Excel, Microsoft spreadsheet - Monstock
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Excel

Microsoft

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Preview 1 Excel
Preview 2 Excel

About Excel

Excel is the spreadsheet software in Microsoft's Office suite.

Connecting Excel to Monstock allows you to use .xlsx files to export your data, import them or even update them.

Schema of objects and manipulated data
Objects and data manipulated in the Excel integration: products and variants, customers, suppliers and orders, sites, locations, sales and purchase prices, users

Benefits of importing and exporting data between Monstock and Excel

The data import and export function between Monstock and Excel offers a simple and universal solution for centralising, analysing and updating all information essential to operational management. Thanks to this feature, it is now possible to combine the robustness of Monstock with the flexibility of Excel spreadsheets to quickly manipulate large volumes of data.

Monstock makes it easy to import and export strategic information such as products, variants and equipment, customers and suppliers, customer and supplier orders, sites and locations, and purchase and sale prices. Even users can be synchronised, ensuring consistent management of roles and profiles across different systems.

These automated operations eliminate manual data entry and significantly reduce the risk of errors associated with file handling. Data can be updated in just a few clicks from Excel and then integrated into Monstock, while information from Monstock can be exported for analysis, sorting or modelling in Excel. This smooth flow of data ensures that teams have permanent access to consistent, reliable and up-to-date information.

Operationally, import/export saves a considerable amount of time: it facilitates bulk updates to stock levels, prices and product sheets, while ensuring data traceability and compliance in Monstock. Strategically, it becomes a powerful tool for analysing, managing and planning operations thanks to the Excel environment, which is particularly appreciated for its user-friendliness and reporting capabilities.

This feature is designed for both administrative teams and operational managers who want to retain the flexibility of spreadsheets while relying on a structured system. By combining Monstock and Excel, companies gain agility, performance, and management quality in their supply chain.

To find out in detail how to import your data into Monstock, see our comprehensive guide:
👉 https://support.monstock.net/hc/fr/articles/360013686820-Importer-vos-donn%C3%A9es-dans-Monstock

Description of data flows between Monstock and Excel

The integration diagram between Monstock and Excel highlights bidirectional flows enabling complete synchronisation of operational data. These exchanges ensure consistency of information between the Excel files used by teams and the Monstock platform, for smooth, centralised management.

Flow from Monstock to Excel

From Monstock, several types of data are automatically exported to Excel:

  • Products, variants and equipment: all product information (references, characteristics, variants) is synchronised so that it can be analysed or updated from the spreadsheet.
  • Customers and suppliers as well as customer and supplier orders: this data can be extracted for commercial monitoring, invoicing or performance analysis.
  • Sites and locations: storage structures and locations are exported to facilitate reporting and organisational adjustments.
  • Selling price and purchase price: price values are continuously updated, ensuring perfect consistency between tools.
  • Users: employee profiles, roles, and access rights are also exported for consolidated monitoring.

These feeds enable Excel to be used as a dynamic reporting tool, while maintaining the reliability of data from the Monstock source system.

Excel to Monstock feed

Conversely, Excel can feed Monstock with updated information:

  • Products, variants, and equipment created or modified in Excel are automatically integrated into Monstock.
  • Customers, suppliers, and orders can be imported to enrich or correct commercial data.
  • Sites and locations are synchronised to reflect organisational or logistical changes.
  • Selling prices and purchase prices can be adjusted from Excel, facilitating bulk price updates.
  • Added or modified users are reflected in Monstock to maintain consistency in access rights and profiles.

Synchronisation and automation

Exchanges between Monstock and Excel are automated and configurable. They can be scheduled at regular intervals or triggered on demand, depending on business needs. This automation ensures constant data updates without manual intervention and complete transparency in exchanges.

By combining the analytical power of Excel with the rigorous management capabilities of Monstock, this integration becomes a real asset for businesses. It ensures the smooth and secure flow of information, supporting the responsiveness, reliability and performance of their supply chain.

Details

Category

Synchronized data

Data import / export

How to set up

Provide support for the implementation of integration by the Monstock teams.