How to add a Microsoft 365 Excel Spreadsheet as a DataSource for OptiSync

Using our new OptiSync feature in Designer, you can add your Google Sheets to your DataSources and apply to your designs or our prebuilt Repeater Templates or Components. To learn more about OptiSync, please visit our guide here. 

Adding Your Excel Spreadsheet as a DataSource

There are two different methods to adding Excel Spreadsheet to your DataSources:

Method 1: Through Designer

• On the Files/Assets page, select Designer from the Apps
• Select DataSource on the side menu, then Add DataSource
• Click Microsoft 365 Excel
• Grant access to your Microsoft 365 Excel by signing in when prompted
• Find and select your Excel spreadsheet from the Microsoft pop-up window
  • If your spreadsheet has multiple sheets, select the one you want to import from the drop-down menu
• Click Import Data
• Double check your table, select Update
• Name your DataSource something easily recognizable
• Select your Synchronization and Update Interval
• Click Done

Method 2: Through Account Settings

• In our portal, select your account name, then More, then DataSources
• Click Microsoft 365 Excel
• Grant access to your Microsoft 365 Excel by signing in when prompted
• Find and select your Excel spreadsheet from the Microsoft pop-up window
  • If your spreadsheet has multiple sheets, select the one you want to import from the drop-down menu
• Click Import Data
• Double check your table, select Update
• Name your DataSource something easily recognizable
• Select your Synchronization and Update Interval
• Click Done

Synchronization

• Only once import: This option imports the data only once when you add the DataSource. After the initial import, the data will not be updated automatically.
• Periodic direct access: This option regularly fetches the latest data directly from the device through your gateway, providing "live access" to the data and ensuring you have the most up-to-date information available directly from the device.
  • This is better for more consistent update intervals, but could cause performance issues. 
• Periodic background sync: This option periodically syncs data to your server in the background at regular intervals, reducing the need for direct queries to the device.

Update Interval

The duration of time between updates if you chose "Periodic direct access" or "Periodic background sync"

• None (Your Datasource will import with the newest data available, but will not continuously update afterward. You will have to force refresh data for new updates.) 
• 30 minutes
• 1 hour
• 8 hours

That's it!

Now you've successfully added your Excel spreadsheet as a DataSource to be used for data mapping with OptiSync!