Send data from Granatum to Excel

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Send Granatum Data to Excel Automatically

To send Granatum data to Excel, you need a direct integration that automates the data flow between your financial management system and your spreadsheets. Kondado provides a no-code solution that connects your Granatum account to Excel, allowing you to replicate financial data without manual exports or complex API configurations. The platform supports automated updates on a configurable schedule, ensuring your workbooks always reflect the latest information from your SMB financial operations.

Kondado replicates Granatum data to Excel automatically on a user-configured schedule, offering six pipelines including Bank Accounts, Transactions, and Categories that update every 5 minutes, 15 minutes, hourly, or daily based on your reporting needs.

With your financial data flowing directly into Excel, you can build custom dashboards, perform variance analysis, and share updated financial reports with stakeholders across your organization. This automated pipeline eliminates the need for manual data entry, reducing errors and saving hours of preparation time for monthly closes, budget reviews, and cash flow forecasting. Analysts can leverage Excel’s familiar formulas and chart tools to transform raw financial data into actionable insights while maintaining the convenience of cloud-based collaboration through Microsoft 365.

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The Transactions pipeline delivers detailed financial records including values, descriptions, and due dates directly into your spreadsheets, enabling you to create aging reports and cash flow projections using Excel’s native calculation features. By combining this with the Bank Accounts pipeline, which provides current balances and account details, you can reconcile positions automatically and generate consolidated financial statements without switching between applications.

Additionally, the Categories pipeline organizes your transactions with color-coded classifications and hierarchical structures, allowing you to build pivot tables that analyze spending patterns across different business units. You can also incorporate Cost and Profit Centers data to allocate expenses accurately and measure departmental performance, creating comprehensive management reports that update automatically as new financial activity posts in Granatum.

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Granatum data available for Excel

6
available pipelines
83
extractable fields

Available integrations

Integration Description
Bank Accounts Table contains information about bank accounts, including fields such as id, description, and balance.
Transactions Table records financial transactions with fields such as id, description, value, and due date.
Categories Table lists categories with fields such as id, description, and color, allowing for the organization of transactions.
Cost and Profit Centers Table presents cost and profit centers with fields such as id, description, and parent_id for hierarchy.
Payment Methods Table details payment methods with fields such as id and description, facilitating transaction management.
Clients Table contains client data, including fields such as name, email, phone, and address.
Bank Accounts
Table contains information about bank accounts, including fields such as id, description, and balance.
Transactions
Table records financial transactions with fields such as id, description, value, and due date.
Categories
Table lists categories with fields such as id, description, and color, allowing for the organization of transactions.
Cost and Profit Centers
Table presents cost and profit centers with fields such as id, description, and parent_id for hierarchy.
Payment Methods
Table details payment methods with fields such as id and description, facilitating transaction management.
Clients
Table contains client data, including fields such as name, email, phone, and address.
See all available data →

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How to send Granatum data to Excel

Sync data automatically — no code, no manual exports.

1
Connect Your Granatum Account

Authenticate your Granatum data source in Kondado by entering your API credentials to establish the initial connection. This creates a direct bridge between your financial management system and the replication platform.

2
Configure Excel Destination

Set up Excel as your destination by specifying the target workbooks and worksheets where your financial data should load. You can choose existing files or create new destinations within your Microsoft 365 environment.

3
Select Pipelines and Schedule

Choose which of the six available pipelines, such as Transactions or Bank Accounts, you want to replicate and define your update frequency. Configure the schedule to run every 5 minutes, hourly, or daily based on your reporting requirements.

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Send data from Granatum to other destinations

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PostgreSQL

Granatum > PostgreSQL
Redshift

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SQL Server

Granatum > SQL Server

Choose a tool to visualize your Granatum data

If the software you need is not listed, drop us a messagem. You can use almost every tool

Airtable
Granatum > Airtable
Alteryx
Granatum > Alteryx
Amazon Quicksight
Granatum > Amazon Quicksight
BIMachine
Granatum > BIMachine
Cortex
Granatum > Cortex
Data Studio
Granatum > Data Studio
Geckoboard
Granatum > Geckoboard
Grafana
Granatum > Grafana
IBM Cognos Analytics
Granatum > IBM Cognos Analytics
Klipfolio
Granatum > Klipfolio
Looker Studio
Granatum > Looker Studio
Looker
Granatum > Looker
Looqbox
Granatum > Looqbox
Metabase
Granatum > Metabase
Microstrategy
Granatum > Microstrategy
Pentaho
Granatum > Pentaho
Power BI
Granatum > Power BI
Qlik Cloud Analytics
Granatum > Qlik Cloud Analytics
Qlik Sense
Granatum > Qlik Sense
Qlik
Granatum > Qlik
QlikView
Granatum > QlikView
Redash
Granatum > Redash
Superset
Granatum > Superset
Tableau
Granatum > Tableau
BI TOTVS
Granatum > BI TOTVS
Zoho Analytics
Granatum > Zoho Analytics

Frequently Asked Questions (FAQ)

Answers about sending Granatum data to Excel automatically

How does the Granatum to Excel pipeline work? ▼
Kondado connects directly to your Granatum account using your API credentials to extract financial data from six available pipelines. The platform then formats this information and loads it into your specified Excel workbooks on a schedule you configure, ranging from every 5 minutes to daily intervals. This automated process replaces manual CSV exports, ensuring your spreadsheets stay current with your latest financial transactions and account balances.
What specific Granatum data can I replicate to Excel? ▼
You can replicate data from six pipelines covering Bank Accounts, Transactions, Categories, Cost and Profit Centers, Payment Methods, and Clients. Each pipeline delivers specific fields such as transaction values, due dates, account balances, and client contact information directly into Excel columns. This comprehensive data access allows you to build detailed financial models, customer lists, and expense tracking systems within your familiar spreadsheet environment.
How frequently does Granatum data update in Excel? ▼
Kondado offers flexible scheduling options that let you choose update frequencies of every 5 minutes, 15 minutes, hourly, or daily based on your business requirements. Once configured, the system automatically refreshes your Excel data at these intervals without requiring manual intervention. This configurable schedule ensures that time-sensitive financial reports remain accurate while balancing computational resources for less critical data needs.
Can I merge Granatum data with information from other platforms in Excel? ▼
Yes, you can combine Granatum financial data with information from other sources to create unified reports in Excel. Kondado supports connections to over 80 data sources, allowing you to replicate data from Google Sheets, BigQuery, or PostgreSQL alongside your Granatum pipelines. This multi-source capability enables comprehensive analysis that correlates financial metrics with operational data from CRM systems, advertising platforms, or e-commerce databases.
Does Granatum data arrive in Excel as raw datasets or formatted reports? ▼
Data arrives as structured datasets with clearly defined columns corresponding to Granatum fields like transaction IDs, descriptions, values, and dates. You receive clean, query-ready information that you can manipulate using Excel's formulas, pivot tables, and charting tools to create custom financial reports. This raw format provides maximum flexibility for analysts who need to apply specific business logic, conditional formatting, or proprietary calculations to their financial data.
Can I send Granatum data to destinations other than Excel? ▼
Absolutely, Kondado allows you to replicate Granatum data to multiple destinations simultaneously beyond Excel. You can send the same financial information to Power BI for advanced visualization, Looker Studio for marketing dashboards, or data warehouses like BigQuery for historical storage. This multi-destination support ensures your Granatum data supports various analytical workflows across different teams and tools.
How do I create financial dashboards in Excel from Granatum data? ▼
Once your pipelines are active, use Excel's pivot tables and chart tools to transform the replicated transaction and account data into visual dashboards. You can create cash flow summaries, expense breakdowns by category, and bank reconciliation views that refresh automatically with each scheduled update. The structured data format supports complex financial modeling, allowing you to build management reports that track KPIs and financial trends over time.
Is coding required to set up the Granatum Excel connection? ▼
No coding is necessary to establish the connection between Granatum and Excel through Kondado. The platform provides a point-and-click interface where you authenticate your Granatum account, select your desired pipelines, and specify your Excel destination. This no-code approach makes financial data automation accessible to business analysts and accounting teams without requiring IT support or API programming knowledge.

Try out all the features for free for 14 days