How to Connect Delighted to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of Delighted

You have an Excel workbook full of customer records — emails, names, plan tiers, churn flags — and you need them flowing into Delighted to trigger NPS surveys, or you need the survey responses flowing back out so your team can act on them. Either direction involves more steps than it should.

Delighted is purpose-built for the Net Promoter System. It collects feedback well. But the default path for most teams is: export a CSV from Delighted, open it in Excel, remap the columns, update the formulas, and repeat every time a new wave of responses comes in. Or the reverse — format a contact list in your workbook, save as CSV, upload to Delighted, discover a header mismatch, fix it, upload again.

Below are the four approaches teams use. Only the last one removes the manual layer entirely.

Method 1: Manual CSV Export and Paste

The default rhythm. Export a CSV from Delighted, open it in Excel, clean up the column names, paste the data into the right worksheet, reformat the date columns, and hope nothing changed in the export schema since last time.

For a quarterly NPS review? Manageable once. For a team running weekly pulse checks across three customer segments, the export-clean-paste cycle eats thirty minutes every Friday, and it compounds the moment someone adds a new custom property to Delighted that doesn't map cleanly to your existing table headers.

The data is already three steps old by the time you've finished wrangling it into shape.

Method 2: Power Automate

Power Automate has a Delighted connector. You can set up a flow that triggers on new Delighted responses, maps the fields to your workbook columns, and appends each result automatically.

Before continuing — a quick check-in. Are you comfortable building flows in Power Automate? Have you worked with connectors and dynamic content before? Do you know where to find Delighted's API credentials? If any of that sounds unfamiliar, this approach has a steep on-ramp. Method 3 or 4 will serve you better.

If you're comfortable with the tooling, the setup works: authenticate the Delighted connector, configure the trigger, map response fields to your table columns, test with a live survey submission, debug any schema mismatches. Once it's live, it runs.

But a per-response trigger is not the same as a bulk historical pull.

If your Delighted account has 400 responses from last quarter and you need all of them today, the flow won't backfill. You get new responses going forward, not a complete dataset for analysis.

You probably just need last quarter's full NPS breakdown and you're not sure where to start building a Power Automate flow. So you raise it with whoever manages automations on your team, and now it's on their backlog. That backlog moves at its own pace.

Complexity and cost compound fast once you chain steps — filtering detractors, writing them to a separate worksheet, flagging follow-ups.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the standard approach for repeatable Delighted ↔ Excel workflows was a family of add-ins that let you configure column mappings once, save a template, and run it on demand. You picked your Delighted endpoint, mapped each field to a table column, saved the config, and ran it.

That was a genuine improvement over manual exports. Configs were reusable, output was consistent, and the team could hand off "just click run" to someone new without a ten-minute explanation.

But you were still responsible for designing the template, mapping the fields, setting the date range parameters, and fixing the config every time Delighted renamed a field. The add-in moved the data. The thinking was still entirely yours. And when a custom property changed in your Delighted account, the config silently broke until someone noticed a column had stopped populating.

This is the previous generation. It worked. It asked a lot.

The Easy Way: Using SheetXAI in Excel

There is a different way entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are looking at, and through its built-in Delighted integration it can push to or pull from Delighted for you. No template configuration, no automation glue, no translating your question into a field-mapping exercise. You just ask.

Example 1: Pull all detractor responses into a segmentation worksheet

Fetch all Delighted survey responses from the past 90 days and write respondent email, NPS score, comment, and response date into columns A through D of the NPS Results sheet

SheetXAI calls the Delighted API, paginates through the full response set, and writes each row directly into the target worksheet — score in column C, comment in D, date formatted consistently.

Example 2: Calculate your NPS score on the fly

Fetch all Delighted responses, calculate the NPS score (promoters minus detractors as a percentage), and write the score plus a breakdown of promoter/passive/detractor counts into the Summary sheet

Instead of pulling raw data and then writing your own COUNTIF formulas, you ask for both in one prompt. SheetXAI handles the conditional bucketing and the arithmetic inline.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook connected to your Delighted account, then ask it to do one of the tasks above. The Delighted integration is included in every SheetXAI plan.