Microsoft Excel

Microsoft Excel + Konnectify

Microsoft Excel Integration with Konnectify

Connect Microsoft Excel (via OneDrive and SharePoint) to automate file-based spreadsheet workflows—create workbooks and worksheets, capture new rows, and keep tables and rows in sync using Microsoft Graph API.

OneDrive SharePoint Workbooks Worksheets Rows Tables 4 Triggers 16 Actions

ON THIS PAGE

→ What is Microsoft Excel? → API & Authentication → How to connect → Triggers (4) → Actions (16) → Popular automations → FAQ

What is Microsoft Excel?

Microsoft Excel is a spreadsheet application used to store, analyze, and report on structured data. In cloud environments (OneDrive and SharePoint), Excel files become a lightweight data store for operational tracking, lists, and reporting.

With Konnectify, you can automate Excel-based workflows: create workbooks/worksheets, append or update rows, and monitor worksheets/tables for new rows to trigger downstream processes.

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What you can automate

Create workbooks in OneDrive or SharePoint folders
Create, find, rename, and delete worksheets
Append rows to worksheets (OneDrive / SharePoint)

Update or clear worksheet rows
Create tables and append rows to tables
Trigger workflows when new rows appear (worksheet or table)

API & Authentication

Authentication: OAuth 2.0 authorization

Konnectify connects to Microsoft Excel files stored in OneDrive and SharePoint through Microsoft Graph using OAuth 2.0. During setup, you’ll sign in to Microsoft and grant consent; Konnectify stores tokens securely to run your workflows, without storing your Microsoft password.

Permissions (scopes) used

Files.ReadWrite / Files.ReadWrite.All — read and write Excel files stored in OneDrive
Sites.ReadWrite.All — access Excel files stored in SharePoint sites
offline_access — keep workflows running via refresh tokens
User.Read, openid, profile — identify the connected Microsoft account

Important: rate limits & tenant policies

Microsoft Graph enforces throttling and some Microsoft 365 tenants restrict app consent or require admin approval. If you see intermittent failures, reduce polling frequency, retry with backoff, or ask your Microsoft admin to review app permissions and conditional access.

Official docs: Microsoft Graph Excel API — https://learn.microsoft.com/graph/api/resources/excel

How to connect Microsoft Excel to Konnectify

Prerequisites

A Microsoft 365 account with access to OneDrive and/or SharePoint
An Azure App Registration (Client ID + Client Secret) if your workspace requires custom OAuth credentials
The Excel file stored in OneDrive or SharePoint (and access to the target workbook/worksheet/table)

Add Microsoft Excel to a Workflow

In Konnectify, create or open a Workflow.
Click Add step and choose Microsoft Excel.

Authorize via OAuth 2.0

Click Connect.
Enter your Microsoft Azure Client ID and Client Secret if prompted.
Sign in to Microsoft and grant access to OneDrive/SharePoint scopes.

Configure the Trigger or Action

Select OneDrive or SharePoint and then choose the workbook, worksheet, or table (depending on the step).
Map fields from previous steps into Excel row/table columns.
For polling triggers, pick a stable worksheet/table and ensure headers match your mapping.

Mapping tip

Avoid renaming or reordering header columns after your workflow is live. If columns change, update your field mapping in Konnectify to prevent misaligned data writes.

Test the Workflow

Run a test event (e.g., add a new row to your worksheet/table).
Confirm Konnectify reads/writes the expected row values and returns IDs/row numbers as needed.

Activate the Workflow

Turn on the Workflow.
Monitor the first few runs to confirm polling and updates behave as expected.

Triggers 4

This integration includes 4 polling triggers. Polling checks your worksheet/table at an interval and triggers once per newly detected row.

Rows 4 triggers

New Row (OneDrive)

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

New Row (SharePoint)

Polls an Excel worksheet in SharePoint and triggers for each new row detected.

New Row in Table (OneDrive)

Polls an Excel table in OneDrive and triggers for each new row detected.

New Row in Table (SharePoint)

Polls an Excel table in SharePoint and triggers for each new row detected.

Actions 16

Use actions to create and manage Excel workbooks, worksheets, rows, and tables across OneDrive and SharePoint.

Workbooks 1 actions

Create Workbook

Creates a blank Excel workbook in the selected OneDrive or SharePoint folder.

Worksheets 4 actions

Create Worksheet

Creates a new worksheet in the specified Excel workbook located in OneDrive or SharePoint.

Delete Worksheet

Deletes a specific worksheet from the workbook.

Find Worksheet

Finds a worksheet by name.

Rename Worksheet

Renames an existing worksheet.

Rows 10 actions

Add Row (Onedrive)

Appends a row of data to the next empty row in the worksheet.

Update Row (OneDrive)

Updates an existing row in an Excel worksheet stored in OneDrive.

Add Row (Sharepoint)

Appends a row of data to the next empty row in the worksheet.

Update Row (SharePoint)

Updates an existing row in an Excel worksheet stored in SharePoint.

Find Row by Unique Field (OneDrive)

Finds a row in an Excel worksheet by matching a column value.

Find Row by Unique Field (SharePoint)

Finds a row in an Excel worksheet in SharePoint by matching a column value.

Find Row (OneDrive)

Fetches a specific row from a worksheet using row number.

Find Row (SharePoint)

Fetches a specific row from a worksheet using row number.

Clear Row (OneDrive)

Clears all cell values in a specific row of an Excel worksheet.

Clear Row (SharePoint)

Clears all cell values in a specific row of an Excel worksheet stored in SharePoint.

Tables 3 actions

Create Table (Onedrive)

Creates an Excel table using the first row as headers.

Add Row to Table (Onedrive)

Appends a row of data to an Excel table.

Add Row to Table (SharePoint)

Appends a row of data to an Excel table.

Popular automations

Sync new OneDrive worksheet rows into a SharePoint table

When a new row is added in a OneDrive worksheet, append it into a structured Excel table in SharePoint for centralized reporting.

New Row (OneDrive) → Add Row to Table (SharePoint)

Capture new SharePoint table rows and update a matching OneDrive row

Detect new rows in a SharePoint table, find a matching row in a OneDrive worksheet by a unique field, then update that row with status or IDs.

New Row in Table (SharePoint) → Find Row by Unique Field (OneDrive) → Update Row (OneDrive)

Provision a new workbook and worksheet for a team

Create a blank workbook in the correct folder and add a worksheet for standardized data entry (e.g., onboarding, inventory, requests).

Create Workbook → Create Worksheet

Clean up rows after processing in SharePoint

When a new row is detected, locate it later by row number and clear values to prevent reprocessing or to anonymize sensitive fields.

New Row (SharePoint) → Find Row (SharePoint) → Clear Row (SharePoint)

FAQ

How does authentication work for Microsoft Excel in Konnectify?

This integration uses OAuth 2.0 with Microsoft identity. You authorize Konnectify to access files in OneDrive and/or SharePoint through Microsoft Graph scopes. Konnectify does not store your Microsoft password; it securely stores access/refresh tokens to run workflows.

Which Microsoft 365 plans are supported?

Most Microsoft 365 business/enterprise plans that include OneDrive and/or SharePoint work. If your tenant blocks third‑party app consent or requires admin approval, ask your Microsoft admin to grant consent for the app registration and required Graph permissions.

How do the “New Row” triggers work—webhook or polling?

All Excel triggers in this connector are polling triggers. Konnectify periodically checks the selected worksheet or table and emits one event per newly detected row. Polling frequency depends on your Konnectify plan and workflow settings.

How can I prevent duplicates when processing new rows?

Use a stable unique column (like an email, external ID, or request ID) and add a lookup step: Find Row by Unique Field (OneDrive/SharePoint) before writing. If a match exists, update the row; if not, add a new row. Also avoid editing historical rows in ways that may be interpreted as “new” by your polling configuration.

What happens if Microsoft Graph rate-limits my workflow?

Microsoft Graph may throttle requests (e.g., HTTP 429). In practice, reduce polling frequency, limit high-volume row writes, and design workflows to batch work where possible. If throttling persists, check tenant-level policies and consider splitting load across files or schedules.

Can I connect multiple Microsoft accounts or tenants?

Yes. Create separate Konnectify connections for each Microsoft account/tenant. Then select the appropriate connection per workflow step (useful for different SharePoint sites or segregated OneDrive environments).

Do you recommend using Excel tables or plain worksheets?

For structured, long-running automations, Excel tables are typically more robust: they preserve headers, expand automatically, and are easier to target for “Add Row to Table” actions and “New Row in Table” triggers. Use worksheets for simpler append-only logs or when you need row-number-based operations.

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