Workbook Connect turns Excel into a powerful interface for your Master Data. Browse, edit, and publish tables directly from the spreadsheet your team already knows.
Run the guided Windows installer — a signed .exe, with an MSI available for enterprise deployment. Workbook Connect appears as a tab in the Excel ribbon. Enter your server, pick a database, and sign in with Entra ID MFA, Service Principal, Managed Identity, Windows Integrated, or SQL authentication.
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Set foreign-key lookups, filters, primary-key mapping, and column visibility once. Click Save Configuration and every team member receives the settings automatically on connect.
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Edit cells, add rows, or flag deletions directly in your spreadsheet. A per-row status column tracks every change. Hit Commit and Workbook Connect validates and writes everything back to the database at once.
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As your team grows, Pro adds Manage Access to assign and manage Configurator and User roles, plus the Validation Designer to author your own rules. Existing roles and validation rules are always enforced for everyone — even on the free plan.
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Every connection to your database is secured with TLS 1.2.
Workbook Connect works against your existing tables and never alters your schema server-side.
Conflicting edits are detected on commit, so two people never silently overwrite each other.
Access is scoped per database and honours the roles and permissions you already defined.
Everything an individual needs to manage master data straight from Excel. Plug and play.
Shows Workbook Connect branding. Fair-usage policy applies. No expiry, no credit card.
Download freeFor teams across your company. Manage access, author validation, and make it your own.
Built for teams of multiple users within one company. Billed per user, per month.
Contact salesFrom data engineers to business analysts, teams across industries rely on Workbook Connect to keep their master data accurate, up to date, and easy to manage, straight from Excel.
Yes. The Free plan is €0 forever — no time limit, no expiry, and no credit card required. It gives an individual the full workflow: connect, configure a table, edit, validate, and commit straight back to your database. It shows Workbook Connect branding and a fair-usage policy applies. Pro adds team features for €8 per user / month.
Available now: Azure SQL Database, SQL Server, Fabric SQL Database, and Microsoft Fabric Warehouse. Coming soon, with early access open: PostgreSQL, Databricks Lakebase, and Databricks SQL Warehouse. Have a different setup in mind? Get in touch and we will be happy to discuss.
Just Excel on Windows 10 or later. Workbook Connect installs as an Excel add-in through a guided Windows installer (a signed .exe, with an MSI also available for enterprise deployment). It also relies on two standard Microsoft components, the .NET Framework and the VSTO Runtime, which modern Office installations already include; the installer checks for them and links you to a free download if anything is missing. Once installed it appears as a tab in the Excel ribbon and connects directly to your database.
You connect with whichever method your organisation already uses: Microsoft Entra ID with interactive MFA, Entra ID username and password, Service Principal, Managed Identity, Windows Integrated, or SQL authentication. Service Principal and Managed Identity make automated and enterprise scenarios painless. Connections are encrypted with TLS 1.2, Workbook Connect makes no server-side schema changes, and every action honours the permissions and roles already defined in your database — users only see and change what they are allowed to.
Pro is €8 per user / month. It adds Manage Access (assign and manage Configurator and User roles), the Validation Designer (create and edit validation rules), white-labeling and custom branding, no fair-usage limits, and priority support — built for teams of multiple users within one company. Get in touch through our contact form and we will set your team up.
