In order to Microsoft Excel, you must follow several rules to use your workbook in your Zaps.
Workbook formatting
Any workbook you use in your Zap must:
- Include headers in the first row. Clearly label each column with a descriptive name in the first row. This will tell Zapier where to send or receive data from.
- The second row must have content for any columns you want to be able to see in your Zap.
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Avoid blank rows between rows that contain values. If you're trying to use a Zap to add new rows to your spreadsheet, it will always add rows after the last row with values. Similarly, rows with formulas, but no visible values are not considered empty.
Workbook updates and maintenance
If you update your workbook while your Zap is turned on, your Zap may error or you may see unexpected behaviors. The connection between Zapier and your workbook will break if you:
- Delete existing rows and/or columns.
- Adding rows anywhere other than to the bottom of your sheet.
- Sorting your sheet.
- Rename, add, or rearrange columns.
- Rename your workbook or sheet.
- Frozen, hidden or protected columns or rows.
If you need to update your workbook, first:
- Go to the Zaps page and turn off any Zaps connected to your spreadsheet.
- Update your spreadsheet.
- Unfreeze, unhide or unprotect columns or rows.
- Re-test the Microsoft Excel triggers or actions in any connected Zaps. You may need to remap fields.
- Publish your Zap.
- You must repeat this process every time you or a teammate updates the workbook.