Microsoft Excel and Zapier connect to automate your spreadsheet work. You can trigger actions when new rows are added and create or update rows in worksheets.
Prerequisites
To use the Microsoft Excel app on Zapier, you must have:
- A Microsoft 365 Business or Enterprise paid account .
- Sufficient permissions to view information from spreadsheets and make changes to them within your Microsoft account.
Connect Microsoft Excel to Zapier
To create an app connection to Microsoft Excel on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Microsoft Excel.
- Click Add connection.
- A new browser tab or window will open.
- Log into Microsoft Excel to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Microsoft Excel account is now successfully connected to Zapier.
About Microsoft Excel's app
Triggers, searches, and actions
Triggers
- New Row (Polling) - Triggers when a new row is added to a worksheet in a spreadsheet.
- New Worksheet (Polling) - Triggers when a new worksheet is added to a spreadsheet.
- New Row in Table (Polling) - Triggers when a new row is added to a table in a spreadsheet.
- Updated Row (Polling) - Triggers when a row is added or updated in a worksheet.
Searches
- Find Row - Finds a row by a column and value. Returns the entire row if one is found.
- Get Cells in Range - Returns the contents of a range of cells.
- Get Row by ID - Returns the content of a row based on its ID.
- Get Worksheet by ID - Returns a worksheet metadata based on its ID.
- Find or Create Row - Finds or creates a specific find row.
- Find or Create Worksheet - Finds or creates a worksheet by name.
Actions
- Add Row - Adds a new row to the end of a worksheet.
- Add Row(s) - Adds one or more rows to the end of a worksheet (with line item support).
- Add Row to Table - Adds a new row to the end of a specific table.
- Clear Cells by Range - Clears the contents and/or formatting of a range of cells.
- Clear Column by Index - Clears the contents and/or formatting of a column by index.
- Create Spreadsheet - Creates a new spreadsheet.
- Create Workbook - Creates a new workbook.
- Create Worksheet - Creates a new worksheet in an existing workbook.
- Delete Worksheet - Deletes a worksheet.
- Rename Worksheet - Renames a worksheet.
- Update Row - Updates a row in a specific worksheet.
Limitations
- Only OneDrive for Business accounts are supported. Personal Outlook accounts are not compatible.
- You can only use cloud-hosted Excel files only (not local files) with the . Files with .xls extension will not work.
- Only Microsoft Excel online (accessible via a browser) is supported. Desktop Excel is not compatible.
- Custom values for Spreadsheet or Worksheet ID are not supported. You must select from the provided dropdown menu.
- Triggers will show only a maximum of 3 test records.
- Microsoft Excel has formatting requirements:
- For columns to be visible in your triggers and actions, your workbooks must include headers in the first row and content in the second row.
- Blank rows between rows with values are not allowed.
- Zaps will break if you delete rows/columns, add rows anywhere other than the bottom, sort sheets, rename columns/workbooks/sheets, or use frozen/hidden/protected columns or rows while the Zap is running.
- Learn more in Work with Microsoft Excel in Zaps
- Update actions overwrite existing data rather than appending to it.
Templates
View all of Microsoft Excel's templates.
Use cases
- 5 ways to automate Microsoft Excel
- How to automatically copy rows between Excel spreadsheets
- 7 ways to automate spreadsheets
- 6 ways to automate Microsoft Office 365
Additional Microsoft Excel resources
- Zapier's Microsoft Excel integration page
- Microsoft Excel's Help Center
- Microsoft Excel's API documentation
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