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Zapier makes it easy to integrate Microsoft Excel with Klaviyo - no code necessary. See how you can get setup in minutes.
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Help
Microsoft Excel
Microsoft Excel
1. Choose trigger event
Klaviyo
Klaviyo
2. Choose action
1. Select the event
Setup
Test
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 "Add Profile to List" in Klaviyo.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Klaviyo, 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.
Create a new record or update an existing record in your app.
List Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Metric
Required
Email Address
Required
Event_id
Value
Time
Custom Event Properties
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tag
Required
List
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Campaign ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List
Email
First_name
Last_name
Phone_number
Title
Organization
City
Region
Country
Zip
Image URL
Unique_id
Custom_properties
SMS Subscription Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Phone_number
SMS Subscription Type (only when SMS number is provided)
Attributes_note
Profiles_note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Channel
Required
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Excel and Klaviyo with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Klaviyo actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Klaviyo actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Add Profile to List
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Microsoft Excel and Klaviyo
Add new orders to a marketing list
When a new row is added in Microsoft Excel (e.g., for an order database), Zapier will automatically create a new profile in Klaviyo and add it to a marketing list. This ensures that customer information is efficiently updated and included in future marketing campaigns.
Sync Klaviyo profile updates to a master spreadsheet
Each time a Klaviyo profile is updated, Zapier will update the corresponding record in a master Excel spreadsheet. This helps IT maintain accurate records across systems with less manual work.
When a new profile is created in Klaviyo, Zapier adds a row to an Excel sheet. This helps teams consolidate and review marketing contacts, ensuring that no potential leads or customers are overlooked.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Klaviyo on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Klaviyo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
