FinanSys Apps Excel Add-in

Seamlessly send and receive data
from Excel

You can use the Excel Add-in to send data into FinanSys Apps at the click of a button. This reduces the need to manually re-key information which saves you time for more higher-value activities.

The FinanSys Apps Excel add-in can be used as both a reporting tool and to create transactions, giving you a two-way integration that will make life easier.

There are 3 types of data upload using Excel Add-in

1. Reference Data Upload
Reference data upload allows you to take data in an Excel spreadsheet and send it to a reference data table in FinanSys Apps.
2. App Data Upload
This allows you to take data in an Excel spreadsheet and send that data to an app (application). 
3. User Data Upload
This allows you to upload lists of users and can be useful if you need to create several new users in a single batch operation. 

There are 2 types of data download using Excel Add-in

1. Reference Data Download

This allows you to get data from a FinanSys Apps reference table into Excel for further viewing and analysis.

2. App Data Download

This allows you to download app data into a spreadsheet for further viewing and analysis. 

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