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Zapier makes it easy to integrate Microsoft Excel with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Microsoft SharePoint
Microsoft SharePoint
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 "Copy File or Folder" 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.
Create a new record or update an existing record in your app.
Site
List Name
Required
Description
List Template
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Title
Required
URL Name
Description
Page Layout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File or Folder to Share
Required
Permission
Who Can Access
Expiration Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Required
Document Library
Required
Folder
File or Folder ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Required
Page
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Required
Document Library
Required
Item
Required
Folder
New name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File or Folder
Required
Email Address
Permission ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
List
Required
List Item ID
Required
ETag
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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.
Site
Required
List
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Monitor URL
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Site
Required
Document Library
Required
Folder
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Required
List
Required
List Item ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Excel and Microsoft SharePoint with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Microsoft SharePoint 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 Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Copy File or Folder
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 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.
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.
Add 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.
Learn how to automate Microsoft Excel on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Microsoft SharePoint 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 + 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.
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.
