⚠️ Please note: We do not officially support Excel connections. Excel has significant limitations compared to Power BI, especially for larger datasets.
Step 1 – Install PostgreSQL ODBC Driver
Download the driver here:
Choose the version that matches your Excel installation:
x64 → 64-bit Excel
x86 → 32-bit Excel
(You can check in Excel: File → Account → About Excel)
Install the driver.
Step 2 – Create an ODBC System DSN
Open ODBC Data Sources (64-bit or 32-bit depending on Excel)
Go to System DSN
Click Add
Select PostgreSQL Unicode
Click Finish
Step 3 – Enter Connection Details
Use the database details from your Connectorly portal.
⚠️ Important:
If the server shows as:
xxxxx.connectorly.io:443
Enter it like this in ODBC:
Server: xxxxx.connectorly.io
Port: 443
Do not include: 443 in the server field.
Enter the remaining credentials exactly as shown in the portal, test the connection, and save.
Step 4 – Connect from Excel
Open Excel
Go to Data → Get Data → From Other Sources → From ODBC
Select your DSN
Choose the tables to import
You should now see your Connectorly tables in Excel.
⚠️ Important: Excel Limitations
Excel is not designed for large database reporting.
Please:
Filter your data (e.g., by date range)
Avoid importing full historical datasets
Only select required columns
Large imports may cause:
Slow performance
Crashes
File corruption
For scalable, modelled reporting with larger datasets, we strongly recommend using Power BI instead.