How to Connect Enigma to Excel (4 Methods Compared)

The Problem With Getting Sheet Data In and Out of Enigma

You have an Excel workbook full of business names, EINs, and addresses — loan applicants, merchant signups, compliance targets, acquisition candidates. You need Enigma's verified identity data, KYB verdicts, or watchlist results written back into that workbook, or you need to pull a fresh set of businesses out of Enigma's database and into Excel for analysis. Either direction involves more steps than it should.

Enigma is built for underwriting, compliance, and sales intelligence at scale. But getting its data to and from a workbook is still a manual handoff by default. The common flow is to export a CSV from whatever system holds your applicants, run it through a vendor portal, wait for enrichment, download the output, and paste it column by column back into the workbook — hoping nothing shifted between the export and the paste.

Below are the four ways teams handle this. Only the last one scales.

Method 1: Manual Copy-Paste

The default flow for Excel users often starts with a CSV export. You pull the list of business names and addresses, export to CSV, upload to Enigma's portal or API tool, wait for results, download the enriched file, and then reconcile the output columns with your workbook's existing structure.

For a short list, this is manageable. For fifty applicants a week, it becomes the kind of recurring task that colonizes your mornings without anyone noticing — until you're the person doing it every single Monday and you've stopped being able to remember what your actual job is.

Method 2: Power Automate

Microsoft Power Automate can reach Enigma's API. You can build a flow that triggers on a table row change, calls Enigma's match or KYB endpoint, and writes results back into the workbook.

A quick check before you go further: do you know what a cloud flow is in Power Automate? A connector action? JSON parsing? Dynamic content mapping? If any of those feel uncertain, this path will cost you more time than it saves. Jump to Method 3 or 4 instead.

If you're still here: the flow does work. You authenticate Enigma, define the trigger, map the business name and address to the API call parameters, pull the response fields back into the workbook columns. When it fires on a matching row, it fires.

The structural ceiling is real, though.

Power Automate fires one row at a time. Eighty merchant applications means eighty individual flow runs, and when run 43 fails because the address field was blank, you're looking at a run history that takes longer to audit than the original task.

You probably just need the KYB results in your workbook. You probably have no idea how to wire a Power Automate flow to an API endpoint that needs custom headers and a JSON body. So you find whoever on your team handles process automations, explain what you need, and wait while they fit it between the other three things they're already building.

And once you need to filter by status, join against a second worksheet, or scope the run to only rows that haven't already been screened — you're outside what a per-row trigger handles.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the best option for repeatable workbook ↔ Enigma workflows was a category of add-ins that let you configure column mappings, save templates, and run batch jobs on demand. You picked your range, mapped your fields, saved the config, ran it.

That was a real improvement over the CSV shuffle. The output was consistent, the config was reusable, and the team wasn't re-mapping fields every single pass.

But you were still responsible for the template design, the field mapping, the conditional logic, and the column reconciliation. The add-in moved the data. The thinking never left your desk. And the moment someone renamed a column in the workbook, the config broke until someone found the time to fix it.

This is the previous generation. It solved something, but it asked a lot in return.

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're looking at, and through its built-in Enigma integration it can push to or pull from Enigma for you. No template configuration, no automation glue, no manual field mapping. You just ask.

Example 1: Bulk KYB verification on a pending queue

For all rows in my Excel 'Compliance Queue' where column C says 'pending', run Enigma KYB v2 on the business name and address, write the result and bankruptcy flag into columns E and F, then set column C to 'screened'.

SheetXAI applies the filter, runs KYB v2 on every matching row, writes the verification status and bankruptcy flag back to the specified columns, and updates the status field — in one pass.

Example 2: Import prospecting data from Enigma into the workbook

Use Enigma's GraphQL search to find 100 legal entities in Texas in the construction sector, import their names, TINs, and incorporation dates into my Excel sheet, and sort by incorporation date descending.

The pattern: instead of building the query separately and then importing the results, you describe the search and the destination in one instruction. SheetXAI handles both.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of businesses, then ask it to enrich them against Enigma. The Enigma integration is included in every SheetXAI plan.