Can I paste data directly from Excel?

Yes. Copy a range in Excel, click into the Grove FP grid, and paste. The data is mapped automatically.

Are Excel formulas preserved on import?

Formulas are not imported directly, but Grove FP's formula engine supports equivalent syntax. We help you recreate key formulas.

Is there a file size limit?

The import wizard handles files up to 50MB. For larger datasets, we recommend splitting into multiple files or using the API.

Can I export to CSV as well?

Yes. Both XLSX and CSV export options are available for any report or data view.

IntegrationSpreadsheets

Excel Integration

Microsoft Excel is the universal language of finance. Grove FP is built to work seamlessly with Excel — import your existing spreadsheets, paste data directly, and export to XLSX format at any time.

Setup time

1 minute

Sync frequency

On-demand import/export

Data flow

Excel ↔ Grove FP: Spreadsheets, data tables, reports (bidirectional)

Overview

What it does

Import Excel workbooks (.xlsx, .xls, .csv) into Grove FP with automatic column mapping. Paste data directly from Excel into the planning grid. Export any report, budget, or dataset back to Excel with full formatting.

Benefits

Why connect Excel

Paste data directly from Excel into the Grove FP grid — no file upload needed

Export any report or dataset to a formatted XLSX file with one click

Formula compatibility means your existing Excel logic translates naturally

Import historical data from legacy Excel budgets to bootstrap your Grove FP model

Setup

How to connect Excel

Import your spreadsheet

Upload an XLSX, XLS, or CSV file. Grove FP parses the data and suggests column-to-dimension mappings.

Map columns

Review and confirm which Excel columns map to accounts, departments, time periods, and values in Grove FP.

Validate and import

Grove FP validates the data, flags any issues, and imports clean data into your model.

Work and export

Plan as normal in Grove FP. Export any view back to Excel whenever you need it.

Use cases

How finance teams use this integration

Legacy migration

Migrate years of Excel-based budgets into Grove FP. Keep your historical data while gaining the power of a proper planning platform.

Board pack distribution

Build your reports in Grove FP and export to Excel for board members who prefer working in spreadsheets.

Data collection

Collect budget inputs from department heads in Excel and import them into Grove FP for consolidation.

Works well with

Related integrations

Spreadsheets

Google Sheets

Google Sheets is the go-to collaborative spreadsheet for many teams. The Grove FP integration provides two-way sync, so you can work in Google Sheets when it suits you and have data flow back to Grove FP automatically.

View integration

Data & BI

Power BI

Microsoft Power BI is the industry-leading business intelligence platform. The Grove FP integration lets you push your planning data into Power BI for advanced visualisations, dashboards, and embedded analytics.

View integration

Data & BI

Tableau

Tableau is a leading data visualisation and analytics platform used by finance and analytics teams worldwide. The Grove FP integration lets you connect Tableau directly to your planning data for rich financial visualisations.

View integration

FAQ

Frequently asked questions

Grove FP supports .xlsx, .xls, and .csv file imports. Exports are always in .xlsx format with full formatting.

Connect Excel to Grove FP today

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