A quick guide on how to export to Excel in Plecto.
Sometimes it can be beneficial to check and/or edit your data in Excel.
In order to do so, follow the steps below:
- Go to your data source, and click on 'Export' in the top.
- Choose what time period to export, and the file will be downloaded to your computer.
Tips & Tricks
Do you want to manage e.g. monthly targets in Plecto? It's a piece of cake. Export your target managed in Plecto, make changes in Excel and upload again to change in Plecto.
You can leave the 'External ID' row empty, and we will auto fill it when importing.
The External ID is a smart and easy way to later update your data. Let's say you update monthly targets every month, simply keep the same External ID, and just upload your spreadsheet again, and we will update any new information.