Live Excel Integration

Live Excel integration with Compass CRM™ for Fundraisers allows users to analyze performance and trends entirely within the Outlook/Office environment by using an active connection to Microsoft® Excel.

Who this feature is designed for:

• All system end users
• Service, fundraising, accounting, and marketing professionals
• Decision makers

Business Value:

• Dynamic snapshot of pivot tables showing organizational performance
• Perpetual live connection between donor
  management system and Microsoft Excel

Integration areas:

• All detailed entry forms
• Marketing lists
• Advanced Find query results
• Microsoft Excel data source for Compass CRM for Fundraisers

CRM data export settings

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Dynamically refreshed CRM data in Excel

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