Integrating Google Drive with Microsoft Excel Using Pabbly Connect

Learn how to integrate Google Drive file links into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Drive and Excel Integration

To start integrating Google Drive with Microsoft Excel, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications. Begin by visiting the Pabbly Connect homepage at Pabbly.com/connect.

If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

The next step is to create a workflow in Pabbly Connect. To do this, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for instance, ‘Add Google Drive File Links in Microsoft Excel’.

• Click on ‘Create’ to set up your workflow.
• Select the folder where you want to save this workflow.
• You can create multiple folders for better organization.

After creating the workflow, you will see the trigger and action setup options. The trigger will be Google Drive, while the action will be Microsoft Excel.

3. Setting Up the Google Drive Trigger in Pabbly Connect

To set up the trigger, select Google Drive as your trigger application in Pabbly Connect. Choose the trigger event as ‘New File in a Specific Folder’. This means that every time a new file is uploaded to a specified folder, Pabbly Connect will capture this event.

Next, connect your Google Drive account by clicking on ‘Connect’, followed by ‘Add New Connection’. Authorize Pabbly Connect to access your Google Drive account. Select the folder you want to monitor, for example, a folder named ‘Photographs’.

• Ensure the folder settings allow file sharing with anyone who has the link.
• Upload a test file to confirm the connection works.

After uploading a file, click on ‘Save and Send Test Request’ to check if Pabbly Connect captures the new file details successfully.

4. Setting Up Microsoft Excel Action in Pabbly Connect

Now, it’s time to set up the action in Pabbly Connect. Select Microsoft Excel as your action application and choose the action event as ‘Add Row to Worksheet’. This ensures that whenever a new file is uploaded to Google Drive, its details will be added to your Excel worksheet.

Connect your Microsoft Excel account by clicking on ‘Connect’, then ‘Add New Connection’. Authorize Pabbly Connect to access your Excel account. Select the workbook where you want to add the new row, for instance, a workbook named ‘Photographs’.

Map the columns in your Excel sheet to the data received from Google Drive. For example, map the file name and file link to their respective columns.

After mapping the data, click on ‘Save and Send Test Request’ to verify if the new row is added successfully in Microsoft Excel.

5. Testing the Automation

To test your automation, upload another file to your specified Google Drive folder. For instance, upload a file named ‘Humanik Robot’. After uploading, return to your Microsoft Excel sheet and refresh it to see if the new file details appear.

Remember, Google Drive is a polling-based application, so it may take some time for the new file to appear in Excel. Wait for a few minutes and refresh your Excel sheet again. You should see the new file name and its link added as a new row.

This process illustrates how Pabbly Connect effectively integrates Google Drive with Microsoft Excel, allowing for seamless automation of file link management. You can now manage your files more efficiently without manual entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Drive with Microsoft Excel. By following these steps, you can automate the process of adding file links to your Excel sheets, enhancing productivity and efficiency.