From Ploomes to Excel: managed, scheduled, no code.
Creating a pipeline that sends data from Ploomes to Excel spreadsheets takes only a few minutes with Kondado. And the whole integration from Ploomes to Excel is managed and executed by our platform. With Kondado, you can focus on extracting value from Ploomes data and combining it with other data in your Excel spreadsheet
Kondado enables automated replication of your Ploomes CRM data directly into Excel workbooks without manual exports. Simply connect your Ploomes account as a data source, configure Excel as your destination, and select which pipelines to replicate based on your reporting needs. The platform handles the data transfer on your chosen schedule, whether every 5 minutes or daily, ensuring your spreadsheets always contain current sales pipelines and client information for immediate analysis.
Once your data arrives in Excel, you can build custom pivot tables analyzing deal progression across different stages, create sales forecasts using historical opportunity data from the Deals pipeline, and generate client segmentation reports by combining data from the Clients and Client Types pipelines. This automated workflow eliminates manual CSV exports and gives analysts immediate access to structured CRM data for advanced spreadsheet analysis and financial modeling.
Kondado provides automated data replication from Ploomes to Excel, transferring CRM records, deal information, proposal data, and sales metrics into spreadsheet format on a user-configured schedule ranging from 5 minutes to daily intervals.
Access comprehensive sales intelligence by replicating the Deals and Sales pipelines into Excel, where you can calculate win rates, track revenue by product category using the Sales Products data, and analyze deal velocity across different funnels. The Clients and Client Types pipelines enable sophisticated customer segmentation analysis, allowing you to categorize accounts by industry, size, or relationship status for targeted outreach campaigns.
Marketing and operations teams can leverage the Interaction Records and Tasks pipelines to measure campaign effectiveness and team productivity, creating custom dashboards that track touchpoints per client or task completion rates by department. With 36 available pipelines including Proposals, Currencies, and Sales Stages, you can construct complete financial reports and sales performance scorecards directly within your familiar Excel environment.
Try out all the features for free for 14 days
Replicated to Excel
Ploomes data available for Excel
Tables Kondado writes into your Excel, on a schedule you control.
36
available pipelines
275
extractable fields
Excel
Destination
Available integrations
Positions
Table contains information about positions, including id, name, and associated user profile.
Cities
Table presents data about cities, including id, name, and associated state.
Cities: states
Table provides information about states related to cities, including id and state name.
Cities: countries
Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)
Table presents information about clients, including id, name, email, and status.
Clients: ratings
Table provides data about client ratings, including id and rating name.
Clients: sources
Table contains information about client sources, including id and source name.
Clients: relationships
Table presents data about relationships between clients, including id and relationship type.
Clients: segments
Table provides information about client segments, including id and segment name.
Clients: status
Table contains data about client status, including id and status description.
Client Types
Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments
Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents
Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies
Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals
Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages
Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels
Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons
Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status
Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products
Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups
Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families
Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals
Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products
Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status
Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records
Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks
Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals
Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types
Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types
Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users
Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons
Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles
Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales
Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages
Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products
Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.
Sync data automatically — no code, no manual exports.
1
Authenticate Ploomes Access
Connect your Ploomes account to Kondado by entering your API credentials in the data source configuration panel. This establishes a direct connection that allows the platform to read your CRM data including deals, clients, and sales records.
2
Configure Excel Destination
Specify your Excel workbook as the destination endpoint, defining whether data should populate a new file or an existing spreadsheet. You can set up multiple Excel destinations if you need separate workbooks for different departments or report types.
3
Select Pipelines and Schedule
Choose which Ploomes pipelines to replicate, such as Deals, Clients, or Sales Products, then set your preferred update frequency from 5 minutes to daily. Kondado will automatically maintain your Excel data on this schedule, ensuring your reports always reflect current CRM information.
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Answers about sending Ploomes data to Excel automatically
How does Kondado transfer data from Ploomes to Excel?▼
Kondado connects directly to your Ploomes CRM via API and replicates selected pipelines into Excel workbooks on a configurable schedule. You choose which data endpoints to sync, such as Deals or Clients, and the platform automatically refreshes your spreadsheets every 5 minutes, hourly, or daily based on your business needs.
What specific Ploomes data can I analyze in Excel?▼
You can replicate 36 different pipelines including Deals, Sales, Clients, Proposals, and Interaction Records into Excel. This allows you to analyze deal progression, calculate conversion rates, track proposal approval statuses, and measure client engagement metrics using familiar spreadsheet formulas and pivot tables.
Can I combine Ploomes data with other platforms in Excel?▼
Yes, Kondado can replicate data from multiple sources into the same Excel environment alongside your Ploomes information. You can merge CRM data with marketing analytics from Google Sheets, financial data from PostgreSQL, or business intelligence from Power BI for comprehensive cross-platform reporting.
How frequently does my Ploomes data update in Excel?▼
Kondado offers flexible scheduling options ranging from every 5 minutes to daily updates, allowing you to balance data freshness with API usage. You configure the replication frequency during setup, and the platform automatically maintains your Excel workbooks without requiring manual refreshes or exports.
What format does Ploomes data take when replicated to Excel?▼
Each Ploomes pipeline becomes a separate worksheet or table within your Excel workbook, preserving data types and relationships between records. The Deals, Clients, and Sales pipelines appear as structured datasets with all 275 available fields, ready for immediate analysis using Excel's native charting and calculation tools.
Do I need coding skills to set up Ploomes to Excel replication?▼
No coding is required to configure the connection between Ploomes and Excel through Kondado. The platform provides a no-code interface where you authenticate your Ploomes account, select pipelines from a visual menu, and specify your Excel file destination using point-and-click configuration.
Can I filter which Ploomes records replicate to Excel?▼
Yes, during setup you can select specific pipelines such as only the Deals and Sales Stages endpoints, or include auxiliary data like Cities and Currencies. This targeted approach ensures your Excel workbooks contain exactly the datasets needed for your sales reports and financial analysis without unnecessary information.
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