Microsoft 365 Excel

The Microsoft 365 Excel modules enable you to monitor workbooks and rows, or retrieve, add, update, or delete worksheets, rows, and tables in your Microsoft 365 Excel account.

Getting Started with Microsoft 365 Excel

Prerequisites

A Microsoft 365 Excel account

In order to use Microsoft 365 Excel with Integromat, it is necessary to have a Microsoft 365 account. If you do not have one, you can create a Microsoft 365 account at office.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Microsoft 365 Excel to Integromat

1. Go to Integromat and open the Microsoft 365 Excel module's Create a connection dialog.

2. Enter a name for the connection to the Connection name field and click Continue.

When you click the Continue button, Integromat will redirect you to the Microsoft 365 Excel website where you will be prompted to sign in.
After you sign in, the connection is established and you can continue with setting up the module.

See the Permission information for various user accounts.

Workbook

Watch Workbooks

Retrieves workbook details when a new workbook is created.

Connection	Establish a connection to your Microsoft 365 Excel.
Folder	Select the folder you want to watch for new workbooks. If no folder is selected, all folders will be watched.
Filter	Set the filter. You can, for example, return only workbooks with the specified name.
Limit	Set the maximum number of workbooks Integromat will return during one execution cycle.

Search Workbooks

Retrieves workbooks in your account based on filter settings.

Connection	Establish a connection to your Microsoft 365 Excel.
Folder	Select the folder you want to retrieve workbooks from. If no folder is selected, workbooks from all folders will be retrieved.
Filter	Set the filter. You can, for example, return only workbooks with the specified name or last modified date.
Limit	Set the maximum number of workbooks Integromat will return during one execution cycle.

Download a Workbook

Downloads the specified workbook as an XLSX file.

Connection	Establish a connection to your Microsoft 365 Excel.
Download a Workbook	Select whether you want to select the workbook from the menu or enter (map) the ID of the workbook manually.
Workbook	Select the workbook from the menu or enter (map) the ID of the workbook manually.

Worksheet

Watch Worksheet Rows

Retrieves row details when a new row is added to the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet you want to watch for new rows.
Limit	Set the maximum number of rows Integromat will return during one execution cycle.

Choose where to start

Here you can define which rows will be processed.

Since specific ID	Enter the row number where the process will start from.
All	This option will process all rows in the worksheet.
Choose manually	Select the row from the menu.

Examples of use

Be inspired by our Microsoft 365 Excel predefined templates we have prepared for you.

List Worksheets

Retrieves a list of worksheets in the specified workbook.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to retrieve worksheets from.
Limit	Set the maximum number of worksheets Integromat will return during one execution cycle.

List Worksheet Rows

Retrieves rows in the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet you want to retrieve rows from.
Limit	Set the maximum number of rows Integromat will return during one execution cycle.

Add a Worksheet

Creates a new worksheet in the specified workbook.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook where you want to add a new worksheet.
Name	Enter the name for the new worksheet.

Add a Worksheet Row

Adds a new row to the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet where you want to add rows to.
Type of Values Being Entered	Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.:`=SUM(A1:A10)`. The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.`=SUM(A1, 1.5)` (in English) vs `=SUMME(A1; 1,5)` (in German).
Rows	Add values or formulas to the desired rows.

Update a Worksheet Row

Updates an existing row in the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet you want to update the rows for.
Type of Values Being Entered	Select the type of value to be entered into the worksheet. If you use a formula, Excel will try to evaluate the specified expression, e.g.:`=SUM(A1:A10)`. The names of functions in a formula are in English, whereas in a formula local, the function names are in the language of your Excel application, e.g.`=SUM(A1, 1.5)` (in English) vs `=SUMME(A1; 1,5)` (in German).
Row ID	Select the number of the row to update.
Row	Add values or formulas to the row that you want to update.

Delete a Worksheet Row

Deletes a row in the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet you want to delete the row from.
Row ID	Enter (map) or select the number of the row you want to delete.

Table

The table here refers to the embedded table element in the Workbook. Not the entire table (workbook/worksheet).

2020-12-07_17_01_09-The_WorkBook_-_Microsoft_Excel_Online.png

Watch Table Rows

Retrieves table details when a new row is added to the specified table.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet where you want to watch table rows at.
Table	Select the table you want to watch for new rows.
Limit	Set the maximum number of rows Integromat will return during one execution cycle.

List Tables

Returns details of all tables in the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet you want to list tables from.
Limit	Set the maximum number of tables Integromat will return during one execution cycle.

List Table Rows

Retrieves rows in the specified table.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet that contains the table you want to list table rows from.
Table	Select the table you want to list table rows from.
Limit	Set the maximum number of rows Integromat will return during one execution cycle.

Get a Table

Retrieves details.

Connection	Establish a connection to your Microsoft 365 account.
Get a Table	Select whether you want to select the table from the menu or enter (map) the ID of the workbook and table manually.
Workbook	Select or map the workbook you want to use.
Worksheet	Select the worksheet that contains the table you want to retrieve details for.
Table	Select or map the ID of the table you want to retrieve details for.

Add a Table

Creates a new table in the specified worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select or map the workbook you want to use.
Worksheet	Select the Excel sheet you want to add a table to.
Has Headers	If this checkbox is checked then the first defined row will be used as the table headers.
Address	Set the size of the table. E. g. `A1:C10` will create a table with 3 columns and 10 rows.

Add a Table Row

Adds a row to the table element in your worksheet.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet containing the table you want to add a row to.
Table	Select the table you want to add a row to.
Row	Enter the values of the new row cells.
Row ID	To add a row to a specific position of the table, enter the row number to this field. The new row will be added after the specified row number.

Update a Table

Updates an existing table.

Connection	Establish a connection to your Microsoft 365 account.
Update a Table	Select whether you want to select the workbook, worksheet and table from the menu or enter (map) the ID of the workbook and table manually.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet containing the table you want to update.
Table	Select the table you want to update
Name	Enter the new name of the table.
Show Headers	Select the Yes option to make the headers visible.
Show Totals	Select the Yes option to make the total row is visible.
Style	Select the table style.

Delete a Table

Deletes a table.

Connection	Establish a connection to your Microsoft 365 account.
Delete a Table	Select whether you want to select the workbook, worksheet and table from the menu or enter (map) the ID of the workbook and table manually.
Workbook	Select the workbook you want to use.
Worksheet	Select the worksheet containing the table you want to delete.
Table	Select the table you want to delete.

Other

Retrieve Data

Retrieves data from the defined worksheet range.

Connection	Establish a connection to your Microsoft 365 account.
Workbook	Select the workbook you want to use.
Worksheet	Select the Excel sheet containing the data you want to retrieve.
Range	Specify the area of the sheet you want to retrieve data from. E.g. `A1:D10`(case sensitive)

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your Microsoft 365 account.
URL	Enter a path relative to `https://graph.microsoft.com`. For example `/v1.0/me/drive/root/children`. For the list of available endpoints, refer to the Microsoft Graph REST API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we added those for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.