Connect Microsoft Excel and Rally to unlock the power of automation

To set up a trigger within Microsoft Excel that sends data to Rally, first create a zap in our platform. Choose Excel as the trigger app and define what new or updated spreadsheet row should initiate the workflow. From there, you can easily select Rally as the action app, guiding you through mapping your Excel data fields to the corresponding fields within Rally.

Yes, you can update Rally work items directly from an Excel spreadsheet. By setting up a zap with an Excel 'Update Row' trigger, you can automatically apply changes made in your spreadsheet to corresponding work items in Rally using the 'Update Item' action.

Absolutely, creating new tasks in Rally using data from an Excel spreadsheet is straightforward with our service. Simply configure a zap where any new row addition in your chosen worksheet triggers the creation of a task in Rally by selecting the 'Create Task' action.

When receiving data from Microsoft Excel, actions you can take on Rally include creating or updating tasks or projects within your desired workspace. This ensures any change detected by your zap's trigger syncs reliably onto your Rally setup.

Yes, integrating multiple worksheets within Microsoft Excel into your Rally account is feasible. You'll need to create separate zaps for each worksheet-trigger combination and direct them towards their respective tasks or items within Rally.

To ensure real-time updates between your Microsoft Excel sheet and your Rally dashboard, configure triggers that monitor for new entries or changes immediately. Our integration handles these signals promptly to update relevant items or records within your dashboards instantly.

While most standard formats and numerical values transfer seamlessly between Microsoft Excel and Rally, complex formulas or unsupported file types may require adjustment before integration. Our platform focuses on fluidly synchronizing common data setups between these tools.