How to Connect Altoviz to Excel (4 Methods Compared)

The Problem with Getting Altoviz Data Into Your Workbook (and Back Again)

Altoviz handles your billing, your invoices, your quotes, your suppliers, and your product catalog. Getting that data into an Excel workbook — or pushing workbook data back into Altoviz — is where the afternoon disappears.

The typical flow is this: you export a CSV from Altoviz, open it in Excel, clean it up, and paste it into the right tab. Or you type data from the workbook into Altoviz's web interface row by row. For twenty rows, that is annoying. For a hundred rows, it is a half-day task that nobody scheduled.

Excel users have an extra wrinkle: you are often working in the desktop app or in a file stored on OneDrive or SharePoint, so any automation you build has to reach across that boundary. Altoviz is cloud-based. Excel may or may not be.

Below are the four ways people typically move data between Altoviz and Excel. Only the last one handles both directions without requiring you to do the thinking.

Method 1: CSV Export From Altoviz, Then Paste Into the Workbook

The default. You log into Altoviz, find the list or report you need, export a CSV, open the file in Excel, and paste the data into the right tab.

When this works:

• A one-off snapshot you will not need to refresh
• A small list where copy-paste is faster than setting up anything
• You only need data coming out of Altoviz, not going back in

When it breaks:

• You need to create records in Altoviz from workbook data — no CSV import path covers most Altoviz objects
• The report refreshes monthly and someone has to re-export and re-paste every time
• You need the data joined to something else in the workbook before it is useful
• You want aged-debt brackets or reconciliation flags, which the raw export does not include

The core limitation:the CSV export gives you rows, not analysis. If you want to know which customers are in the 61-90 day bracket, or which quotes have gone unconverted, you have to build that yourself after importing. The export is raw material, not a finished report.

Method 2: Use Power Automate to Sync When Altoviz Changes

The next step up is Power Automate, especially if your Excel files live on OneDrive or SharePoint. You build a flow that watches Altoviz for an event and triggers a row write to the workbook.

This works for event-driven moments:

• New invoice created → log it to a tracking workbook on SharePoint
• Payment received → update a receipt register
• New supplier added → add a row to a vendor directory

This fails for analytical or batch work:

• Bulk-creating 30 suppliers in Altoviz from a workbook in one pass
• Pulling aged-debt data aggregated across hundreds of invoices
• Reconciling bank transactions against Altoviz receipts row by row
• Generating a revenue-by-customer-family summary from Altoviz data

Power Automate fires one event at a time. It does not read a tab of 30 vendors and create 30 matching Altoviz supplier records, then write the returned IDs back to the workbook. It also does not do cross-workbook lookups or generate summary pivots. The per-run cost also climbs if you are chaining multiple Altoviz API calls per trigger.

Method 3: The Previous Generation — Connector Add-Ins

Until recently, the best repeatable option was a category of Excel add-ins that let you configure a data connection to a cloud accounting or billing platform. You mapped your columns, you saved the configuration, and you triggered a sync.

That was a real step up from manual CSV work. The sync was repeatable, the team did not have to babysit the import, and the output landed in the right tab.

But you were still responsible for the logic. Which records to pull. How to handle records that failed. How to flag duplicates. How to apply aging rules. The add-in moved the data, but everything that made the data useful was still yours to build. And when your workbook structure changed, or Altoviz updated an API field, the mapping broke until someone went back in and fixed it.

This is the category we think of as the previous generation. It worked, but it asked a lot of the operator. And it especially struggled with the write-back case — creating Altoviz records from workbook data and returning IDs to the right cells.

The Easy Way: Using SheetXAI in Excel

There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook, both in Excel for the web and Excel desktop. It reads the workbook, understands the data, and through its built-in Altoviz integration it can create records, pull reports, reconcile rows, and write results back — all in one prompt. No field mapping, no connector configuration, no sync schedule.

Example 1: Your Data Is Already in the Workbook

You have a workbook with a "New Clients" tab — company name in column A, email in column B, payment terms in column C, and column D is empty waiting for the Altoviz supplier ID.

Create an Altoviz supplier for each row in the "New Clients" tab using company name from column A, email from column B, and payment terms from column C. Write the returned supplier ID into column D.

SheetXAI reads each row, creates the supplier in Altoviz, and writes the ID back. You have 30 rows. It writes 30 IDs.

Example 2: Your Data Lives in Altoviz

Sometimes the flow goes the other way — pulling Altoviz data into Excel for a report.

Fetch all Altoviz sale invoices with status "unpaid". Write invoice number, customer name, amount, and due date into my "Aged Debt" tab. Add a column labeling each row as 0-30, 31-60, 61-90, or 90+ days overdue. Add a summary table at the bottom showing total overdue by bracket.

SheetXAI fetches the invoices from Altoviz, writes the rows into the tab, applies the aging logic, and builds the summary. One prompt, end to end, with Excel as the working layer between your analysis and Altoviz's data.

Which Method Should You Use

For a one-off export you need today and will not repeat, the CSV path is fine. For event-driven logging where a new Altoviz record should always add a row to a SharePoint workbook, Power Automate is a reasonable fit.

For everything else, batch supplier creation, aged-debt analysis, catalog imports, bank reconciliation against receipts, customer-family revenue summaries, SheetXAI is the only option that does the thinking for you. It handles the conditional logic inline (skip rows where column D already has a value), writes results back to the exact cells you specify, and works across both Excel for the web and Excel desktop.

If you are doing this more than once a month, or if you have more than 20 rows to move, the manual path costs more time than it saves.

Try It

Get the 7-day free trial of SheetXAI and ask it to connect your Altoviz account to any workbook you already have open. The Altoviz integration is included in every plan.

For specific workflows, see how to bulk-create customers and invoices from a workbook, how to run an aged-debt analysis from Altoviz data, or browse the full integrations directory.