Connect Bonsai and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Bonsai to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bonsai 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 "Contract Signed" from Bonsai.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Bonsai 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.
- Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItTriggerInstant - Deal Updated
Triggers when a deal is updated in Bonsai.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant - Event Scheduled
Triggers when a new event is booked via Scheduling
Try ItTriggerInstant
- Contract Viewed
Triggers when a contract is viewed.
Try ItTriggerInstant - Form Submitted
Triggers when a new form response is submitted.
Try ItTriggerInstant - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try ItTriggerInstant - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try ItTriggerInstant
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Connect Bonsai and Microsoft Excel 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.
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Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Bonsai + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bonsai and Microsoft Excel
How do I set up the integration between Bonsai and Microsoft Excel?
You can set up the integration by navigating to our integrations page. Select Bonsai as your trigger app and Microsoft Excel as your action app. Follow the prompts to link both accounts, and configure your triggers such as project completion or invoice update from Bonsai that you'd like to reflect in Excel.
What types of triggers are available for Bonsai in this integration?
Our integration supports various triggers such as new invoices, completed tasks, or new projects started in Bonsai. You can map these to actions in Excel like adding a new row, updating a spreadsheet, or sending notifications.
Can I use this integration to update existing data in Excel?
Yes, you can configure the integration to update existing data in an Excel spreadsheet based on changes in Bonsai through specific triggers. For example, an invoice status change can be set to update a corresponding cell or row in your spreadsheet.
Do I need any special permissions or accounts to integrate Bonsai with Excel?
You'll need admin access to both your Bonsai account and Microsoft Excel account. It's important that both services are authorized properly during setup so that workflows execute smoothly.
How often does data synchronize between Bonsai and Excel using this integration?
Data synchronization frequency depends on how you've configured the automation. Generally, whenever a trigger event occurs in Bonsai (like task completion), it will prompt actions in Excel immediately if set up that way.
Is there a limit on how much data can be transferred at once from Bonsai to Excel?
The amount of data you can transfer is subject to Microsoft's limitations on Excel spreadsheets and our own application's API limits. Typically, these settings handle typical business needs efficiently but be mindful of large batch transfers.
What should I do if my integration between Bonsai and Excel stops working?
First, check the connection status of both your Bonsai and Microsoft accounts within our platform. Ensure there are no connectivity issues or expired authorizations. If problems persist, consult our support team for assistance.
