# Best Practices

## Recommended setup

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Store your file in OneDrive or SharePoint before connecting</strong></td><td>Coupler.io only works with cloud-stored Excel files. Upload your workbook to OneDrive first — trying to connect a locally saved file is the most common setup mistake.</td></tr><tr><td><strong>Use the Range parameter for large workbooks</strong></td><td>If your sheet has thousands of rows but you only need a portion of them, set a specific range (e.g., A1:M2000). This reduces processing time and avoids memory limit errors.</td></tr><tr><td><strong>Name your sheets clearly before connecting</strong></td><td>Sheet names are entered manually and are case-sensitive. Rename ambiguous tabs (like "Sheet1") to descriptive names before setting up your data flow — it's harder to fix later without breaking the configuration.</td></tr></tbody></table>

## Data refresh and scheduling

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Run a successful manual sync first</strong></td><td>You must complete a successful manual run before you can schedule your data flow. Use the manual run to confirm the right sheets and ranges are loading correctly.</td></tr><tr><td><strong>Don't rely on Coupler.io to detect Excel changes automatically</strong></td><td>Coupler.io syncs on a schedule — it doesn't watch for changes in your Excel file. Set a refresh interval that matches how often your source data actually updates (e.g., daily for weekly reports).</td></tr></tbody></table>

## Performance optimization

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Combine multiple sheets using Append instead of separate data flows</strong></td><td>If you need data from several tabs (e.g., monthly sheets), add them all in a single source using the Sheets field and enable Append. This is more efficient than creating one data flow per tab.</td></tr><tr><td><strong>Remove volatile formulas from sheets used as sources</strong></td><td>Functions like NOW(), TODAY(), or RAND() recalculate constantly and can produce inconsistent results on export. Replace them with static values in a dedicated export sheet if consistency matters.</td></tr></tbody></table>

## Common pitfalls

{% hint style="danger" %}
**Local files won't work.** If your Excel file is only saved on your computer and not synced to OneDrive, the file picker won't find it and your data flow will fail. Always confirm the file is accessible via OneDrive or SharePoint before setting up a connection.
{% endhint %}

{% columns %}
{% column %}
**Do**

* Enter sheet names exactly as they appear in the Excel tab (case-sensitive)
* Use the Range parameter to limit large imports
* Upload your file to OneDrive before connecting
* Use Append to consolidate multiple sheets into one dataset
  {% endcolumn %}

{% column %}
**Don't**

* Try to import local Excel files not stored in OneDrive or SharePoint
* Import entire sheets with hundreds of thousands of rows if only a portion is needed
* Rely on embedded images or charts being included in the export
* Expect two-way sync — Coupler.io exports data from Excel, it does not write back to it
  {% endcolumn %}
  {% endcolumns %}