Instantly connect Excel 365, use any BI tool. Combine SQL and low-code Python to integrate, automate and activate your data.
What this connector does, and why teams sync it to a warehouse
Excel 365 is a productivity and collaboration platform centralizing project management, documents, and team workflows. Native reporting covers project basics but cannot join task data with finance or operational systems without a warehouse. Peliqan provides a managed Excel 365 connector that syncs projects, tasks, and team data into your warehouse for delivery analytics and capacity planning.
Peliqan brings ETL pipelines, data transformations and reverse ETL together in one integrated platform. Connect your favorite BI tool and activate your data with SQL and low-code Python.
Sync Excel 365 into a data warehouse with a few clicks, and start exploring your data in an easy spreadsheet.
Use SQL on Excel 365 to combine data, build custom reports and prepare data for your favorite BI tool such as Microsoft Power BI, Tableau, Qlik Sense, Looker or Metabase. ETL data pipelines are automatically created.
Explore data in a rich spreadsheet UI. Use Magical SQL to combine and transform data. SQL queries become new tables that can be shared with business users and used in any BI tool.
Use Peliqan’s built-in distributed query engine to combine data between sources, e.g. write JOIN queries between tables in the Peliqan DW and external databases.
Use your preferred BI tool (Power BI, Tableau, Metabase etc.) to visualize your Excel 365 data.
Deploy Metabase with a single click from the Peliqan Market Place and use Excel 365 in Metabase.
Sync with Google Sheets for easy data analysis from any source.
Connect your apps, then work with the data in a spreadsheet, in SQL, or in plain English. No pipelines to maintain.
Four more things teams do with Excel 365 data once it is in the warehouse.
Build intelligent AI Agents on top of Excel 365, with Peliqan’s AI data foundation: Excel 365 MCP Server, Excel 365 in n8n AI Agents & Make, “Text to SQL” on Excel 365 data, Excel 365 RAG with out-of-the-box embeddings (vectors) and Excel 365 Graph RAG.
More info
Export data from multiple SaaS applications and databases into Excel 365. Set up automated data syncs to keep your business applications in sync. Use Reverse ETL to sync Excel 365 data to any business application.
Developers can write, test, execute and schedule low-code Python scripts to work with their data. Implement reverse ETL with 3 lines of code. Run ML models, build interactive UIs, publish APIs.
CFOs, CEOs and other business users can work with Peliqan data in Excel thanks to the Peliqan Excel add-in. Easily switch between data sources and work with your data in real-time in Excel.
Ready-to-use queries once your Excel 365 data is in a warehouse. Run them as-is or adapt them in Peliqan’s SQL editor.
A cloud data platform for everything you want to do with Excel 365 data after the sync.
Analyze your Excel 365 data with SQL or in a spreadsheet.
Enable business users with controlled self-service data access to Excel 365.
Work with your Excel 365 data in a spreadsheet that is always up-to-date.
Create charts and visualize your Excel 365 data in dashboards.
Create views for “human in the loop” processes when working with Excel 365 data.
Build custom reports from Excel 365 in HTML, PDF…
Peliqan connects to your SaaS business applications such as Excel 365 through APIs, using for example OAuth 2.0 or an API key for authentication. The connection is typically added in a few clicks. For OAuth connectors, you authorize Peliqan to access your data. You can choose which objects to sync, and the connector handles incremental updates from there (if available in this specific connector). No code, no middleware, and no IT tickets to file.
Peliqan typically syncs all standard objects from your business applications such as Excel 365. Peliqan usually also syncs custom objects and custom fields. The connector adapts to schema changes without manual reconfiguration. Browse the full connector catalog to see related connectors and integrations.
Syncs can run up to every 15 minutes on the Pro plan, with custom schedules available on higher tiers. Sync mode is incremental where available, so only new and changed records are pulled, which keeps API call usage low and respects Excel 365 rate limits.
Yes. Peliqan's reverse ETL pushes data from your data warehouse back into selected business applications. Please check Peliqan's documentation for details on "writeback" availability for specific connectors such as Excel 365, not all Peliqan connectors support reverse ETL/writeback. Reverse ETL is useful for syncing enriched scores, customer health metrics, billing data, or product usage signals into native Excel 365 fields. Reverse ETL flows can run on a schedule, on demand, or be triggered by SQL conditions. Read the reverse ETL documentation for setup details.
Once Excel 365 data lands in your data warehouse (such as Peliqan's built-in data warehouse or Fabric, Snowflake, BigQuery, Redshift or PostgreSQL), you can run SQL queries, build dashboards in Power BI, Tableau, Metabase, or Looker, combine it with data from other sources, feed it into AI agents through MCP servers, build Text-to-SQL and RAG workflows, or activate it through reverse ETL.
Peliqan also includes a built-in spreadsheet UI for ad hoc analysis without writing SQL.
Peliqan is SOC 2 Type II certified, GDPR compliant, and ISO 27001 certified. Excel 365 credentials are stored encrypted at rest, all data transfers happen encrypted over TLS, and EU-resident data stays on EU infrastructure in the eu.peliqan.io region.
Connect Excel 365 to the rest of your stack and build the reports, dashboards and AI workflows your team needs.
