How to Get Started with Microsoft Excel

About the Excel Integration

  • Admin/owner permissions: Sufficient permission is needed to view information from a spreadsheet or make changes to it.
  • Paid/versioned account: Only OneDrive for Business is supported and able to integrate with Zapier. Federated accounts, consumer accounts, Outlook accounts are not.

Connect with Excel

To get started with Microsoft Excel on Zapier, first you will need to click to connect your Microsoft Excel account to use with your Zap

Click to connect Microsoft Excel

You’ll now be asked to log into your Microsoft Excel account (unless you are already logged in)

Microsoft Excel Login Page

Finally, you will be asked to give Zapier permission to access your account. Click "Yes” to continue.

Microsoft Excel Permissions

If all steps were successful your Microsoft Excel account will now be successfully connected.

Microsoft Excel connection successfull

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