How to connect Microsoft Excel and ClickSend
Create a New Scenario to Connect Microsoft Excel and ClickSend
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 Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or ClickSend will be your first step. To do this, click "Choose an app," find Microsoft Excel or ClickSend, and select the appropriate trigger to start the scenario.

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


Microsoft Excel

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


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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Microsoft Excel and ClickSend 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 Microsoft Excel and ClickSend 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 Microsoft Excel, ClickSend, 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 Microsoft Excel and ClickSend integration works as expected. Depending on your setup, data should flow between Microsoft Excel and ClickSend (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Excel and ClickSend
Microsoft Excel + ClickSend + Twilio: Reads upcoming deadlines from a Microsoft Excel sheet. Then, ClickSend is used to send SMS reminders to the specified phone number before each deadline. If ClickSend fails, Twilio is used as a backup SMS service.
ClickSend + Microsoft Excel + Google Sheets: Triggers when a new SMS is sent using ClickSend. The details of the sent SMS, including delivery status, are logged into a Microsoft Excel sheet. A summary of these logs is then updated in a Google Sheets spreadsheet.
Microsoft Excel and ClickSend integration alternatives

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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About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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FAQ Microsoft Excel and ClickSend
How can I connect my Microsoft Excel account to ClickSend using Latenode?
To connect your Microsoft Excel account to ClickSend on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Excel and click on "Connect".
- Authenticate your Microsoft Excel and ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized SMS messages based on Excel data?
Yes, you can! Latenode lets you dynamically populate ClickSend SMS templates using data from Microsoft Excel, enabling highly personalized outreach. Scale your messaging efficiently!
What types of tasks can I perform by integrating Microsoft Excel with ClickSend?
Integrating Microsoft Excel with ClickSend allows you to perform various tasks, including:
- Automatically sending SMS reminders from an Excel-based schedule.
- Creating new ClickSend contacts from updated Microsoft Excel rows.
- Sending bulk SMS campaigns based on segmented Excel lists.
- Updating Excel spreadsheets with ClickSend delivery reports.
- Triggering SMS alerts for critical data changes in Microsoft Excel.
Can I use formulas from Microsoft Excel inside Latenode?
Yes! Latenode’s JavaScript blocks let you apply custom Excel formulas to your data and integrate them directly into your ClickSend workflows.
Are there any limitations to the Microsoft Excel and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may require parsing before use in ClickSend actions.
- Complex Excel formulas may need to be adapted for JavaScript execution.
- Rate limits on the ClickSend API can affect large-scale SMS campaigns.