Data Overview

Coupler.io reads data directly from the sheets and ranges you specify in your Excel workbook. There are no pre-defined entities or report types — the data you get is exactly what's in your spreadsheet.

What's available

Configuration option
Description

Workbook

The Excel file stored in OneDrive or SharePoint

Sheet(s)

One or more tabs within the workbook

Range

A specific cell range to limit the import (e.g., A1:Z50)

Skip header

Option to skip the first row when combining data from multiple sheets

Because Excel is a flexible, freeform source, Coupler.io imports whatever columns and rows exist in your selected sheet. Column names are taken from the first row of your data (unless you enable Skip header).

Data types supported

Type
Notes

Text

Imported as-is

Numbers

Preserved as numeric values

Dates

Imported as date values; formatting may vary by destination

Formulas

The calculated result is imported, not the formula itself

Booleans

TRUE/FALSE values are supported

Data types not supported

Type
Notes

Images

Images embedded in worksheets are not imported

Charts

Chart objects are ignored

Pivot tables

Raw pivot table output may be inconsistent — export the underlying data instead

Common data combinations

Because Excel workbooks often contain related data across multiple sheets, Coupler.io's transformations are especially useful here:

  • Append multiple sheets from the same workbook (or different workbooks) into a single table — great for combining monthly reports

  • Join Excel data with data from another source (e.g., a CRM or database) to enrich your spreadsheet records

  • Aggregate raw transactional rows into summary metrics before sending to a dashboard

Use cases by role

  • Consolidate monthly budget sheets from multiple Excel files into a single BigQuery table

  • Append quarterly P&L tabs into one continuous dataset for trend analysis

  • Sync actuals from Excel to Google Sheets for live budget vs. forecast dashboards

Platform-specific notes

  • Your Excel file must be stored in OneDrive or SharePoint — Coupler.io cannot access locally saved files

  • Files shared with you via SharePoint should appear in the file picker as long as you have read access

  • Only the calculated values of formulas are exported, not the formula expressions themselves

  • Images, embedded objects, and charts are not included in the export

  • Very large workbooks (hundreds of thousands of rows) may hit memory limits — use the Range parameter to limit the import to the rows you actually need

  • If your sheet names contain special characters, enter them exactly as they appear in the Excel tab

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