How to Connect GatherUp to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of GatherUp

You have an Excel workbook full of customers — names, emails, customer IDs, locations — and GatherUp in another window, holding the review history and feedback scores. Moving data between them takes more manual effort than the task warrants.

GatherUp is good at centralizing customer feedback and driving review volume at scale. But there's no native Excel sync. The default workflow is usually: export from GatherUp into a CSV, paste that into the workbook, or build a customer list in Excel and import it back into GatherUp location by location.

Below are four ways teams handle this. Only the last one gets you out of the loop.

Method 1: Manual Copy-Paste

The default. You open your customer workbook, export a CSV from GatherUp — or build the list directly in Excel — then import into GatherUp, trigger requests manually, and paste results back when you need a report.

CSV exports are common here: GatherUp lets you download customer lists, and Excel is a natural landing spot. But "download, open, copy, paste" repeated monthly for every active location adds up to a recurring task that nobody wants to claim ownership of. It happens because someone's keeping the cadence alive, not because the process has any structure.

Method 2: Power Automate

Power Automate has GatherUp connector support. You can wire up a trigger on an Excel table row — new row or row change — push that data to GatherUp, and write a status back on success.

A quick check before you go further: do you know the difference between a Power Automate flow and a connector action? Have you worked with dynamic content mapping? Authentication profiles? If those don't ring a bell, skip ahead to Method 3 or 4.

For those who are still here: the flow itself is buildable. You authenticate GatherUp, set up the Excel table trigger, map customer ID and email into the GatherUp action, and configure what gets written back. A few hours of setup, a few test runs to catch type mismatches.

But a row-trigger flow is not a batch operation.

Each row that changes fires one flow instance. Two hundred customers means two hundred action runs — and when row 142 fails because of a malformed email, the rest of the batch has already gone through.

You probably just need to get the month's requests sent and move on. You probably have no idea how to debug a Power Automate run history — and you shouldn't have to. So you hand this to whoever manages your automations, and the feedback campaign goes on hold while you wait for them to circle back.

Add conditional logic — skip rows already marked "Sent," differentiate by location, filter by customer tier — and the flow grows until it becomes someone's maintenance burden.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the best option for repeatable workbook ↔ GatherUp workflows was a generation of add-ins that let you configure column mappings and save templates. You tagged the fields, saved the config, and ran it on demand.

That was a real improvement over manual CSV imports. The output was predictable, the field mapping persisted, and someone without technical background could run the sync once it was configured.

But the configuration was still your job. Which columns, which rows, which locations, what filter logic. The tool moved the data — the decision-making stayed on you. And the moment the workbook gained a new column or GatherUp adjusted a field name, the config needed a repair.

That's where that generation peaked.

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 GatherUp integration it can send feedback requests, pull location data, or enrich your customer list — from the sidebar, in plain language.

Example 1: Batch-send feedback requests, skipping already-contacted rows

Send feedback requests via GatherUp to all 200 customers listed in this Excel table using the CustomerID column, and mark column F as 'Sent' for each successful request — skip any row where column F already says Sent.

SheetXAI reads the table, filters by column F, fires GatherUp requests for eligible rows, and writes "Sent" back for each success.

Example 2: Pull business performance data for multiple locations

Pull GatherUp business details for all 12 location IDs in this worksheet and fill in the NPS score, address, timezone, and subscription package columns.

The pattern: instead of exporting from GatherUp and pasting into Excel, you pull the data directly into the correct columns — with the row scoping and field mapping handled in one ask.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook with a customer list or location ID column, then ask it to send feedback requests or pull GatherUp data. The GatherUp integration is included in every SheetXAI plan.