How to get started with Microsoft Excel on Zapier

Written by Owner

Updated at August 20th, 2025

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Table of Contents

Prerequisites Connect Microsoft Excel to Zapier About Microsoft Excel's app Triggers, searches, and actions Limitations Templates Use cases Additional Microsoft Excel resources

Microsoft Excel and Zapier connect to automate your spreadsheet work. You can trigger actions when new rows are added and create or update rows in worksheets.

Prerequisites

To use the Microsoft Excel app on Zapier, you must have:

A Microsoft 365 Business or Enterprise paid account .
Sufficient permissions to view information from spreadsheets and make changes to them within your Microsoft account.

Connect Microsoft Excel to Zapier

To create an app connection to Microsoft Excel on Zapier:

Go to the Apps page.
Click + Add connection.
A new dialog box will appear. Search for and select Microsoft Excel.
Click Add connection.
A new browser tab or window will open.
Log into Microsoft Excel to authenticate.
Grant Zapier permission to access your account if prompted to.

Your Microsoft Excel account is now successfully connected to Zapier.

About Microsoft Excel's app

Triggers, searches, and actions

Triggers

New Row (Polling) - Triggers when a new row is added to a worksheet in a spreadsheet.
New Worksheet (Polling) - Triggers when a new worksheet is added to a spreadsheet.
New Row in Table (Polling) - Triggers when a new row is added to a table in a spreadsheet.
Updated Row (Polling) - Triggers when a row is added or updated in a worksheet.

Searches

Find Row - Finds a row by a column and value. Returns the entire row if one is found.

Actions

Add Row - Adds a new row to the end of a worksheet.
Add Row to Table - Adds a new row to the end of a specific table.
Update Row - Updates a row in a specific worksheet.
Add Row(s) - Adds one or more rows to the end of a worksheet (with line item support).
Create Spreadsheet - Creates a new spreadsheet.
Find or Create Row - Finds or creates a specific find row.

Limitations

Only OneDrive for Business accounts are supported. Personal Outlook accounts are not compatible.
You can only use cloud-hosted Excel files only (not local files) with the . Files with .xls extension will not work.
Only Microsoft Excel online (accessible via a browser) is supported. Desktop Excel is not compatible.
Custom values for Spreadsheet or Worksheet ID are not supported. You must select from the provided dropdown menu.
Triggers will show only a maximum of 3 test records.
Microsoft Excel has formatting requirements:
- For columns to be visible in your triggers and actions, your workbooks must include headers in the first row and content in the second row.
- Blank rows between rows with values are not allowed.
- Zaps will break if you delete rows/columns, add rows anywhere other than the bottom, sort sheets, rename columns/workbooks/sheets, or use frozen/hidden/protected columns or rows while the Zap is running.
- Learn more in Work with Microsoft Excel in Zaps
Update actions overwrite existing data rather than appending to it.

Templates

View all of Microsoft Excel's templates.

How to get started with Microsoft Excel on Zapier

Contact Us

Prerequisites

Connect Microsoft Excel to Zapier

About Microsoft Excel's app

Triggers, searches, and actions

Limitations

Templates

Use cases

Additional Microsoft Excel resources

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