Connect Microsoft Excel and Paperless to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Paperless - 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 "Create Document (From Template)" in Paperless.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Paperless, 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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Microsoft Excel + Paperless 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 Paperless
What is required to integrate Microsoft Excel with Paperless?
To integrate Microsoft Excel with Paperless, you'll need active accounts on both platforms. Ensure you have editing permissions for your spreadsheet in Excel and access rights to the necessary documents in Paperless. You'll set up a connection through our integration platform, which facilitates communication between these tools by triggering actions based on specific events.
Can I automatically update my Excel sheet when a new document is added in Paperless?
Yes, you can set up an automation where a specific action occurs in your Excel spreadsheet every time a new document is added to your Paperless account. Use the 'New Document' trigger in Paperless to initiate this process.
Is it possible to extract data from an Excel sheet and upload it into Paperless?
Absolutely! You can extract information from designated cells or rows in your Excel sheet and upload them directly into Paperless. Set up an ‘Update Document’ action linked to the corresponding trigger in Excel.
Will integrations work with shared files or only my personal documents?
Integrations can work with both shared files and personal documents as long as you have the requisite permissions. Ensure that both Microsoft Excel and Paperless recognize your access rights so that triggers and actions can be executed properly.
How do I know if my integration between Microsoft Excel and Paperless is working correctly?
After setting up the integration, we recommend testing it by simulating the trigger event (such as adding a document in Paperless) and checking if the expected action (like updating an Excel sheet) occurs without issues.
Can I set conditions for triggers when integrating Microsoft Excel with Paperless?
Yes, you have the flexibility to set conditions that must be met for a trigger to fire during integration. For instance, triggering an update only when certain keywords are present in a new document uploaded to Paperless.
Are there any limitations on data types when syncing between Microsoft Excel and Paperless?
While most common data types can be synced smoothly, specialized formats like images or complex macros might not transfer directly. Ensuring compatibility typically involves configuring how data is mapped between columns or fields properly.