Microsoft Excel + Meisterplan

Microsoft Excel + Meisterplan integrations

Create Meisterplan projects from new rows in Microsoft Excel

A new entry in your Excel spreadsheet means a new initiative for your project portfolio. Set up this integration and we'll help you tackle new initiatives as they come in. Whenever you add a row to your Excel spreadsheet, Zapier will create a new project for it in Meisterplan. This lets you decide whether it fits your corporate strategy and should be added to your project portfolio.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create ProjectAdds a new project to Meisterplan.
ActionWrite

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More things you can do with Microsoft Excel and Meisterplan

Discover other triggers and actions you can use with Microsoft Excel and Meisterplan

- 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 ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Scenario
  Required
- Project
  Required
- Tool Key
  Required
- External View URL
- Jira Issue or Project Key
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
- Project
  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
  Required
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
  Required
- 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

- 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
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
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
- Team/Resource/Role
  Required
- Resource Type
  Required
- Start
  Required
- Finish
  Required
- Allocation Unit
  Required
- Allocation
  Required
Action
Write
- Resource
  Required
- Resource Key
- Name
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- Role
  Required
- Name
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- Email
  Required
Action
Search
- Scenario
  Required
- Project Key
  Required
Action
Search
- Name
  Required
Action
Search
- Scenario
  Required
- Project
  Required
- Task Key
  Required
Action
Search
- Email
  Required
- 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

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.

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Related categories

Project Management

Related Zap Templates

Create Meisterplan resources from newExcel rows

Related Zap Templates

Create Meisterplan resources from newExcel rows