Microsoft Excel + Konnectify

Learn how to integrate and use Microsoft Excel with Konnectify to automate spreadsheet operations, manage row data, and streamline workbook processes across your business applications.

What is Microsoft Excel?

Microsoft Excel is a powerful spreadsheet application developed by Microsoft that allows users to organize, analyze, and manage data using worksheets, tables, formulas, and charts. Excel files can be stored and managed in cloud platforms such as Microsoft OneDrive and Microsoft SharePoint, enabling real-time collaboration and secure access across teams.

Excel is widely used for data tracking, reporting, financial analysis, operational management, and business intelligence.

Why integrate Microsoft Excel via Konnectify?

By integrating Microsoft Excel with Konnectify, you can automate spreadsheet-based workflows without writing code.

Konnectify allows Excel to connect with your CRM systems, marketing tools, databases, forms, and other applications so that row data, table updates, workbook creation, and worksheet modifications happen automatically.

This eliminates manual data entry, reduces errors, and ensures real-time synchronization between Excel and other connected systems.

What You Can Do with Microsoft Excel in Konnectify?

When Microsoft Excel is connected to Konnectify, you can build powerful automations such as:

• Automatically add new rows when a form is submitted
• Update existing spreadsheet records when CRM data changes
• Search for specific rows using unique identifiers
• Clear outdated data from worksheets automatically
• Create new workbooks and worksheets dynamically
• Create and manage Excel tables
• Sync Excel data with databases and reporting tools
• Maintain structured data in OneDrive and SharePoint

These automations help improve data accuracy, eliminate repetitive tasks, and ensure structured reporting across your organization.

Konnectify uses Microsoft Graph API to securely interact with your Excel files stored in OneDrive or SharePoint. The API allows external platforms to create, read, update, and manage worksheets, rows, and tables programmatically.

• Create and manage workbooks
• Create, rename, and delete worksheets
• Add, update, find, or clear rows
• Create and manage Excel tables
• Retrieve worksheet and table data
• Append rows dynamically

Microsoft Excel integrations typically use:

• OAuth 2.0 authentication via Microsoft account
• Organizational Azure Active Directory authentication

You will authorize access to your OneDrive or SharePoint account when creating the connection in Konnectify.

• Excel files must be stored in OneDrive or SharePoint
• Worksheets and tables must exist before row operations
• Column names must match exactly when mapping data
• Permissions depend on your Microsoft 365 role
• Large files may have API performance limitations

For detailed API references and request/response examples, refer to the official Microsoft Graph documentation.

Before creating the workflow, ensure you have:

• A valid Microsoft 365 account
• Access to OneDrive or SharePoint
• Required file permissions
• Access to the Konnectify platform
• Permission to create/manage connections in Konnectify

Step 1: Connect Microsoft Excel in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Microsoft Excel
4. Authorize your Microsoft account (OAuth login)
5. Grant required permissions for OneDrive/SharePoint access
6. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Google Forms, Webhook, CRM, or Microsoft Excel)
3. Select the required trigger event
4. Choose the Microsoft Excel connection you created
5. Click Continue

Step 3: Add and Configure Microsoft Excel Action

1. Click Action
2. Select Microsoft Excel
3. Choose an action (for example: Add Row OneDrive)
4. Select the connection and click Continue
5. Fill all mandatory fields such as:
   • Workbook
   • Worksheet
   • Table (if applicable)
   • Row Number (for update/find/clear)
   • Column mappings

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and Excel file updates

Step 5: Activate Konnector

1. Save the Konnector
2. Turn the workflow ON
3. Perform a real-time test from the trigger source
4. Confirm that the data is reflected in Excel

Automatically Log Form Submissions into Excel

Trigger: Form submission or webhook event • Action: Add Row OneDrive or Add Row SharePoint

Use case: Automatically capture customer inquiries, registrations, or survey responses into an Excel worksheet.

• Eliminates manual data entry
• Maintains structured reporting
• Ensures real-time updates

Update Spreadsheet Records When CRM Data Changes

Trigger: CRM record updated • Action: Update Row OneDrive / Update Row SharePoint

Use case: Keep Excel reports synchronized with CRM systems automatically.

• Accurate reporting
• Real-time data consistency
• Reduced duplication

Sync Excel Data to Databases

Trigger: New Row In Table OneDrive / SharePoint • Action: Create or Update record in database

Use case: Maintain a centralized reporting database using Excel as the source file.

• Real-time analytics
• Improved visibility
• Automated data transfer

Automatically Clear Processed Rows

Trigger: External processing event • Action: Clear Row OneDrive / SharePoint

Use case: Clear rows after they have been processed to avoid duplication.

• Cleaner worksheets
• Prevents repeated processing
• Organized data management

Create Workbooks Dynamically for Projects

Trigger: New project created in another app • Action: Create Workbook + Create Worksheet

Use case: Automatically generate new Excel files for each project or client.

• Standardized structure
• Faster setup
• Reduced administrative work

Ready to automate your Microsoft Excel workflows?

Connect Microsoft Excel with 100+ apps in minutes. No code required.