UniFi Excel Add-in

Seamlessly send and receive data
from Excel

You can use the Excel Add-in to send data into UniFi at the click of a button. This reduces the need to manually re-key information which saves you time for higher-value activities.

The UniFi Excel add-in can be used as both a reporting tool and to create transactions, giving you a two-way integration that will make life easier.

There are 3 types of data upload using Excel Add-in

1. Reference Data Upload

Reference data upload allows you to take data in an Excel spreadsheet and send it to a reference data table in UniFi.

2. App Data Upload
This allows you to take data in an Excel spreadsheet and send that data to an app (application). 
3. User Data Upload
This allows you to upload lists of users and can be useful if you need to create several new users in a single batch operation. 

There are 2 types of data download using Excel Add-in

1. Reference Data Download

This allows you to get data from a UniFi reference table into Excel for further viewing and analysis.

2. App Data Download

This allows you to download app data into a spreadsheet for further viewing and analysis. 

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Emma is a Business Development Manager at FinanSys with a strong background in accounting. She holds the AAT qualification and is part-qualified as a Chartered Accountant with ICAEW. Previously, Emma served as Finance Manager, where she oversaw all financial operations and successfully implemented a new financial management system. With 7 years of experience, Emma prides herself in identifying challenges faced by finance teams and delivering effective solutions, leveraging her expertise in accounting and financial systems.

Glyn is the Business Development Director at UniFi. Qualified as both a barrister and a chartered accountant, he has dedicated his career to merging these disciplines to drive impactful results. Since entering the IT industry in 1998, he has held diverse roles ranging from back-office accounting to frontline sales, culminating in leadership positions where experience has honed his strategic vision.

His leadership philosophy focuses on nurturing and empowering teams, fostering an environment where they not only achieve exceptional growth but also enjoy the journey together.

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