How to Sync Microsoft Excel with Notion Using Pabbly Connect

Learn how to sync Microsoft Excel with Notion using Pabbly Connect. This step-by-step guide covers the integration process and automation setup. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync Microsoft Excel with Notion, you need to access Pabbly Connect. Start by signing into your Pabbly account on the Pabbly website. If you are a new user, you can sign up for free and get 100 free tasks every month, which is a great way to begin your automation journey.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects Notion and Microsoft Excel. Click on the ‘Create Workflow’ button on the top right corner to initiate the integration process.

2. Creating a Workflow in Pabbly Connect

In the new dialog box that appears, name your workflow something descriptive, such as ‘Notion to Microsoft Excel’. After naming your workflow, select the folder where you want to save it. For this example, you can create a folder named ‘Notion to Microsoft Excel’ and select it.

• Click on ‘Create’ to finalize your workflow setup.
• You will see two windows: one for the trigger and another for the action.
• The trigger application will be Notion, and the action application will be Microsoft Excel.

Now, set up your trigger application by selecting Notion and the trigger event as ‘New Database Item’. This means every time a new item is added to your Notion database, Pabbly Connect will capture this event and execute the action in Microsoft Excel.

3. Configuring the Notion Trigger in Pabbly Connect

To connect your Notion account with Pabbly Connect, click on ‘Connect’. A window will prompt you to add a new connection. Click on ‘Add New Connection’ and then select ‘Connect with Notion’. You will be asked to allow access to your Notion account, which is a secure process.

After authorizing, you need to select your database ID from Notion. Choose the database where you will add new items, such as a task list. Fill in the required fields in your Notion database to test the connection. For instance, add a demo user, project date, task creator, and task name.

• Click on ‘Save and Send Test Request’ to check if the data is captured successfully.
• If the response is accurate, it confirms that your Notion trigger is set up correctly.

Keep in mind that Notion has a polling time of 8 hours, meaning it will check for new data every 8 hours. This is important for ensuring your Excel sheet receives the latest updates.

4. Setting Up Microsoft Excel Action in Pabbly Connect

After successfully configuring the Notion trigger, it’s time to set up the action in Microsoft Excel using Pabbly Connect. Click on the arrow to choose your action application, which will be Microsoft Excel. The action event you need to select is ‘Add Row to Worksheet’. This means every time a new entry is made in Notion, it will automatically add a new row in your Excel worksheet.

To connect Microsoft Excel with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to connect with Microsoft Excel. Click on ‘Accept’ to authorize the connection. Once authorized, you will be asked to select a workbook from your Microsoft account. Choose your workbook, for example, ‘Todo List’.

After selecting the workbook, you will need to choose the specific worksheet, such as ‘Tasks’. Map the data from your Notion trigger to the appropriate columns in your Excel worksheet.

Make sure to map fields like employee name, project date, task creator, task name, and submission date to their respective columns in Excel. This ensures that every new entry in Notion is reflected accurately in your Excel worksheet.

5. Finalizing the Integration Process

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify if the data from your Notion database is captured in Microsoft Excel. Go back to your Excel worksheet and refresh it to see if the new data appears correctly. If it does, congratulations! You have successfully set up the integration using Pabbly Connect.

Now, every time you add a new item in your Notion database, it will automatically sync with Microsoft Excel, thanks to the automation established through Pabbly Connect. This integration saves time and ensures that your data is always up-to-date.

In summary, you have created a workflow that connects Notion and Microsoft Excel. The trigger is set to capture new database items from Notion, and the action is configured to add rows in Excel. This is how you can effectively use Pabbly Connect for your automation needs.

Conclusion

In this tutorial, we explored how to sync Microsoft Excel with Notion using Pabbly Connect. By following the detailed steps, you can automate data transfers between these applications seamlessly. This integration enhances productivity and keeps your data organized and up-to-date.