Edit in Excel, no SQL
Your team manages mappings and groupings in the tool they already know, with no database permissions required.
Own your master data, in Excel.
A bonus that comes with the migration. WorkbookConnect is our Excel add-in for master data: your team manages custom mappings, groupings and reference data, with validation and change tracking, and publishes straight to your Fabric or Databricks warehouse. No SQL required.
A migration bonus
The migration is a chance to clean up.
Most legacy estates carry years of ad-hoc mappings and groupings, scattered across spreadsheets and buried in stored procedures. Moving platform is the moment to consolidate them. WorkbookConnect gives the business a governed way to own that reference data, in the tool they already use every day.
- Manage custom mappings and groupings in Excel
- Validation and dropdowns keep the data clean
- Change tracking before anything is committed
- Publishes straight into the new platform
| legacy_code | master_name | group | status | |
|---|---|---|---|---|
| 1 | CRM-1001 | Acme Holding BV | Enterprise | synced |
| 2 | CRM-1002 | Acme Logistics | Enterprise | edited |
| 3 | CRM-2087 | Northwind Foods | Mid-market | synced |
| 4 | CRM-2093 | Contoso Retail | Mid-market | edited |
| 5 | CRM-3300 | Fabrikam GmbH | Enterprise | new row |
Edited in Excel, published straight to the warehouse: no SQL, full change tracking.
What it gives your team
Master data, owned by the people who know it.
The business owns the mappings and groupings; the platform reads exactly what they curate. No tickets, no SQL, no drift.
Validation and dropdowns
Column rules, dropdowns and validation are configured once and distributed, so the data stays clean as it is edited.
Role-based access
Configurators manage the setup; users load and edit. Everyone sees the right columns and nothing they should not.
Change tracking
A status column tracks every edit before it is committed, so changes are deliberate and reviewable, not silent.
Publishes to Fabric or Databricks
Edits go straight into the Fabric Warehouse, Fabric SQL or Databricks, so the master data the platform reads is the data your team curates.
Clean up legacy for good
Consolidate scattered, ad-hoc reference data into one governed place as part of the move, instead of carrying it across.
WorkbookConnect connects to the Fabric Warehouse, Fabric SQL and Databricks today, with PostgreSQL on the way. See WorkbookConnect ↗
Good questions
Master data tooling, answered.
Is this part of the migration?
Yes. WorkbookConnect is our own product, and we set it up as part of your migration so your team can own master data from day one on the new platform.
What does it connect to?
Azure SQL, SQL Server, the Fabric Warehouse, Fabric SQL and Databricks today, with PostgreSQL on the way. Edits publish straight to the database. See WorkbookConnect →
Who actually uses it?
Business analysts and data stewards, in Excel. No SQL and no database permissions: a configurator sets the columns, dropdowns and validation rules once, and they distribute to the team.
Why does this matter for a migration?
Legacy estates accumulate years of ad-hoc mappings and groupings in spreadsheets and stored procedures. Moving platform is the moment to consolidate them into one governed place instead of carrying the mess across.
Let's talk
Want to own your master data?
Tell us about the mappings and groupings buried in your estate, and we'll show how WorkbookConnect would put them back in your team's hands on the new platform.
Plan my migrationA short form, no spam. We usually reply within one business day.