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Zapier makes it easy to integrate Microsoft Excel with Smartsheet - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Smartsheet
Smartsheet
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 "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Smartsheet, 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.
Choose a Sheet
Required
Row
Required
Title
Required
Comment
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source Workspace
Source Folder
Required
Destination Workspace
Destination Folder
Required
New Folder Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
New Name
Required
What to Include?
Skip Remap
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Choose Source Sheet
Required
Choose a Destination Sheet
Required
Choose Row
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Destination
Required
Template
Required
Copy Cells?
Required
Copy Attachments?
Required
Copy Discussions?
Required
Sheet Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Choose a Sheet
Required
Email Address(es)
Required
Choose Row
Required
Email Subject
Message
CC Me?
Include Attachments ?
Include Discussions ?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Choose a Sheet
Required
Email Address(es) to Share To
Required
Access Level
Required
Notify via Email?
Required
Email Subject
Message
CC Me?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sheet ID
Required
Row ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Excel and Smartsheet with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Smartsheet 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 Smartsheet actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Create Workspace
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 Smartsheet
Transfer row updates from Smartsheet to Excel
When a row is updated in Smartsheet, Zapier automatically updates the corresponding row in an Excel worksheet. This ensures that your spreadsheets stay aligned without manual data entry, allowing for accurate reporting and reduced human error.
When a new row is added to Excel, Zapier creates a matching row in Smartsheet. This automation promotes data consistency across applications, reducing the need for IT to handle redundant data syncing tasks manually.
Track project updates in Excel from Smartsheet changes
When a row is updated in Smartsheet, Zapier logs the updates in an Excel spreadsheet. This makes it easier for project managers to review changes and progress, ensuring alignment with project goals while maintaining an accessible audit trail.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + Smartsheet 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 Smartsheet
How can I automatically update Excel when changes occur in Smartsheet?
You can set up triggers in our platform to watch for changes in Smartsheet. Once a change is detected, an action will automatically update the corresponding data in your Excel file.
Is it possible to add a new row to Smartsheet when an Excel spreadsheet is updated?
Yes, you can configure a trigger to monitor updates in your Excel spreadsheet. When changes are detected, our tools will add a new row to your Smartsheet with the updated data.
Can I pull data from Smartsheet into Excel automatically?
Indeed, you can create an automated workflow that triggers at predefined intervals or events to extract data from Smartsheet and import it directly into Excel.
What if I want only specific rows from Smartsheet to be transferred to Excel?
You can set conditions within the trigger setup so that only rows meeting certain criteria are pulled from Smartsheet and sent to Excel. This allows for refined control over the data transfer process.
How do I handle duplicate entries when syncing data between Excel and Smartsheet?
Our system allows you to define rules for handling duplicates during synchronization. You can choose options such as overwriting existing entries or skipping duplicate records.
Can I automate sending updates from multiple Excel sheets into one Smartsheet?
Yes, it's possible by defining multiple triggers for each Excel sheet. These triggers can be set up to converge into one collective action, updating the single target Smartsheet as desired.
What security measures are in place for data transferred between Microsoft Excel and Smartsheet?
We employ robust encryption protocols and secure API connections to ensure that your data is safe during transfers between Microsoft Excel and Smartsheet.
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.
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
