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Zapier makes it easy to integrate Microsoft Excel with Teamwork - no code necessary. See how you can get setup in minutes.

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Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
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Teamwork
Teamwork logo
Teamwork
2. Choose action
Microsoft Excel logo
1. Select the event
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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 "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
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    • Workbook
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    Trigger
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    • Worksheet
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    Action
    Write
    • Plan Restrictions
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    Action
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    • Plan Restrictions
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    • Worksheet
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    • Trigger Column
    Trigger
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    • Column Headers
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Microsoft Excel and Teamwork to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Teamwork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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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.
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About Teamwork
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
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