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Before you begin

Prepare to connect to Microsoft As part of the integration, you need the following:
  • Allowlist the Next Matter domain
  • Create a service account that will be used for connecting the integration
  • Connect the integration in Next Matter (Automations library) and accept the required permissions Read more about all the required steps.

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Use the Excel integration

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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).
    Image showing the no-code step setup
    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.
  6. Select the data we should turn into variables for later reuse.
  7. Save your changes.

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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.
Empty rows will be filtered out.

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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 index of the row you’re creating. To have this data at hand later, enter the value $.index as the variable and call it index.
  8. Save your changes.
If the selected column doesn’t exist in the worksheet when the step runs, the step will fail.

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Update 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 Update table row operation.
  5. Select the Drive and Workbook and the table to update. Note: The contents need to be formatted as a table.
  6. Select the column and enter the value that should show in the row in that column. You can add multiple columns and values.
If the selected column doesn’t exist in the worksheet when the step runs, the step will fail.
  1. Specify Row index. About row index:
  • Row index differs from the fixed row number you see on the left-hand side of the Excel file. The row index defines the position of the data in a dataset. It is flexible and changes when rows are deleted, sorted, or inserted.
  • The first data row is indexed as 0. The data row is not the header.
Excel row number (table header)Row index
Row 2 (first data row)0
Row 31
Row 4 (last row)2
Tip: If you’ve added a new row to this table earlier in the workflow you might have added $.index as the variable to that step. You can reference this data in the Row index field.
  1. Add any variables you need (you’ll be able to reuse variable data later on in the workflow).
  2. Save your changes.
See how this step can be used in a workflow.