How to Sync Microsoft Excel with Notion Using Pabbly Connect

Learn how to sync Microsoft Excel with Notion using Pabbly Connect. Follow our detailed tutorial for seamless automation between these powerful applications. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To sync Microsoft Excel with Notion, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, navigate to the dashboard where you can see all the applications offered by Pabbly. Here, select Pabbly Connect to begin setting up your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to link Notion and Microsoft Excel. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name; name it ‘Notion to Microsoft Excel’.

• Select a folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the condition that starts the automation, while the Action is what happens as a result. In this case, the Trigger will be Notion, and the Action will be Microsoft Excel.

3. Setting Up Notion as the Trigger Application

Now, you need to set up Notion as the trigger application in Pabbly Connect. Choose Notion from the trigger options and select the event type as ‘New Database Item’. This ensures that every time a new item is added to your Notion database, it will trigger an action in Excel.

Next, click on ‘Connect’ to establish a connection between Notion and Pabbly Connect. If you don’t have an existing connection, select ‘Add New Connection’. You will be prompted to authorize access to your Notion account by clicking ‘Allow Access’.

4. Mapping Data to Microsoft Excel

After successfully connecting Notion, you need to select the database ID from which data will be pulled. Next, go back to your Pabbly Connect dashboard and set up the action application as Microsoft Excel. Select the action event as ‘Add Row to Worksheet’.

• Click on ‘Connect’ to link your Microsoft Excel account with Pabbly Connect.
• Choose the workbook and worksheet where the data will be added.
• Map the corresponding columns from Notion to Excel.

Ensure all relevant data fields from Notion, such as employee name, project provided on, task created by, task name, and last date of submission, are correctly mapped to their respective columns in Excel. This mapping is crucial for ensuring data integrity.

5. Testing the Automation Workflow

Once the mapping is complete, click on ‘Save and Send Test Request’ to test if the data flows correctly from Notion to Microsoft Excel through Pabbly Connect. If the response is captured successfully, you will see the data in your Excel worksheet.

Check your Microsoft Excel worksheet by refreshing it to see if the new row has been added with the correct data. If everything is set up correctly, your automation will be successful, and data will sync every time a new item is added to Notion.

Conclusion

In this tutorial, we demonstrated how to sync Microsoft Excel with Notion using Pabbly Connect. By following these steps, you can automate the transfer of data between these applications seamlessly. This integration helps improve workflow efficiency and data management.