How to connect ConvertAPI and Microsoft Excel
Create a New Scenario to Connect ConvertAPI and Microsoft Excel
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Microsoft Excel will be your first step. To do this, click "Choose an app," find ConvertAPI or Microsoft Excel, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node
Select the ConvertAPI node from the app selection panel on the right.


ConvertAPI

Configure the ConvertAPI
Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Excel Node
Next, click the plus (+) icon on the ConvertAPI node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.


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Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the ConvertAPI and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ConvertAPI and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring ConvertAPI, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ConvertAPI and Microsoft Excel integration works as expected. Depending on your setup, data should flow between ConvertAPI and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ConvertAPI and Microsoft Excel
Google Drive + ConvertAPI + Google Drive: When a new file is added to a specified folder in Google Drive, it is converted to an Excel file using ConvertAPI. The converted file is then saved back to Google Drive.
Microsoft Excel + ConvertAPI + Email: When a new workbook is created in Microsoft Excel, it is converted to a PDF file using ConvertAPI. The converted PDF file is then sent as an email attachment.
ConvertAPI and Microsoft Excel integration alternatives

About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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See how Latenode works
FAQ ConvertAPI and Microsoft Excel
How can I connect my ConvertAPI account to Microsoft Excel using Latenode?
To connect your ConvertAPI account to Microsoft Excel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertAPI and click on "Connect".
- Authenticate your ConvertAPI and Microsoft Excel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save converted PDFs to an Excel sheet?
Yes, you can! Latenode’s visual editor simplifies this. Trigger a workflow on file conversion and automatically append the converted file info to a new row in your Excel sheet.
What types of tasks can I perform by integrating ConvertAPI with Microsoft Excel?
Integrating ConvertAPI with Microsoft Excel allows you to perform various tasks, including:
- Convert documents to specific formats and log details in Excel.
- Extract data from PDFs and organize them into Excel spreadsheets.
- Monitor file conversions and update a status tracker in Excel.
- Automate reporting by converting data into visually appealing PDFs.
- Create customized Excel reports from converted file metadata.
How does Latenode handle large file conversions via ConvertAPI?
Latenode efficiently manages large files using server-side processing and optimized data transfer, preventing browser limitations and ensuring reliable ConvertAPI workflows.
Are there any limitations to the ConvertAPI and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas might require custom JavaScript code.
- Large Excel files can impact workflow execution speed.
- ConvertAPI plan limits affect the number of conversions possible.