Connect Hibob and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Hibob to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Hibob with Microsoft Excel - 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 Employee Created" from Hibob.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Hibob and Microsoft Excel, 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.
- New Employee Created
Triggers when a new employee is created.
Try ItTriggerInstant - Employee Inactivated
Triggers when employee is inactivated in bob.
Try ItTriggerInstant - Employee Left
Triggers when employee termination date has occurred.
Try ItTriggerInstant - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling
- Employee Deleted
Triggers when employee is removed from Bob.
Try ItTriggerInstant - Employee Joined
Triggers when employee start date has occurred.
Try ItTriggerInstant - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
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Practical ways you can use Hibob and Microsoft Excel
Log new employees in Excel for onboarding.
When a new employee is added to bob, Zapier logs their details into an Excel spreadsheet. This helps HR keep organized records for onboarding while reducing manual data entry, improving accuracy, and saving time.
HR & Recruiting Ops
Update employee info in Excel when deactivated in bob.
When an employee is inactivated in bob, Zapier automatically updates their information in a specified Excel worksheet. This ensures company records stay current without the need for manual updates, improving accuracy and streamlining record management.
ITLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Hibob + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Hibob and Microsoft Excel
How can I integrate Hibob with Microsoft Excel using Zapier?
To integrate Hibob with Microsoft Excel through Zapier, you need to create a Zap that connects both platforms. Begin by selecting Hibob as your trigger app and choose a specific trigger event, like 'New Person Added'. Then, select Microsoft Excel as your action app and choose an action event such as 'Add Row to Worksheet' where new data should be recorded.
Is technical knowledge required to set up the integration between Hibob and Excel on Zapier?
No advanced technical knowledge is required. Our platform simplifies the process with a step-by-step interface to connect Hibob with Microsoft Excel. You will need access permissions and basic understanding of which data fields you want to map between apps.
What kind of information can be synchronized from Hibob to Excel?
Using our services, you can synchronize various data points such as employee details, roles, start dates, and more from Hibob directly into specific rows or sheets in Excel.
Can I automatically update my Excel sheet when changes occur in Hibob?
Yes, you can set up triggers in our system such as 'Person Updated' in Hibob to automatically update corresponding rows or cells in your connected Excel spreadsheets.
How do I handle data conflicts when integrating Hibob with Microsoft Excel?
To handle data conflicts effectively when integrating the two platforms, make sure your conditions and filters within the Zap are clearly defined. Decide which application should overwrite the other in case of discrepancies.
What are some common issues faced during the integration process?
Common issues may include incorrect mapping of fields, trigger events not activating due to misconfigured Zaps, or rate limits being hit if too many updates are processed simultaneously. We recommend reviewing each step carefully and consulting our support resources if needed.
Are there any limitations on the amount of data transferred between Hibob and Excel?
There may be limitations based on your plan's operational tasks allowance and any field size limits within either software. We advise reviewing both platforms' documentation for field capacities and conduct tests for large datasets before fully implementing them.
