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Quickly connect Microsoft Excel to Meisterplan with a Zapier template.

Our most popular template

Create Meisterplan projects from new rows in Microsoft Excel
Details
Try it
Microsoft Excel + Meisterplan
Create Meisterplan resources from newExcel rows
Details
Try it
Microsoft Excel + Meisterplan

Create Meisterplan projects from new rows in Microsoft Excel

Microsoft Excel + Meisterplan

Create Meisterplan resources from newExcel rows

Microsoft Excel + Meisterplan

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create or Update a Project's Tool Link" in Meisterplan.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Meisterplan, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Excel to Meisterplan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Microsoft Excel and Meisterplan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Trigger
Instant
Try It
- Scenario
  Required
Action
Write
- Name
  Required
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- Scenario
  Required
- Project
  Required
- Task Key
  Required
- Name
  Required
- Status
  Required
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Remaining Effort in Story Points
- Completed Effort in Hours
- Completed Effort in Story Points
- Assignee Team/Resource/Role
- Assigned Resource Type
- Sprint Key
- Sprint Name
- Sprint Start Time
- Sprint End Time
Action
Write
- Scenario
  Required
- Project
  Required
- Resource/Role
  Required
- Resource Type
  Required
- Start
  Required
- Finish
  Required
- Allocation Unit
  Required
- Allocation
  Required
Action
Write
- Resource
  Required
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- Resource
  Required
- Name
  Required
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- Email
Action
Search
- Scenario
  Required
- Project Key
  Required
Action
Search
- Name
  Required
Action
Search
- Scenario
  Required
- Project
  Required
- Task Key
  Required
Action
Search
- Email
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- Scenario
  Required
- Project Key
  Required
Action
Search or write
- Scenario
  Required
- Project
  Required
- Task Key
  Required
- Name
  Required
- Status
  Required
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Remaining Effort in Story Points
- Completed Effort in Hours
- Completed Effort in Story Points
- Assignee Team/Resource/Role
- Assigned Resource Type
- Sprint Key
- Sprint Name
- Sprint Start Time
- Sprint End Time
Action
Search or write

- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Scenario
  Required
- Project
  Required
- Tool Key
  Required
- External View URL
Action
Write
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- Resource
  Required
- Start
  Required
- Finish
  Required
- Capacity
  Required
Action
Write
- Scenario
  Required
- Project
  Required
- Resource/Role
  Required
- Resource Type
  Required
- Booking Date
  Required
- Allocation (hours)
  Required
- Booking Mode
  Required
- Cost Type
- Cost Per Hour
Action
Write
- Scenario
  Required
- Resource
  Required
Action
Write
- Resource
  Required
- Start Date
  Required
- Finish Date
  Required
- Duration
  Required
Action
Write
- Scenario
  Required
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Resource Key
Action
Search
- Resource Key or Role Name
  Required
Action
Search
- Scenario
  Required
- Name
  Required
Action
Search or write
- Name
  Required
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Search or write
- Resource Key
- Last Name
  Required
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write

Learn how to automate Microsoft Excel on the Zapier blog

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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Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Meisterplan

Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.

Related categories

Project Management

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