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  3. /Microsoft Excel
Via CSV Export

Cursive + Microsoft ExcelIntegration

Cursive exports identified visitor data as CSV files that open directly in Excel. Teams that rely on Excel for reporting, analysis, or CRM data prep can work with Cursive data in their familiar environment, complete with pivot tables, VLOOKUP formulas, and executive-ready charts.

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How YourData Flows

When Cursive identifies a visitor, here is exactly how that data maps into Microsoft Excel. No manual entry, just clean, structured records.

Cursive FieldMicrosoft Excel FieldWhat Happens
Visitor NameExcel Row (Name Column)Each identified visitor becomes a row with their name in the designated column.
Visitor EmailExcel Row (Email Column)Email addresses populate the Email column for outreach and deduplication.
Company NameExcel Row (Company Column)Company names fill the Company column for account-level analysis.
Pages VisitedExcel Row (Intent Column)Key pages visited indicate intent level and interest areas.

Need a field that is not listed? Explore the Cursive platform to see every data point we capture.

What YouCan Do

Connecting Cursive with Microsoft Excel unlocks workflows that save hours every week and make sure no qualified lead slips through the cracks.

Export for Offline Analysis

Download Cursive visitor data as a CSV, open it in Excel, and use pivot tables, conditional formatting, and charts to analyze visitor trends offline. Ideal for teams without real-time dashboard access or those who prefer Excel's analysis depth.

Mail Merge for Personalized Outreach

Use Cursive CSV exports as the data source for an Outlook or Word mail merge. Personalize outreach emails with visitor name, company, and pages visited to craft relevant messages at scale without a dedicated email tool.

Executive Reporting

Build an Excel template with charts and summary tables that refresh when you paste new Cursive export data. Deliver weekly executive reports showing visitor volume, top companies, industry breakdown, and conversion metrics in a polished format.

With Cursive's visitor identification data flowing into Microsoft Excel, you can build any workflow your revenue team needs.

How toConnect

Getting Cursive and Microsoft Excel connected takes just a few minutes. Follow the steps below.

  1. 1

    In Cursive, go to Integrations and select CSV Export.

  2. 2

    Choose your date range, visitor segment, and fields to include in the export.

  3. 3

    Click Export and save the CSV file to your computer.

  4. 4

    Open the CSV in Microsoft Excel. Use Data > From Text/CSV if Excel does not open it automatically.

  5. 5

    Format as a table (Ctrl+T) to enable sorting, filtering, and pivot table creation.

Need help getting set up? Our team can walk you through the entire connection process on a quick call and recommend the highest-impact automations for your stack.

Frequently AskedQuestions

What CSV format does Cursive use?

Cursive exports standard UTF-8 encoded CSV files with comma delimiters. Excel opens these natively on both Windows and Mac without any special configuration.

Can I automate Excel imports from Cursive?

Cursive provides manual CSV downloads. For automation, use Power Automate to watch a folder for new CSV files and import them into an Excel workbook automatically.

How many rows can I export?

Cursive CSV exports can include tens of thousands of visitor records. Excel supports over one million rows per sheet, so even large exports are handled without issue.

Can I use Power Query with Cursive data?

Yes. Import the Cursive CSV into Excel using Power Query for automatic data type detection, transformations, and scheduled refresh when new exports are available.

Does the export include all visitor fields?

You choose which fields to include during export configuration. Available fields include name, email, company, job title, pages visited, visit count, engagement score, and timestamps.

Have a question that is not answered here? Check our pricing page for plan details, or book a call to speak with our team.

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Ready to connect Cursivewith Microsoft Excel?

Start identifying your website visitors and routing enriched data into Microsoft Excel in minutes. Plans from $97/mo, month-to-month, cancel anytime.

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