Connect Tally and Microsoft Excel to unlock the power of automation

To integrate Tally with Microsoft Excel, you can use our platform to create a connection in just a few steps. You'll begin by selecting Tally as your trigger app and specifying the trigger event that will start the process. Then, choose Microsoft Excel as your action app and define the action you wish to take place in Excel, such as adding or updating rows.

Yes, we allow customization of the data fields transferred from Tally to Excel. You can map specific fields from your Tally submissions to columns in your Excel spreadsheets, ensuring that only the relevant information is captured.

Common triggers for this integration include new form submissions in Tally. Once a submission is made, it can automatically create or update a row in an Excel worksheet with the responses.

Yes, our integration allows you to update existing rows in an Excel spreadsheet. You can use data from new Tally submissions to find and modify specific entries based on set criteria.

The frequency of integration runs typically depends on the plan you're on with us. Generally, triggers from new form submissions are processed almost instantaneously or at intervals defined by your service level.

You will need active accounts for both Tally and Microsoft 365 (for access to Microsoft Excel) along with necessary permissions set up on both platforms. Ensure that your spreadsheets are accessible through your Microsoft account.

Yes, tracking changes is possible depending on how you've set up version history or change tracking in your Excel settings. Our platform itself doesn't track changes but facilitates data transfer seamlessly.