Connect to Microsoft Excel no-code

Before you begin

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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

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If a workflow is ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Microsoft Excel.
3. Click the step and click Configure integration.
4. Select the Get range operation.
5. Select or enter the required data (Drive, Workbook, Worksheet and Range).

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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.

5. Select the data we should turn into variables for later reuse.
6. Save your changes.

Make the step 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.

1. In the no-code step, add a variable and enter this as the value: $.["Range Values"][*].values[0].
2. Add the drop-down form field, and use the data reference to the variable. This way the response values will populate the dropdown.

Add row

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If a workflow is ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Microsoft Excel.
3. Click the step and click Configure integration.
4. Select the Add row operation.
5. Select the Drive ID and Workbook and the table to add the row to.
6. Select the column and enter the value that should show in the new row in that column. You can add multiple columns and values.
7. (Optional) Add variables. They are the response data you might want to reuse in later steps. For example, if you update this Excel row later in the workflow, you'll need to reference the row number you're creating (the so-called Row index). To have this data at hand later, enter the value $.indexas the variable and call it index.
8. Save your changes.

Update rows

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If a workflow is ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Microsoft Excel.
3. Click the step and click Configure integration.
4. Select the Update table row operation.
5. Select the Drive ID and Workbook and the table to update.
6. Select the column and enter the value that should show in the row in that column. You can add multiple columns and values.
7. Select the Row number (index). If you've added a new row to this table earlier in the workflow you might have added $.indexas the variable to that step. You can reference this data now, or enter the number manually. Tip: The header row (first row of the table) is numbered 0.
8. Add any variables you need (you'll be able to reuse variable data later on in the workflow).
9. Save your changes.