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Set up your first integration
Quickly connect Microsoft Excel to Formatter by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
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
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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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 OwnerPrepare 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 OpsOrganize 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