We are pretty new to the cloud (1yr now), We are looking for the best way to connect several Excel Docs, most pulling simple information like item costs fields, or job information. And a homegrown CRM application which is also just pulling data from Syteline but eventually would like to push data in as well.
Is there a simple way of doing either of these connections? I would love multiple examples of how all of you may be doing this for your businesses.
Thanks!
Jessica