This article explains how to set up a new Microsoft Excel flow within Flowsite — a no-code integration platform that connects your Sitemate Suite workspace to Excel.
By creating an Excel flow in Flowsite, you can generate a hosted data source (CSV) that refreshes regularly and can be pulled into Excel for reporting and analysis without manual exports. This guide is for users with a Flowsite workspace who want automated data syncing into Excel.
Prerequisites
Before you begin make sure you have the following:
Plan: All plans
Permission: Access to Flowsite, and a Sitemate Suite connection
Skills Required: Flowsite basic configuration
Device Type: Computer
Subscription: Flowsite, Microsoft Excel and the Sitemate Suite
Step-by-Step Instructions:
1. In the Connections tab, ensure Dashpivot, Gearbelt or Sitemate Start is connected
2. Select the Flows tab at the top & click Create Flow
3. A flow selector modal should appear with a thumbnail for Hosted Source for Excel — the card now shows Dashpivot, Gearbelt, and Sitemate Start as source options
4. Click on the flow thumbnail and a new Hosted Source flow will be created
5. Configure the flow by providing a Trigger time in the recurring time trigger block
6. Define the System, Workspace and Module Source
Dashpivot Templates → Paste the Template ID into the input
Dashpivot Actions → This will generate a CSV of the actions from the selected workspace
Gearbelt Source → Select the data type to generate a CSV of that data from the selected workspace e.g. inspections, assets etc
Sitemate Start Templates → Select Sitemate Start as the source, then choose the account-layer template. Flowsite will pull forms from all workspace copies of that template in a single export.
7. When configuration is complete, press Save. This will automatically trigger the first run of the flow before you link it to Excel.
8. Open Microsoft Excel to finalize linking the flow using the provided URL, username, and password generated by Flowsite.
Notes
The Sitemate Start connection must be created by a user with Account Admin permissions. If that user is later demoted, the flow will error until a new connection is made.