Excel - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between Microsoft Excel and OpenText Core Digital Asset Management

• Bulk asset metadata updates from Excel to OpenText Core Digital Asset Management

  Marketing, product, and content teams often maintain large metadata sets in Excel for images, videos, and documents. Users can prepare or correct fields such as asset title, description, campaign name, usage rights, product SKU, and language in Excel, then import the file into OpenText Core Digital Asset Management to update records in bulk. This reduces manual entry, improves metadata consistency, and speeds up large-scale catalog or campaign updates.

• Exporting asset inventories from OpenText Core Digital Asset Management to Excel for review and governance

  Digital asset managers can export asset lists, metadata, and usage status from OpenText Core Digital Asset Management into Excel for offline review, audit preparation, and governance checks. Business users can filter for expired rights, missing metadata, duplicate assets, or assets not assigned to a campaign, then share the workbook with stakeholders for remediation. This supports better asset quality control and compliance oversight.

• Excel-based content planning and asset request intake into OpenText Core Digital Asset Management

  Teams can use standardized Excel templates to capture new asset requests, campaign requirements, file naming conventions, and approval details. The completed spreadsheet can be imported or used to create structured records in OpenText Core Digital Asset Management, helping creative operations teams manage intake more efficiently. This is especially useful for high-volume marketing production workflows where requests come from multiple business units.

• Synchronizing product and campaign reference data from Excel to OpenText Core Digital Asset Management

  Organizations frequently maintain product hierarchies, seasonal campaign codes, channel lists, and regional market data in Excel. That reference data can be loaded into OpenText Core Digital Asset Management to tag assets accurately and support search, filtering, and distribution. This improves discoverability and ensures assets are aligned to the correct product lines, regions, and campaigns.

• Rights and expiration tracking using Excel analysis with OpenText Core Digital Asset Management source data

  OpenText Core Digital Asset Management can provide asset metadata exports that include license start and end dates, usage restrictions, and approval status. Excel can then be used to calculate upcoming expirations, flag assets nearing end-of-rights, and create renewal trackers for legal and marketing teams. This helps prevent unauthorized asset use and reduces compliance risk.

• Cross-functional reporting on asset usage and content performance

  Asset metadata and usage information from OpenText Core Digital Asset Management can be exported to Excel for reporting and analysis. Business teams can combine this data with campaign results, channel performance, or product launch timelines to assess which assets are reused most often, which formats perform best, and where content gaps exist. This supports more informed content investment and planning decisions.

• Bi-directional workflow for asset enrichment and validation

  OpenText Core Digital Asset Management can supply asset records to Excel for enrichment by business users, while Excel can return validated updates back to the DAM system. For example, regional teams can add localized captions, translations, or market-specific tags in Excel, and a central team can review and approve the updates before loading them into OpenText Core Digital Asset Management. This creates a controlled workflow that balances local flexibility with centralized governance.