Connect to Microsoft Excel no-code
Now, you can quickly get values from a range in an Excel spreadsheet
Before you begin
Prepare to connect to Microsoft
As part of the integration, you need to whitelist the Next Matter domain and create a service account. See if you've completed all the required steps.
You can use this no-code step as well as our templates for Excel available in + Add step > Templates > 3rd party templates.
Use the Excel integration
Get range
- Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
- Click + Add step and select Integrations > Microsoft Excel.
- Click the step and click Configure integration.
- Select the Get range operation.
- Select or enter the required data (Drive, Workbook, Worksheet and Range).
The performance depends on the amount of text in the cells and the number of rows. The bigger the amount of text and the more rows, the longer it might take for the step to complete.
- Select the data we should turn into variables for later reuse.
- Save your changes.
Make the step result a source for the drop-down
If you get a range from a spreadsheet and want to use it as values in a drop-down form field, you must make the output compatible first.
- In the no-code step, add a variable and enter this as the value:
$.["Range Values"][*].values[0]
. - Add the drop-down form field, and use the data reference to the variable. This way the response values will populate the dropdown.
Updated 6 days ago