Home | Connectors | Excel | Excel - Centric Integration and Automation

Excel - Centric Integration and Automation

Integrate Excel Office Productivity and Centric Product Lifecycle Management 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 Centric

1. Bulk Product Data Upload from Excel to Centric

Business users prepare new product records, attribute updates, and seasonal assortment changes in Excel templates, then import them into Centric for structured product lifecycle management. This is especially useful for large catalog updates, where merchandising, product development, and operations teams need a controlled way to load hundreds or thousands of SKUs at once.

  • Direction: Excel to Centric
  • Business value: Reduces manual data entry, speeds up product setup, and improves consistency across product records.

2. Product Development Status Reporting from Centric to Excel

Centric product lifecycle data such as development stage, sample approvals, cost status, and launch readiness can be exported to Excel for reporting and analysis. Teams often use Excel to build management dashboards, track milestone completion, and compare product progress across categories, regions, or seasons.

  • Direction: Centric to Excel
  • Business value: Gives leadership and cross-functional teams a flexible reporting layer for tracking product pipeline health.

3. Assortment Planning and Line Review Preparation

Merchandising and product teams can extract product master data from Centric into Excel to support line reviews, assortment planning, and financial planning exercises. In Excel, users can model pricing, margin, SKU counts, and launch scenarios before sending approved updates back into Centric for execution.

  • Direction: Bi-directional
  • Business value: Supports faster decision-making during seasonal planning while keeping product data aligned with the source system.

4. Product Attribute Validation and Data Quality Checks

Excel can be used as a staging and validation tool before product data is loaded into Centric. Teams can apply formulas, filters, conditional formatting, and lookup tables to identify missing attributes, inconsistent values, duplicate SKUs, or invalid codes before import.

  • Direction: Excel to Centric
  • Business value: Improves data quality at the point of entry and reduces rework in product development workflows.

5. Cost and Margin Analysis for Product Development

Centric can provide product specifications, BOM-related data, and development details to Excel for cost modeling and margin analysis. Finance, sourcing, and product teams can use Excel to calculate target costs, compare supplier options, and assess profitability before finalizing product decisions in Centric.

  • Direction: Centric to Excel
  • Business value: Enables more informed product decisions by combining operational product data with financial analysis.

6. Seasonal Product Update Synchronization

For seasonal collections, teams often maintain large update files in Excel for changes such as colorways, sizes, descriptions, launch dates, and status changes. These updates can be synchronized into Centric to keep product development records current across design, sourcing, and merchandising teams.

  • Direction: Excel to Centric
  • Business value: Helps teams manage high-volume seasonal changes efficiently and maintain a single operational view of product data.

7. Cross-Functional Review Packs and Executive Summaries

Centric data can be exported to Excel to create formatted review packs for product line meetings, executive updates, and supplier discussions. Excel allows teams to combine product status, cost, timeline, and assortment data into a single presentation-ready workbook for offline review and decision support.

  • Direction: Centric to Excel
  • Business value: Improves communication across teams by turning structured product data into easy-to-review business summaries.

How to integrate and automate Excel with Centric using OneTeg?