Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Corfix Connect: Microsoft Excel Integration

This article explains how Corfix Connect can export data from Corfix into Microsoft Excel, what data can be included, and why it matters for your team.

Overview 

Microsoft Excel is one of the most widely used tools for managing, reviewing, and reporting on business data. With Corfix Connect, you can automatically export data from Corfix -- including completed forms and timekeeping records -- into Excel on a daily basis. No manual exports, no copy-pasting data between systems.

Why It Matters

For teams that rely on Excel for reporting and billing, pulling data out of Corfix manually takes time and leaves room for error. With this integration, the data your team needs flows from Corfix into Excel automatically every day. Your office team always has an up-to-date file to work from without anyone having to generate it manually.

How It Works

This is a one-way export from Corfix into Microsoft Excel. Corfix Connect can take completed form submissions and timekeeping data from Corfix, format them into an Excel file, and deliver that file automatically on a daily basis.

What Data Can Be Synced?

The exact fields included in your Excel export depend on the forms and data your team uses in Corfix. The fields below are what are typically able to be exported, but this will be verified depending on your setup.

DATA DIRECTION
Form Submission Data (e.g., site inspections, toolbox talks, etc.) Corfix → Excel
Worker Name Corfix → Excel
Worker ID Corfix → Excel
Project Name Corfix → Excel
Project ID Corfix → Excel
Date / Time of Submission Corfix → Excel
Timecard Records Corfix → Excel
Additional Form / Timecard Entry Data (varies on setup) Corfix → Excel

Want to use this with Corfix Connect? Let us know!

Whether you're looking to connect Corfix to a platform covered in our integration articles or need something beyond what's listed, our team can help. Reach out to discuss your setup and we'll help you find the right path forward.