Pipeline Deals Integration

Copper Contributor

I have an excel spreadsheet that our office uses to look at KPI's. We also use Pipeline Deals to track everything. We are looking to use the Pipeline Deals Sync Integration so we do not have to manually enter the data. The problem we are facing is that the sync is deleting everything in our sheet, when we need it to start on row 14. Our formulas and KPI's are all on rows 1-13. Is there a way we can start the sync on row 14?

1 Reply

@ryanamato ,

I would assume the easiest way is to let PiplineDeals Sync Integration download to a worksheet and then use PowerQuery to read that worksheet and update your table (List1). Set the Query to refresh automatically periodically. See: https://support.microsoft.com/en-us/office/refresh-an-external-data-connection-in-excel-1524175f-777...