Welcome to the ultimate resource for enhancing your data management and reporting workflows with GoCanvas plugins for Excel. In today's fast-paced business environment, seamless integration between data collection platforms and analysis tools is essential for informed decision-making and efficiency. Our GoCanvas plugins, including the widely-used Business Insights, bridge the gap between the GoCanvas app and Microsoft Excel, providing a robust solution for exporting submissions, managing reference data, and automating dispatches directly within Excel. On this page, we'll delve into the intricate world of GoCanvas, explore the dynamic plugins that connect GoCanvas to Excel, highlight common use cases that showcase the plugins' versatility, and answer frequently asked questions to streamline your experience. Get ready to transform your data-driven strategies with GoCanvas Excel plugins.
GoCanvas is a versatile software tool designed to enhance the efficiency of business operations across various industries, including construction management, fire and life safety, and reselling. It enables businesses to control and safeguard their operations while providing the flexibility to work in offline mode for field operations. With GoCanvas, users have access to real-time data that is crucial for informed decision-making and can take advantage of pre-built form templates, integrations, and drag-and-drop workflows. The aim is to streamline operations, reduce manual tasks, and ultimately save administrative time for customers.
The software supports a robust user base, with over 25,000 daily users and processes more than 2.5 million form submissions monthly. GoCanvas is designed not only to automate workflows and schedule assignments but also to provide data-driven insights, which can lead to increased productivity and time savings. A dedicated customer support team is in place to ensure that any issues are resolved promptly, often within one business day. By integrating with other business tools, GoCanvas becomes a comprehensive solution for managing a wide range of business activities.
Business Insights, the GoCanvas Excel plugin, allows users to export submissions directly into Excel for enhanced reporting. This can be done by selecting the desired application and date range. Users have the option to refresh their data by downloading new submissions and choosing whether to append or replace the existing data in Excel.
The plugin includes a Submission Mapping feature which enables users to download data from specific fields within their forms. To utilize this feature, users must first create a map of the fields they wish to download, ensuring to include the version of the form and field labels. This mapped data can then be retrieved by selecting the appropriate sheet, application, and date range in Excel.
Business Insights simplifies the process of updating existing reference data directly from Excel. This is particularly useful for maintaining accurate and current data within GoCanvas applications. Additionally, the Append reference data feature allows users to update data by specific user groups, enhancing data management and organization.
Users can also upload dispatches to GoCanvas users through Business Insights. The Dispatch Upload feature requires the file to have Description, User email, and Scheduled At as the first three columns. After uploading, a Dispatch Status Column is generated within Excel, providing users with information on the delivery status of each dispatch.
For more advanced data management, the Dynamic Reference Data feature, which is a paid service, updates Reference Data dynamically with information entered in previous submissions. Additionally, the GoCanvas Webservices API offers an alternative method for pulling down submitted data for users who seek to integrate GoCanvas with external systems or custom reporting tools.
Business Insights is an Excel plugin that connects Excel with a GoCanvas account, allowing users to download submissions, upload reference data, and dispatches. It is compatible with Microsoft Excel 2007 and higher.
No, GoCanvas will stop supporting the Business Insights feature on December 31st, 2023. GoCanvas Analytics is recommended for custom dashboard-based data analysis as an alternative.
Yes, Business Insights allows users to download data for specific fields using the Submission Mapping feature, which creates a new 'Mapping' sheet in Excel for this purpose.
Yes, users can update existing Reference Data in GoCanvas using the Reference Data Upload button in Business Insights.
Yes, Zapier offers templates to automate workflows between Microsoft Excel and GoCanvas, allowing for triggers from Excel and actions from GoCanvas to create automated workflows, known as Zaps.
Utilizing plugins like Business Insights for GoCanvas provides users with powerful capabilities to directly connect their GoCanvas account with Excel, enabling the download of Submissions, and the upload of Reference Data and Dispatches to streamline their business operations. Such integrations are crucial for industries like construction, repair, human resources, and facilities management to automate workflows and make data collection consistent and uniform. Although Business Insights has been discontinued and was only compatible with PC versions of Excel, users looking for a seamless data integration experience can turn to Sourcetable. Sourcetable allows you to import data directly into spreadsheets without the need for a plugin. Sign up for Sourcetable today to get started and elevate your data management to the next level.