Vitally is a powerful customer success platform that enables businesses to monitor and enhance customer relationships effectively. It provides tools for tracking engagement, identifying potential churn, and driving proactive customer management through data-driven insights. 

Integrating Vitally with Microsoft Excel allows you to analyze customer data, create customized reports, and collaborate with your team in a familiar spreadsheet environment. This connection ensures real-time insights into customer success metrics, empowering you to make timely and informed decisions.

This guide will compare different methods to connect Vitally with Excel, highlighting why Superjoin is often the best choice for many users.

Best Ways to Connect Vitally to Excel

Method 1: Using Superjoin

Superjoin provides the fastest and easiest way to connect Vitally to Excel without any technical know-how or complex setup processes. Here’s how it works:

Step 1: Open this link, click on Get it now.

Step 2: Once installed, click on Open in Excel or Try using it online (for Excel online).

Step 3: Launch Superjoin by opening the add-in and clicking on Open Sidebar. Login with your Microsoft account to start using Superjoin.

Step 4: From Sources, select Vitally from the list.

Step 5: Enter your Subdomain and the API Key of your Vitally account. Once this is done, click on Authorize to allow Superjoin to access your Vitally data.

Step 6: After authorization, you'll see a list of your Vitally properties in the Data Preview Window.

Choose your property and view, then click "Import" to bring the data into Excel.

Voila, you've successfully imported your Vitally data to Excel using Superjoin!

It is particularly suitable for users looking for a Vitally to Excel free tool, as Superjoin offers a free tier.

Method 2: Manually Exporting Vitally Data into CSV

The manual method involves exporting data from Vitally as a CSV file and then importing it into Excel. Here’s how it works:

Step 1: Log in to Vitally and navigate to the specific report, dashboard, or data set you want to export.

Step 2: Look for an export option, usually labeled as "Export" or "Download," and select CSV as the file format.

Step 3: Open Excel: Create a new Excel or open an existing one where you want the data to be imported, go to "File" > "Import", and upload the CSV file you exported from Vitally.

Limitations:

This method is straightforward but requires manual updates whenever your data changes in your Vitally account.

Why Choose Superjoin?

In comparison with other methods, Superjoin stands out due to its:

• User-Friendly Interface: Designed for non-technical users such as business analysts and marketers.

• Time Efficiency: Enables quick data import without manual file handling.

• Automated Updates: Keeps your data synchronized with real-time changes in Snowflake.

• Integrated Experience: Operates entirely within Excel, ensuring seamless workflows.

For those seeking a simple yet powerful solution for integrating Snowflake with Excel, Superjoin minimizes technical barriers while maximizing efficiency, making it an excellent choice for most users.