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Set up your first integration
Quickly connect Microsoft Excel to Teamwork with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Teamwork - 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 Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Task List From Template" in Teamwork.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Teamwork, 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.
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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Frequently Asked Questions about Microsoft Excel + Teamwork 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 Teamwork
What can I automate between Excel and Teamwork using Zapier?
By integrating Microsoft Excel with Teamwork via Zapier, you can automate tasks such as creating new tasks in Teamwork when a new row is added to an Excel spreadsheet, or updating existing tasks based on changes in your spreadsheets. You can also automate exporting completed project details from Teamwork to your Excel database.
How do triggers work for the Excel and Teamwork integration?
In our integration, a trigger is an event that starts or initiates the workflow between Microsoft Excel and Teamwork. Triggers can include actions like adding a new row in an Excel sheet, which could then trigger the creation of a new task in Teamwork. These triggers ensure that your data is synchronized and updated across both platforms efficiently.
Can I update existing tasks in Teamwork through changes made in Excel?
Yes, you can update existing tasks within Teamwork by tracking changes made in an associated Excel spreadsheet. For instance, if you modify specific columns that represent task updates in your Excel sheet, those updates will be reflected directly onto the corresponding tasks within Teamwork.
Are there any pre-built workflows available for integrating Excel with Teamwork?
We offer several pre-built workflows (known as Zaps) to simplify the integration process for common use cases such as automatically creating new rows in Excel from completed tasks in Teamwork or sending weekly reports of task completions from Teamwork to an organized spreadsheet view.
What actions can be performed automatically when a change occurs in my project data?
When project data is updated on either platform you’ve integrated using Zapier—like completion dates or priority levels—you can set automatic actions such as notifying team members via email or logging these events into another system managed through Microsoft Excel.
How secure is the integration between Microsoft Excel and Teamwork through Zapier?
We prioritize security highly. When using Zapier for integrations involving Microsoft Excel and Teamwork, all data transfers are encrypted using SSL/TLS standards to ensure confidentiality and integrity during automation processes.