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Microsoft 365 Excel

Integromat Support Team Updated October 09, 2020 18:00

Getting Started with Microsoft 365 Excel

A Microsoft 365 account. You can create an account at www.office.com.

Follow Step 1 in the Creating a scenario article (choose the Microsoft 365 Excel module instead of the Twitter and Facebook module).

After the module is added to your scenario you can now see the Scenario editor.

Define what function you need your module to have. Here you can choose between two types of modules – Triggers and Actions.

This trigger starts a dataflow when a new row is added to a table.

The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/sheet).

Connection	Establish a connection to your Microsoft 365 account you have already created.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet containing the table you want to watch.
Table	Select the required table here.
Maximum number of returned rows	Set the maximum number of rows that Integromat will work with during one cycle (the number of repetitions per scenario run). If the value is set too high, the connection may be interrupted on the side of the given third-party service (timeout). Integromat has no influence on this. We recommend that you set a lower value and either define a higher value for the maximum number of cycles or run the scenario more frequently.

This trigger starts a dataflow when a new row is added to the sheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet containing the table you want to watch.
Maximum number of returned rows	Set the maximum number of rows that Integromat will work with during one cycle (the number of repetitions per scenario run). If the value is set too high, the connection may be interrupted on the side of the given third-party service (timeout). Integromat has no influence on this. We recommend that you set a lower value and either define a higher value for the maximum number of cycles or run the scenario more frequently.

Here you can define which rows will be processed.

Select the first row	Enter the row number where the process will start from.
All rows	This option will process all rows in the Excel sheet.

Be inspired by our Microsoft 365 Excel predefined templates we have prepared for you.

This action creates a new worksheet within the selected workbook.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Name	Enter the name of the new worksheet.

This action adds a new row into the selected sheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet you want to add the row to.
Type of values being entered	Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.: `=SUM(A1:A10)`. The names of the functions in a formula are in English, whereas in the formula local, the function names are in the language of your Excel application, e.g. `=SUM(A1, 1.5)` vs `=SUMME(A1; 1,5)`

Use this action to create a table element within the Excel worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet you want to add a table to.
	If this checkbox is checked then the first defined row will be used as the table headers.
Address	Set the size of the table. E. g. `A1:C10` will create a table with 3 columns and 10 rows.

Use this action to add a row to the table element in your worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet containing the table you want to add a row to.
Table	Select the table you want to add a row to.
Row	Enter the values of the new row cells.
ID	To add a row to a specific position of the table, enter the row number to this field. The new row will be added after the specified row number.

This action retrieves data from the defined worksheet range.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet containing the data you want to retrieve.
Range	Specify the area of the sheet you want to retrieve data from (e.g. `A1:D10`)

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