Connect Microsoft Excel and Microsoft SharePoint to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Excel to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Microsoft SharePoint - 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 "Copy File or Folder (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Microsoft SharePoint, 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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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
Practical ways you can use Microsoft Excel and Microsoft SharePoint
Sync new Excel rows to a SharePoint list
Zapier copies newly added Excel rows to a SharePoint list, ensuring key data remains accessible to team members collaborating via SharePoint. Keep everyone aligned without manual updates.
Business Owner
Track new SharePoint file uploads in Excel
When a new file is added to a specified folder in SharePoint, Zapier logs relevant details in an Excel table. This centralizes file tracking, ensuring visibility and simplifying subsequent actions like approvals or edits.
ITAdd new SharePoint project files to an Excel sheet
When a team member uploads a file to a specified SharePoint project folder, Zapier logs the file's details into an Excel tracking sheet. This helps project managers maintain a real-time record for reviews or updates.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Microsoft Excel + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Microsoft SharePoint
Can we import Excel data into SharePoint automatically?
Yes, we can set up automated flows to import Excel data into SharePoint lists or libraries using Power Automate. Specific triggers like 'When a file is created in a folder' in OneDrive or actions such as 'Create item' in SharePoint are used to facilitate this process.
How do we ensure data consistency between Excel and SharePoint?
By setting up scheduled flows that utilize the trigger 'When an item is modified' in SharePoint, we can synchronize changes back to our Excel spreadsheets. This keeps data consistent across both platforms.
Is it possible to update SharePoint list items based on changes in Excel?
Certainly. We offer automation solutions where you can use triggers such as 'When a row is modified' in Excel Online Business to update corresponding items in a SharePoint list, ensuring real-time updates and synchronization.
Can we automate the creation of new files in SharePoint from data inputted into an Excel sheet?
Indeed, through automation, when new rows are added in an Excel spreadsheet, actions like 'Create file' or 'Create item' can be leveraged to generate new files or entries directly within our SharePoint environment.
How do we handle permissions when integrating Excel with SharePoint?
The integration respects the existing permissions set within your Microsoft environment. Any actions like file creation or data access triggered by changes in an Excel workbook will adhere to these predefined permission levels in SharePoint.
Can data entry errors be minimized during integration between Excel and SharePoint?
Yes, implementing validation rules and error handling within our automated workflows helps minimize data entry errors during the integration process between Excel sheets and SharePoint lists.
Are there limitations on file size when integrating data from Excel into SharePoint?
While integrating, it's important to adhere to the size limits imposed by both platforms. Typically, both Microsoft services support large file sizes but ensuring your files are within these limits facilitates smooth operation of any triggers or actions set up between them.
