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Zapier makes it easy to integrate Microsoft Excel with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

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Microsoft Excel logo
Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
Formatter by Zapier logo
Formatter by Zapier
Formatter by Zapier logo
Formatter by Zapier
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Formatter by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Title
      Required
    • Column Headers
    • Zap_step_id
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

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Practical ways you can use Microsoft Excel and Formatter by Zapier

Format and summarize financial data

Streamline your financial data analysis by creating standardized reports. When a new row is added to a financial record spreadsheet in Microsoft Excel, Zapier triggers Formatter to reformat dates or sum values, making it easier to review revenue patterns and performance metrics.

Business Owner
Try it
Prepare leads data and format lead names

Automatically format leads data for better readability. When a new row is added to a Microsoft Excel spreadsheet used to store lead information, Zapier uses Formatter to title case the lead names or clean up data inconsistencies, ensuring your data is standardized and actionable for campaigns.

Marketing & Marketing Ops
Organize project task lists automatically

Ensure your task lists are well-organized and easily readable. When new project tasks are added as rows in a Microsoft Excel workbook, Zapier can use Formatter to clean up text formatting like removing unnecessary spaces or converting cases, saving time on busy work and improving clarity for the team.

Project Management

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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