--- title: "Excel Integration: How to Set It Up" description: Keep your reports up to date by adding real-time project, task and team data to your Excel spreadsheets and charts. --- [Skip to content](https://learn.projectmanager.com/excel#main-content) - [English](https://learn.projectmanager.com/excel) - [Español](https://learn.projectmanager.com/es/excel) English Show submenu for translations [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) ![](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-01.png?width=40&height=31&name=2022-PM-Logo-01.png) - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) Open main navigation Close main navigation - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) - - [English](https://learn.projectmanager.com/excel) - [Español](https://learn.projectmanager.com/es/excel) English Show submenu for translations - [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) How can we help you today? - There are no suggestions because the search field is empty. 1. [ProjectManager Knowledge Base](https://learn.projectmanager.com/) 2. [Integrations](https://learn.projectmanager.com/integrations) 3. [Analytics](https://learn.projectmanager.com/integrations#analytics) # Excel Integration: How to Set It Up ## Keep your reports up to date by adding real-time project, task and team data to your Excel spreadsheets and charts. This feature is included in the Enterprise edition; it can also be added to the Business plan as part of our Integration Bundle. [Upgrade your plan today!](https://www.projectmanager.com/pricing) ### Prerequisites There are a few things you'll need before you start: 1. **Access** → Excel integration is included in Enterprise plan or the Integration Bundle 2. **API Key** → [Generate an API key](https://learn.projectmanager.com/find-your-api-key) within ProjectManager to use with Excel 3. **Account Email** → The email address you log in to ProjectManager with With these things in hand you're ready to head to Excel and start up the integration. ### Video Walkthrough Watch the video below if you need help setting up your integration. It will show you the steps required to get the data flowing into Excel. ### Integrate with Excel Follow these steps to add live ProjectManager data to an Excel spreadsheet: - In Excel, create a new workbook - Click on the Data tab at the top - Click on the "Get Data" button, then select "From Other Sources", then "OData Feed" ![](https://learn.projectmanager.com/hs-fs/hubfs/image-png-Mar-13-2025-08-18-59-2291-PM.png?width=400&height=477&name=image-png-Mar-13-2025-08-18-59-2291-PM.png) - In the "OData Feed" screen, choose "Basic" and paste the following URL: *https://api.projectmanager.com/api/data/providers/odata* - On the authentication screen, select "Basic Authentication" and type in your email address and your API key ![](https://learn.projectmanager.com/hs-fs/hubfs/image%202-png.png?width=550&height=328&name=image%202-png.png) - You can then choose a table to load data directly into Excel - To load another table, click "Recent Sources" in the ribbon bar to bring - To refresh data, click "Refresh All" - 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