Integration

Excel Integration Services | Excel Automation, Web & Database Integration

We provide Excel integration services for teams that need to integrate Excel with a website, web application, database, accounting system or reporting stack.

Perth-based. Australia-wide. Fixed-price Excel automation services for CSV imports, exports, reporting and spreadsheet workflow upgrades.

  • AU-wide Perth-based · servicing Australia
  • 18+ yrs Building custom software
  • Spreadsheet Automation experts
  • Fixed Price scopes, no surprises
Excel Integration

Excel Integration and Automation Services for Websites, Databases and Business Systems

Every business runs on spreadsheets. Price lists arrive as Excel files. Reports need to be in Excel format. Teams still rely on Excel because it is flexible, familiar and useful.

The problem is the manual work around it. Exporting CSVs every morning. Reformatting files for import. Connecting Excel to a website or web application with copy and paste. Assembling reports from six different sources. That is what we automate.

HELLO PEOPLE is a Perth-based software consultancy. We handle Excel integration, Excel web integration, Excel database integration and Excel automation services for Australian businesses.

Excel integration hub diagram connecting CSV imports, validation, transforms, dashboards, exports and live sync
How it runs

An Excel integration project, end to end

Three stages. No surprises. Your live legacy system stays untouched until cutover — delivered personally by the founder.

  1. Week 0

    Excel & Spreadsheet Audit

    15-minute scoping call. We map your spreadsheet workflow, the systems you need it connected to (or migrated to), and the specific workflow gaps. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Build & Parallel-Run

    Integration built in a sandbox and parallel-run against your live spreadsheet workflow for two weeks. Old workbooks stay in place. Every record mapping, field translation and validation rule verified before production. No risk to live data.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Documentation and source code handed over in full.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Sound Familiar?

The spreadsheet workflows that cost you hours

If someone in your business spends their morning wrangling CSVs, these will hit close to home.

The spreadsheet IS the system

You have proper software. Xero, a CRM, a project management tool. But the real operating system is a collection of Excel files. Price lists, order trackers, job schedules, client records. Shared on OneDrive, emailed around, version-confused.

Manual CSV exports every morning

Someone exports a CSV from the accounting software or CRM, opens it in Excel, reformats the columns, adds calculated fields, and emails it to the team. Every. Single. Day.

Version control is "Final_v3_REAL_FINAL.xlsx"

Multiple people editing. Multiple copies floating around. Someone overwrites someone else's changes. Nobody is entirely sure which version is current. Classic spreadsheet chaos.

Broken formulas that nobody notices

Someone deletes a row. A formula references a cell that no longer exists. The number it shows looks plausible so nobody catches the error. Business decisions made on wrong data.

Importing data into software is painful

Your accounting or inventory software accepts CSV imports. But the file has to be in exactly the right format. Wrong column order, wrong date format, wrong delimiter. Import fails. Someone spends an hour formatting it.

Reporting assembled from multiple spreadsheets

The monthly report pulls data from six different Excel files. Someone spends a day copying, pasting, reformatting and checking. The report is always late and sometimes wrong.

15-Minute Integration Audit — No Cost, No Commitment

Tell us what systems you are running and what is not connecting properly. We map the gap, find what needs to be built, and give you a fixed-price quote before you commit to anything.

  • 15-minute scoping call
  • Fixed price included
  • Australian team
  • Ongoing support after launch
Book Your Free Audit
What We Build

Excel & CSV Automation Solutions

Import, export, consolidation, migration — here are the most common spreadsheet automation projects we deliver.

Automated Excel/CSV import

Files dropped in a folder, emailed to an inbox, or uploaded to a portal get picked up, validated, transformed and imported into your software automatically.

Column mapping, date format conversion, data validation, duplicate detection and error handling — all configured for your specific file formats and target systems.

Automated report generation and distribution

Scheduled reports generated from your business systems in Excel format — with proper formatting, multiple tabs, formulas, charts and conditional formatting.

Emailed to the right people on the right schedule. Or saved to SharePoint, OneDrive or a shared folder. No manual assembly required.

Supplier price list processing

Suppliers send price lists in Excel — different formats, different layouts, sometimes different file types. We build a processor that reads them all, maps them to your product catalogue and updates pricing in your ERP, eCommerce or inventory system.

Price change detection, margin calculation, approval workflow and bulk update — automated end to end.

Excel-to-database pipeline

Replace the spreadsheet as the master record. Data from Excel files flows into a proper database with validation, relationships and audit trails. The spreadsheet becomes an input mechanism, not the system of record.

For businesses that have outgrown spreadsheet-based processes but need the transition to be gradual.

Multi-source report consolidation

Data from Xero, your CRM, your project management tool and your inventory system — pulled together into a consolidated Excel report or dashboard. One file, one view, always current.

Monthly board reports, weekly sales reviews, daily operations summaries — assembled automatically from live data.

Spreadsheet to proper software migration

When the spreadsheet has truly become the system and it's time to move to a proper application — CRM, inventory management, project management or a custom solution. We migrate the data and the workflow.

Every row becomes a record. Every calculated column becomes a business rule. The logic in the spreadsheet preserved in a system that scales.

Automated file import pipeline configuration
Automated Excel report with formatted data and charts
Supplier price list processing with automated updates
Data pipeline from Excel to database architecture
Consolidated business report from multiple data sources
Migration from spreadsheet workflows to proper software
Capabilities catalogue

Excel integration & spreadsheet modernisation services we deliver

Every capability below has been delivered for a real Australian business — from a single supplier-CSV importer to full VBA workbook rebuilds replacing decade-old spreadsheet systems. If your scenario is not listed, ask — we build bespoke.

Excel/VBA workbook to web app conversion

  • Desktop spreadsheet to web app conversion
  • Custom rebuild preserving every formula and macro
  • Multi-user concurrency replacing single-author .xlsx workflows
  • Mobile / tablet versions of former Excel-only tools
  • Role-based access control replacing workbook passwords
  • Audit trail and version history (replacing Track Changes)
  • Web form data capture writing back to a proper database

Excel ↔ Xero/MYOB live integration

  • Excel to Xero bulk import for invoices and bills
  • Excel to MYOB chart-of-accounts and journal upload
  • Excel to QuickBooks Online data automation
  • Bank-statement Excel imports with auto-coding rules
  • Budget vs actual workbooks refreshed live from accounting
  • Excel-driven journal templates with validation before posting
  • Supplier price lists imported into accounting and inventory

Excel ↔ Power BI / Power Query workflows

  • Power BI replacement for cross-workbook Excel reporting
  • Power Query refresh feeds replacing manual VLOOKUP merges
  • Excel data models migrated into a proper Power BI semantic model
  • OneDrive / SharePoint Excel files as Power BI data sources
  • Scheduled refresh from Excel files into Power BI and dashboards
  • Bespoke dashboards replacing fragile Excel reports

Excel macro modernisation

  • VBA macro audit, documentation and modernisation
  • Excel macros rewritten as Office Scripts (cloud-friendly TypeScript)
  • VBA business logic extracted into a backend service / API
  • Legacy XLSM and XLS files modernised for Microsoft 365
  • "Macro broke after office update" stabilisation
  • Refactoring fragile Excel formulas into validated data flows

Excel-driven approval & data-entry workflows

  • Customer / supplier intake spreadsheets writing back to a database
  • Approval workflows triggered by an Excel form (email, Teams, web)
  • Timesheet, expense and leave workbooks with proper validation
  • Quote-builder Excel workbooks turned into quoting tools
  • Multi-user data-entry replacement (shared workbook problems gone)
  • Form-on-the-front, Excel-on-the-back hybrid for resistant teams

Excel ↔ SharePoint / OneDrive automation

  • Files dropped in SharePoint folders automatically imported
  • OneDrive-hosted workbooks refreshed from business systems
  • Power Automate flows triggered by Excel file events
  • Microsoft Graph API integration for Excel + Teams + Outlook
  • Excel attachments in Outlook auto-extracted and processed
  • SharePoint list ↔ Excel two-way sync with conflict handling
Why Automate

Excel and CSV files imported automatically

Drop a file in a folder, email it to an inbox, or upload it to a portal. The data gets picked up, validated and imported into your software automatically. No manual formatting, no column reordering, no failed imports.

File format rules applied consistently every time. Errors caught and flagged before they reach your system.

Automated file import workflow processing Excel data

Reports generated and distributed automatically

That daily export someone does manually? Automated. The weekly management report assembled from multiple sources? Generated and emailed at 7am without anyone touching it.

Excel files with the right formatting, the right tabs, the right formulas. Produced by the integration and delivered on schedule.

Automated report generation dashboard

One source of truth instead of many spreadsheets

Data lives in your software systems. Spreadsheets become views of that data, generated on demand, always current, always consistent.

Version control problems disappear because the spreadsheet isn't the system anymore. It's just a convenient format for viewing the data.

Centralised data management replacing multiple spreadsheets

Data validation before it enters your system

Supplier sends a price list in a weird format? Customer submits an order form with missing fields? The import process catches errors, applies business rules and rejects bad data before it reaches your software.

No more cleaning up after a bad import. Problems caught upfront.

Data validation interface showing import quality checks

Excel workflows linked to your cloud tools

Your team still uses Excel for what it's good at — analysis, ad-hoc calculations, flexible data manipulation. But the data flows in and out of Xero, your CRM, your inventory system automatically.

Excel stays in the workflow. But it stops being the bottleneck.

Excel connected to cloud business systems
Pricing

How we price spreadsheet automation

Depends on the number of file formats, target systems and complexity of the transformation.

Free discovery call

Show us the spreadsheet. Tell us the workflow. We'll tell you what can be automated (and what should probably stay in Excel).

Fixed-price quote

Import automation, export generation, data pipeline. Each scoped and quoted at a fixed price. No hourly surprises.

Ongoing support

File formats change. New suppliers appear. Reporting requirements evolve. We keep the automation running and adapting.

Legacy Access database migration to multi-user cloud web application with mobile access
Case Study

Legacy Access database replaced with a multi-user cloud web app

A wholesaler running its operations on a fragile Microsoft Access database — single-user lockouts, occasional corruption, no remote access — was migrated to a modern web app on a proper database. All historical data preserved, forms and reports reproduced, and the workflow extended to mobile crews.

Read the full case study
20yr Of historical data migrated cleanly
0 Days of operational downtime
12wk From discovery to cutover
4x More concurrent users supported
How It Connects

Your Excel automation at a glance

Files arrive. Data validated. Imported into your systems. Reports generated. All automatic.

How It Works

From manual spreadsheets to automated workflows

We start by understanding every file and every step. Then we automate the painful parts.

Workflow Audit

We map every Excel workflow: who creates the file, where it comes from, what happens to it, where the data ends up. We identify what should be automated and what should stay manual.

Format Analysis

We analyse every file format your business processes: column structures, data types, date formats, special characters, multi-sheet workbooks. Edge cases documented upfront.

Build

Import processors, export generators, data pipelines and validation rules built. File monitoring and scheduling configured. Error handling and alerting wired up.

Testing

Real files from your business run through the pipeline. Output validated against manual processing results. Edge cases tested: empty files, wrong formats, corrupt data, huge files.

Go-Live

Live with monitoring. Your team trained on the new workflow: where to drop files, how to check for errors, where reports appear. Month one monitored closely to catch any format variations.

Ongoing

New suppliers send different file formats. Report requirements change. We maintain and evolve the automation as your business needs shift.

Why us

Why HELLO PEOPLE for integrations

  • We build, not just connect

    We write proper integration code: API connections, data mapping, error handling, logging. Not Zapier chains that break quietly.

  • Fixed-price quoting

    You get a clear price before we start. No hourly billing that spirals. No surprise invoices at the end of the month.

  • Built for Australian business

    We understand BAS, GST, super, award rates, Australian privacy law, and the platforms local businesses actually use.

  • Senior team, direct access

    You talk to the people building your integration. No account managers, no offshore handoffs, no ticket queues.

  • Ongoing support included

    APIs change. Platforms update. We monitor, maintain, and evolve your integration so it keeps working as your business grows.

We had three people spending two hours a day on CSV exports and Excel formatting. Now it happens automatically. The files land in the right systems, the reports generate themselves, and the team focuses on actual work. We should have done this years ago.

Finance Manager Wholesale distributor, Sydney
Industries

Excel automation by sector

Every industry runs on spreadsheets. The integration just removes the manual steps.

Wholesale distribution warehouse with spreadsheet automation

Wholesale & Distribution

Supplier price lists, customer order forms, inventory counts and shipping manifests. All arriving as Excel or CSV. We automate the import into your ERP and inventory system.

Finance team with automated spreadsheet processing

Finance & Accounting

Bank statement imports, journal uploads, budget templates and management reports. We automate the Excel workflows that finance teams run every day and month-end.

Manufacturing with production data automation

Manufacturing

Bill of materials, production schedules, quality inspection reports and supplier data sheets. We connect the Excel workflows to your MRP, ERP and quality management systems.

Property management with automated reporting

Real Estate & Property

Rent rolls, property valuations, settlement schedules and tenant reports. We automate the spreadsheet workflows that property managers and agents run weekly.

Retail operations with automated data import

Retail & eCommerce

Product catalogues, inventory uploads, pricing updates and sales reports. We connect the Excel files to Shopify, BigCommerce, your POS and inventory management.

Non-profit organisation with streamlined reporting

Not-for-Profits

Grant acquittals, donor reports, program data and government reporting templates. We automate the data collection and assembly so your team focuses on mission, not spreadsheets.

FAQs

Common questions about Excel and CSV automation

Can you automate our daily CSV export from Xero?

Yes. We connect directly to the Xero API and pull the data you need. No manual export required. It can land in an Excel file, flow to another system, or both. The same approach works for MYOB, Salesforce, Shopify and other platforms with APIs.

We receive supplier files in different formats. Can one system handle them all?

Yes. We build format-specific parsers for each supplier. When a new supplier sends a file in a format we haven't seen, we add a parser. The system detects the format and routes it to the right processor automatically.

How much does Excel automation cost?

Pricing depends on the systems involved, the volume of data and the exception cases. We provide a fixed-price quote after a 15-minute scoping call — no hourly billing, no surprises.

Can you replace our spreadsheet with a proper system?

Yes. When the spreadsheet has become the system of record and it's causing problems, we migrate the data and workflow to a proper application, whether custom-built or a suitable off-the-shelf platform. We keep the transition gradual so your team adapts comfortably.

Our team really likes Excel. Do they have to give it up?

No. Excel is great for analysis, ad-hoc work and flexible data manipulation. The integration just removes it from being the bottleneck. Data flows in and out of Excel automatically. Your team keeps using it for what it's good at.

Can you handle large Excel files?

Yes. Files with hundreds of thousands of rows, multiple sheets, complex formulas and heavy formatting. We optimise the processing for files that would crash a normal Excel session.

What about Google Sheets?

Same approach. Google Sheets, Excel, CSV, TSV. The integration handles whatever file format your business uses. Google Sheets can also be connected via the Sheets API for real-time data flow.

How long does an Excel automation project take?

A single import or export workflow takes 2 to 4 weeks. Multi-format pipelines take 4 to 8 weeks. Full spreadsheet replacement projects take 8 to 16 weeks depending on complexity.

Tell Us About Your Spreadsheet Workflows

Which files, which systems, which manual steps take the most time? Tell us and we'll come back with a clear scope and fixed price.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.