Connect Docusign to Excel like Magic
How to Use Magical to Transfer Data from Docusign to Excel
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Transfer Data from Docusign to Excel: A Step-by-Step Guide
With Magical, you can transfer data from Docusign to Excel in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Excel, helping you speed up your document management and data analysis processes.
More Docusign integrations with Magical
What Docusign data can you transfer
Magical enables you to transfer a wide array of data from Docusign to Excel. Here are some examples of the information you can extract:
Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.
How to Transfer data from Docusign to Excel using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Excel for more efficient document management. Follow these steps:
Sign in to your Docusign account and open the document containing the data you want to transfer, such as signer information and signature date.
In Docusign, label the information you want to transfer with Magical, like Document Name, Signer Name, or Signature Date.
Open your Excel spreadsheet where you want to add the Docusign data.
Type "//" in an empty cell and select the information you want to transfer from Docusign such as Document Name, Signer Name, etc.
The next time you fill out a cell, Magical will automatically transfer all the fields into the form with one click.
About Docusign and Excel
Efficient document management and data analysis are crucial to maintaining business operations. Docusign is a powerful e-signature platform and Excel is a robust data analysis tool. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Docusign to Excel, allowing you to focus on analyzing data and improving business operations.
Other ways to connect DocuSign and Excel
Using Zapier
Zapier provides a seamless connection between Docusign and Excel, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Docusign and Excel is by directly utilizing their APIs. By integrating both APIs, you empower teams with real-time document insights, fostering improved communication and a superior business operations. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on WhatsApp and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from WhatsApp. Magical is free, easy to use, and it can save you a lot of time and effort.
HOW TO INSTALL MAGICAL
To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.
