ROLLER ↔ Excel 365

ROLLER to Excel 365 Daily Revenue Log

Automated end-of-day revenue logs from ROLLER appended to Excel 365 every evening so finance teams have an always-current financial ledger without any manual data entry.

$12/month
0 min
manual entry
Real-time
on trigger
Pre-built
no code
ROLLER
Microsoft 365

IntelliPaaS Integration Pack for ROLLER and Excel 365 eliminates the manual drudgery of daily sales reporting. At the close of business each day, the platform automatically extracts revenue totals from ROLLER — segmented by key categories like Ticketing, Food and Beverage and Merchandise — and appends them as a new row in your designated Excel 365 workbook. This creates an always-up-to-date financial ledger without human intervention, allowing your finance and management teams to focus on analysis rather than data entry.

Manual daily revenue logging is one of the most error-prone and time-consuming routines in venue finance operations. A team member must log in to ROLLER, pull the relevant reports, copy the correct figures across to a spreadsheet and ensure the format is consistent with previous entries — a process that takes 15 to 45 minutes every evening and introduces the possibility of transcription errors, missed categories or inconsistently formatted date fields. Over a year, the cumulative time spent on this task adds up to days of productive capacity lost to avoidable admin.

The automated Excel 365 log appends a structured row each evening with the date, total revenue and category breakdown exactly as configured. The format is consistent across every entry so Excel formulas, pivot tables and charts built on the workbook continue to work without adjustment. Finance teams arrive in the morning with an already-updated ledger, ready to review trends, generate management reports or share the current figures with leadership — without spending the first part of their day on data entry.

How it works

Watch the agent run, end to end

intellipaas · agent run
TRIGGER A scheduled trigger fires automatically at the configured end-of-business time each day and IntelliPaaS initiates the revenue pull from ROLLER for the current trading period.
01
IntelliPaaS retrieves the day's revenue totals from ROLLER, segmented by category, including Ticketing, Food and Beverage, Merchandise and any other configured revenue streams.
02
The platform formats the revenue data into a structured row with the current date and all category figures and appends it to the designated Excel 365 workbook automatically.
03
Finance and management teams open Excel 365 the following morning to find the previous day's revenue already logged accurately, formatted consistently and ready for analysis without any manual entry.
Use case highlights

Why deploy this use case

Automated Bookkeeping

Removes the daily task of manually entering sales figures into spreadsheets.

Granular Data

Logs revenue by specific streams (Tickets vs. F&B), enabling better trend analysis.

Error Reduction

Eliminates typos and transposition errors common with manual data entry.

Ready for Analysis

Data is formatted perfectly for PivotTables, charts, or further financial modeling in Excel.

Historical Accuracy

Builds a permanent, unalterable record of daily performance over time.

Finance Team Access

Since the data lives in Excel 365, it's instantly accessible to authorised finance staff anywhere.

/connectors/roller
All ROLLER integrations
/connectors/microsoft-365
All Microsoft 365 integrations
FAQ

Questions teams ask

How quickly can we get the ROLLER to Excel 365 Daily Revenue Log Integration Pack running?

Most teams are live the same day. Connect your ROLLER and Microsoft 365 accounts, confirm the field mapping and the agent starts running against your own data. There is no infrastructure to provision and nothing to deploy.

Do we need to write any code?

No. The Integration Pack ships with the trigger, the agent logic and the actions already configured. Everything is adjusted from the IntelliPaaS dashboard, so your operations team can own it without waiting on engineering.

How often does data sync between ROLLER and Microsoft 365?

The agent runs on every qualifying event in ROLLER, so records reach Microsoft 365 within moments rather than waiting for an overnight batch. You can also put the Integration Pack on a schedule or trigger a run by hand when that suits your process better.

What happens if a record fails to sync?

Failed runs are retried automatically, and anything still unresolved is held in a review queue with the full error trace attached, so nothing is dropped silently. Your team is alerted and can replay the record once the cause is cleared.

Can we customise the field mapping?

Yes. Every field mapped between ROLLER and Microsoft 365 is editable, and you can layer on your own conditions, filters and transformations without leaving the Integration Pack.

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