Data Sharing Between Clarity PPM and Microsoft Excel

Exchange data between Clarity PPM and Excel easily and make use of the analysis functions of both tools.

Business Case: Using Excel's Analysis Functions

Many users appreciate the functionality of Microsoft Excel for processing and analyzing large amounts of data. The Clarity standard provides an Excel export for reports and portlets. Companies with more advanced requirements such as exporting data, modifying it, and importing it back to Clarity can benefit from our customized enhancements.

Our Solution: Excel Exchange with Clarity

With the customized Excel data exchange, you can quickly and easily exchange large amounts of data between Clarity and Microsoft Excel. Users can easily export data from Clarity, modify it in Microsoft Excel, and then import it back to Clarity. This means you can quickly handle large amounts of data and use the advanced analysis capabilities in Microsoft Excel.

Added Value for Your Business

  • Fast data exchange between both tools
  • Use of MS Excel functions with data from Clarity
  • Editing the data in Microsoft Excel
  • Re-export of the data to Clarity

Possible Features

  • Connection to Clarity instance from Excel
  • Export data from Clarity to Excel with freely selectable objects
  • Export data with user-specific locales such as date and unit
  • Filter settings for specific data
  • Import data from Excel into a Clarity custom object
  • Correct export of rich text fields
  • Start processes in Clarity

Tell Us What You Need, We Develop It for You!

We would be happy to develop a suitable interface between Excel and Clarity for you. Or do you have another specific requirement for your system? Tell us what you need – we would be happy to develop it for you.

Contact us now

itdesign Best Practices

For the Implementation of Specific Requirements for Your Clarity System

  • Benefit from itdesign's practical experience with other customers
  • Get a Clarity system adapted to your specific requirements
  • Save valuable time and costs
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I Look Forward To Your Message!

Patrick Schuler

Technical Sales Clarity

+49 7071 3667 60


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