Excel Integration

Inspire allows users to integrate a key result with Excel so that a selected cell from a workbook will update progress.

Step 1: Add an Objective and Key Result(s)

Edit a Key Result by clicking the pencil icon

Select Source of Progress

Select Excel

Your files will appear for you to choose the excel file you wish to use:

Choose an Excel file from your Onedrive

Note: The Cell you choose must have a numeric value

Fill in the appropriate fields:

Worksheet
Cell
Click the refresh button to populate the field

In this example:

My file name is 1A- Excel Integration Example
The Worksheet I chose was Sheet 1
Cell I chose is A1
A1 has a value of 50

The Value 50 will be represented in the Key Result once you Apply and Save

If the value is updated in Excel and you would like that to be reflected in Inspire:

Option 1: Click on the Excel icon and the progress will update

Option 2: Click Check In and click on the Excel icon. Progress will update

Note: Excel integration needs to be enabled for your organization. Please contact your Inspire Administrator if you do not see the Excel Integration option.

If you have any questions, please contact support@inspiresoftware.com.