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Excel - Brandfolder Integration and Automation

Integrate Excel Office Productivity and Brandfolder Digital Asset Management (DAM) apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between Excel and Brandfolder

1. Bulk Upload and Update of Brand Assets from Excel to Brandfolder

Marketing operations teams often maintain asset metadata, usage rights, campaign tags, and version details in Excel before publishing to Brandfolder. An integration can take structured Excel files and create or update Brandfolder asset records in bulk, reducing manual entry and improving consistency.

  • Direction: Excel to Brandfolder
  • Business value: Faster onboarding of large asset libraries, fewer metadata errors, and better searchability in Brandfolder
  • Typical data: Asset names, descriptions, campaign tags, expiration dates, usage rights, and folder assignments

2. Export Brandfolder Asset Metadata to Excel for Audit and Governance Reviews

Teams responsible for brand governance can export asset inventories and metadata from Brandfolder into Excel for offline review, compliance checks, and exception tracking. This is useful when validating whether assets are current, approved, and properly tagged.

  • Direction: Brandfolder to Excel
  • Business value: Easier audit preparation, faster compliance review, and improved visibility into asset quality
  • Typical data: Asset IDs, file types, approval status, expiration dates, owner, and usage restrictions

3. Excel-Based Asset Request Lists for Brandfolder Upload Preparation

Business users can prepare new asset intake lists in Excel, including file references and required metadata, then hand them off for automated ingestion into Brandfolder. This is especially useful when multiple teams contribute content for a campaign or product launch.

  • Direction: Excel to Brandfolder
  • Business value: Standardized intake process, reduced back-and-forth with creative teams, and faster asset publishing
  • Typical data: Campaign name, asset owner, file path, approval status, channel usage, and localization details

4. Synchronize Product or Campaign Metadata from Excel into Brandfolder for Better Asset Discovery

Organizations often manage product launch details, seasonal campaign codes, or regional market information in Excel. Integrating this data into Brandfolder helps enrich assets with business context so users can find the right content faster and apply it correctly.

  • Direction: Excel to Brandfolder
  • Business value: Improved search, better asset reuse, and fewer brand compliance mistakes
  • Typical data: Product SKU, launch date, region, audience segment, campaign code, and channel

5. Brandfolder Asset Status Reporting in Excel for Stakeholder Dashboards

Brand and marketing teams can pull asset performance or status data from Brandfolder into Excel to build dashboards and reports for leadership. This supports reporting on asset readiness, approval progress, and content coverage by campaign or region.

  • Direction: Brandfolder to Excel
  • Business value: Better executive reporting, clearer campaign readiness tracking, and more informed planning
  • Typical data: Asset counts by status, approval completion, usage by folder, and missing content gaps

6. Bi-Directional Metadata Reconciliation Between Excel and Brandfolder

When multiple teams maintain asset information, Excel can serve as the working file for updates while Brandfolder remains the system of record for approved assets. A bi-directional integration can compare records, flag mismatches, and push approved changes back into Brandfolder.

  • Direction: Bi-directional
  • Business value: Stronger data governance, fewer duplicate updates, and improved metadata accuracy
  • Typical data: Asset titles, tags, rights information, owner assignments, and approval flags

7. Localization and Regional Asset Tracking Using Excel and Brandfolder

Global organizations often track localized asset variants in Excel, including language, market, and regulatory requirements. That spreadsheet can be used to update Brandfolder with regional metadata so local teams can quickly identify approved versions for their market.

  • Direction: Excel to Brandfolder, with reporting back to Excel
  • Business value: Better regional governance, reduced use of incorrect assets, and faster localization workflows
  • Typical data: Language, country, market, legal disclaimer, version number, and approved channel

8. Campaign Asset Inventory Reconciliation Between Excel and Brandfolder

Before a campaign launch, teams can compare an Excel-based asset checklist against what is actually stored in Brandfolder. The integration can identify missing files, incomplete metadata, or assets that have not yet been approved, helping teams close gaps before launch.

  • Direction: Excel to Brandfolder and Brandfolder to Excel
  • Business value: Fewer launch delays, improved cross-team coordination, and stronger campaign readiness
  • Typical data: Required asset list, completion status, approval state, and missing deliverables

How to integrate and automate Excel with Brandfolder using OneTeg?