Excel + Practice Better

Export payment history and transaction statement reports to Excel workbooks for month-end billing.

Connect Excel

What is Excel?

Excel is Microsoft's spreadsheet app. When you link the Excel Connector, Practice Better exports data to an Excel workbook whenever a payment history or transaction statement report is generated. Excel is available with the Connector Hub add-on on Plus and Team plans, and it is linked separately from the Outlook and OneDrive Connectors. See every Excel workflow.

What you can do with Excel

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Export payment history — Generating a payment history report sends the data to an Excel workbook.

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Export transaction statements — Generating a transaction statement report exports it to Excel.

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Work with billing data in a familiar format — Sort, filter, and share month-end data using Excel.

How the Excel connector works

Connect once

The practice owner connects one Microsoft organization through a one-time authorization.

Set up for the whole practice

Settings apply to the whole practice, so there is no per-practitioner setup.

Link each Microsoft app separately

Connecting Excel does not connect Outlook or OneDrive. Each Microsoft app needs its own authorization.

Connect your Excel workbooks in minutes.

Turn on Connector Hub, link your Microsoft organization, and Practice Better exports your billing reports to Excel automatically.

Connect Excel

Frequently asked questions

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Does Practice Better integrate with Excel?

Yes. Practice Better connects with Excel through the Excel Connector in Connector Hub. Payment history and transaction statement reports export to Excel workbooks.

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Which Practice Better plans include the Excel Connector?

The Excel Connector is part of Connector Hub, a paid add-on for Plus and Team plans at $49/month. You also need an active Microsoft organization. Starter and Professional plans can upgrade to get access. Learn more about pricing.

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Which reports export to Excel?

Data is exported when a payment history report or a transaction statement report is generated. See all Excel workflows.

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Does connecting Excel also connect Outlook and OneDrive?

No. Each Microsoft app is linked separately and needs its own authorization.

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Can my team members use the Excel Connector?

Yes, on a Team plan. The practice owner turns on the Manage Connectors permission for each role and connects Excel first. There is no per-practitioner setup. Connectors are not available to admin team members.

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How do I disconnect Excel?

The practice owner can unlink Excel from Connector Hub settings. Because settings apply to the whole practice, unlinking affects every team member.