Introduction
This integration allows you to automatically transfer data from Dashpivot, Gearbelt, or Sitemate Start into Excel via Flowsite on a regular basis, stopping the need for manual data exports every day/week/month.
How it works
Requirements
In order to build this flow, you will need to connect Dashpivot, Gearbelt, or Sitemate Start (account-layer connection) to your Flowsite workspace.
Excel desktop - this integration is only available on the desktop version of Excel
This integration is available to customers on all Flowsite plans
Supported configurations
The following configurations are supported:
The following configurations are supported. Gearbelt data sources include: Assets, Documents, Inspections, Issues, Repair Records, Schedule Checks, Schedule Records, Work Orders, Locations, Reading Logs, and Sitemate Users.
Sitemate Start → Excel
Sitemate Start Templates are supported as an additional data source. Select an account-layer template and Flowsite will export forms from all workspace copies of that template in a single flow — no need to set up a separate flow per workspace.