Integrating Microsoft Excel with Pabbly Connect: A Step-by-Step Guide

Learn how to automate data transfer from Microsoft Excel to other applications using Pabbly Connect. This tutorial provides a detailed walkthrough of the integration process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Microsoft Excel with other applications, you first need to access Pabbly Connect. This is a powerful automation platform that facilitates seamless data transfer between various applications.

After signing up for Pabbly Connect, log in to your account and navigate to the dashboard. From here, click on the ‘Create Workflow’ button to initiate the process of setting up your integration.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a workflow. This involves naming your workflow appropriately, which will help you identify its purpose later. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Provide a suitable name for your workflow.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will be directed to a page where you can define the trigger and action for your automation. Here, you will set up the trigger event that initiates the workflow.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger that starts the workflow. For this integration, select Microsoft Excel as your trigger application. using Pabbly Connect

Search for Microsoft Excel in the trigger options and choose the event labeled ‘New Row in Worksheet’. This event will trigger the workflow whenever a new row is added to your specified Excel sheet.

• Click on the ‘Connect’ button.
• Select ‘Add New Connection’ and log in to your Microsoft account.
• Authorize Pabbly Connect to access your Excel data.

Once connected, select your workbook and worksheet where the data resides. This setup ensures that Pabbly Connect can monitor for new entries in your Excel sheet.

4. Configuring the Action Using API by Pabbly Connect

After setting up the trigger, the next step is to configure the action that will take place when the trigger is activated. For this, you will use the ‘API by Pabbly’ action. using Pabbly Connect

In the action setup, select the ‘Post’ event to send data to another application. Here, you will need to provide the endpoint URL where the data will be sent. This URL is crucial as it directs the data to the correct application.

Enter the endpoint URL from the application you want to integrate with. Select ‘JSON’ as the payload type for data transfer. Map the data fields you want to send from Excel.

This mapping allows Pabbly Connect to dynamically send the correct data from your Excel sheet to the specified application whenever a new row is added.

5. Testing the Integration in Pabbly Connect

With the workflow set up, it’s time to test the integration. You can do this by adding a new row to your Microsoft Excel sheet, which should trigger the workflow. using Pabbly Connect

After adding the new row, go back to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the data from the newly added row and send it to the configured endpoint.

Make sure to verify the data received by the endpoint to ensure that the integration works correctly. If everything is set up properly, you should see a successful response indicating that the data was transferred successfully.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the transfer of data from Microsoft Excel to other applications using API integration. By following the steps outlined, you can easily set up your own workflows to streamline data management and enhance productivity.