> ## Documentation Index
> Fetch the complete documentation index at: https://help.nextmatter.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate with Excel

> You can add worksheets, use Vlook, add rows, or update row data.

<AccordionGroup>
  <Accordion title="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](/docs/integrate-with-microsoft).

    It might also happen that a placeholder can be replaced by a data reference of the data provided in one of the previous steps. That's why it's a good idea to learn more about [Data references](/docs/use-data-references).
  </Accordion>

  <Accordion title="I want to get table range or add or update table row without any code">
    Use a Next Matter no-code step. You can select it in **Integrations**. For details, see [Excel no-code](/docs/connect-to-microsoft-excel-no-code)
  </Accordion>

  <Accordion title="I want to use an advanced integration: Vlookup, add worksheet">
    ### Prerequisites

    * Get your file drive ID. You'll need it in the step configuration. To get the ID

      1. Sign in to [https://developer.microsoft.com/graph/graph-explorer](https://developer.microsoft.com/graph/graph-explorer).

      2. Select GET as the method, and provide the following URL: `GET https://graph.microsoft.com/v1.0/users/{user-id}/drives` This call will list all the drive data for a specific user.

      3. View the JSON response for the value of the **id** parameter.

    * Get the drive item ID (workbook ID). To get it, call this endpoint: [https://graph.microsoft.com/v1.0/me/drive/root/search(q='.xlsx')?select=name,id,webUrl](https://graph.microsoft.com/v1.0/me/drive/root/search\(q='.xlsx'\)?select=name,id,webUrl)

    * Get the table name you'll be editing. To get a table name, click on the table. Go to **Table Tools > Design > Properties > Table Name**. On a Mac, go to the **Table tab > Table Name**

    * Make sure that the range is formatted as a table in Excel.

    ### Add worksheet to workbook

    1. In your Next Matter workflow, click **+Add step** and select **Integration > Custom integration**.

    2. Click **Settings** to configure the step.

    3. Enter the following details:

       * **Authorization**: Microsoft OneDrive

       * **Method**: POST

       * **URL**: `https://graph.microsoft.com/v1.0/me/drive/items/DRIVE_ITEM_ID/workbook/worksheets/`

       * **Content-Type**: application/json

       * In the **Body** enter the values you want to add in the table row.

             <CodeGroup>
               ```json JSON theme={null}
               {
                   "name": "SHEET_NAME" //this is a placeholder
               }
               ```
             </CodeGroup>

    4. Save your changes.

    ### Use Vlookup

    Use VLOOKUP to find things in a table or a range by row. For example, look up the price of an automotive part by the part number, or find an employee name based on their employee ID. For details, see [Vlookup](https://support.microsoft.com/en-us/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1).

    1. In your Next Matter workflow, click **+ Add step** and select **Integration > Custom integration**.

    2. Click **Settings** to configure the step.

    3. Enter the following details:

       * **Authorization**: Microsoft OneDrive

       * **Method**: PATCH

       * **URL**: `https://graph.microsoft.com/v1.0/drives/DRIVE_ID/items/DRIVE_ITEM_ ID/workbook/worksheets/WORKSHEET_NAME/range(address='RANGE')` **Tip**: The worksheet name is the name of the current tab Provide the range in the format of A1:A1 (it defines the cell or cells containing VLOOKUP formula)

       * **Content-Type**: application/json

       * In the **Body** enter the values you want to add in the table row.

             <CodeGroup>
               ```json JSON theme={null}
               {
               "formulas" : [  ["=VLOOKUP(\"LOOKUPVALUE\",SEARCH_RANGE,INDEX,FALSE)"] ]//these are all placeholders; 
               }// If you want to look up a number field instead of a text field, remove the \" characters from Vlookup
               ```
             </CodeGroup>

    4. Add a variable for the Vlookup result with the value of `$.text[0][0]`

    5. Save your changes.
  </Accordion>
</AccordionGroup>