How to Connect Proofly to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of Proofly

You have an Excel workbook full of data — campaign configurations, notification event logs, account details. You need it synchronized with Proofly, or pulled back out, without spending an afternoon on it.

Proofly is good at surfacing real-time social proof that nudges visitors toward action. But getting its data into an Excel workbook for analysis is clunkier than it looks from the outside. The usual flow is: open the Proofly dashboard, export what you can as CSV, import into Excel, fix the column types, and repeat next month.

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

Method 1: CSV Export and Import

The default for Excel. Open Proofly's dashboard, export your campaigns or activity log as a CSV, open Excel, import the file, and fix whatever the import wizard broke — date formats, column widths, the trailing commas Proofly apparently adds for fun.

For a one-time snapshot this is tolerable. You get the data, you do the analysis, you move on.

But Proofly campaigns change. Notification event volumes grow. The analysis you ran in January looks different in April if campaign statuses have shifted, new pages have been added, or the notification types you were testing have been replaced. Every time you want a fresh picture, you're back at the CSV export screen — same steps, same formatting cleanup, same question of whether the date range you selected actually captured what you needed.

Method 2: Power Automate

Power Automate can connect to Proofly via HTTP actions. You can build a flow that fires on a schedule, calls the Proofly API, and writes results into an Excel table in OneDrive or SharePoint.

Before you go further — are you comfortable with HTTP connectors, JSON parsing, and table row actions in Power Automate? Do you know how to handle Proofly's API authentication inside a flow? If those questions feel like they belong to someone else on your team, skip to Method 3 or 4.

If you're still here: the flow works. You authenticate, configure the HTTP action with the right Proofly endpoint, parse the JSON response, and map each field to a table column. Done right, it runs on a schedule and keeps the workbook updated without manual intervention.

But the row-by-row insert model is a structural ceiling.

If you want to pull 200 activity log events, that's 200 separate write operations — and the moment you need to filter by notification type or aggregate by page URL, you've moved beyond what Power Automate handles gracefully without custom expressions.

You probably just need the Proofly event data in a table you can pivot. You probably have no idea how to write a Power Automate expression that parses a nested JSON array into flat Excel rows — and you shouldn't have to. So you send a message to whoever on the team handles these things, and now this is on their list, somewhere below the other three requests they haven't gotten to.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the most reliable repeatable path was a category of Excel add-ons that let you configure field mappings against an API and save them as templates. You picked your Proofly endpoint, mapped your columns, saved the config, and ran it when you needed an update.

That was a real step forward from CSV imports. The mapping was consistent, the output was predictable, and the team didn't have to redo the column alignment every time.

But the template design, the field mapping, the schedule, the conditional logic, the column renaming — all of that was still yours. The tool got the data across the gap, but the architecture of how it landed was entirely on you to define. And when Proofly changed a field name or you added a new worksheet to your workbook, the config broke and sat there until someone noticed.

This is the previous generation. It worked, but the operator paid for every update.

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 Proofly integration it can push to or pull from Proofly for you. No template configuration, no CSV imports, no JSON parsing. You just ask.

Example 1: Pull all Proofly campaigns into a workbook for a campaign review

Fetch all Proofly campaigns and write each campaign's name, notification type, status, and target URL into columns A through D of this sheet

Each campaign lands on its own row. Column A gets the campaign name, B gets the notification type, C gets enabled/disabled status, D gets the target URL. Missing fields write as blank cells flagged in the sidebar.

Example 2: Import Proofly activity logs with a per-page event count

Fetch the Proofly activity log and paste all events from the past 7 days into this Excel sheet, then add a column E that counts total events per unique page URL

The pattern: instead of pulling the raw log and then adding the rollup formula, you ask for both in one prompt. SheetXAI handles the aggregation inline as it writes the data.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook you're using to track Proofly performance, then ask it to pull your campaigns or activity log. The Proofly integration is included in every SheetXAI plan.