How to connect Microsoft Excel and Encharge
Create a New Scenario to Connect Microsoft Excel and Encharge
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 Encharge will be your first step. To do this, click "Choose an app," find Microsoft Excel or Encharge, 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 Encharge Node
Next, click the plus (+) icon on the Microsoft Excel node, select Encharge from the list of available apps, and choose the action you need from the list of nodes within Encharge.


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Authenticate Encharge
Now, click the Encharge node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Encharge settings. Authentication allows you to use Encharge through Latenode.
Configure the Microsoft Excel and Encharge 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 Encharge 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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AI Anthropic Claude 3
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Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Microsoft Excel, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Encharge (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 Encharge
Microsoft Excel + Encharge + Slack: When a new row is added to a Microsoft Excel table, the information is used to create or update a person in Encharge. Then, a welcome message is sent to a Slack channel.
Encharge + Microsoft Excel + Zoom: When a new person is added to Encharge, their information is used to find the corresponding row in a Microsoft Excel table. The Zoom meeting registrant is then added to a webinar using the data from Excel.
Microsoft Excel and Encharge 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 Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.
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FAQ Microsoft Excel and Encharge
How can I connect my Microsoft Excel account to Encharge using Latenode?
To connect your Microsoft Excel account to Encharge 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 Encharge accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Encharge from Excel rows?
Yes, you can! Latenode lets you trigger updates in Encharge directly from new or modified rows in Microsoft Excel. This keeps your contact data current and enables hyper-personalized marketing.
What types of tasks can I perform by integrating Microsoft Excel with Encharge?
Integrating Microsoft Excel with Encharge allows you to perform various tasks, including:
- Automatically add new leads from Excel to Encharge.
- Update Encharge contact properties based on Excel data.
- Trigger email sequences in Encharge from Excel updates.
- Segment Encharge contacts using Excel spreadsheet data.
- Create personalized reports by combining data.
How do I handle large Excel files within my Latenode automation?
Latenode efficiently processes large Excel files by streaming data, avoiding memory overload. Use our built-in file parsing tools and JavaScript for advanced manipulation.
Are there any limitations to the Microsoft Excel and Encharge integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas might require custom JavaScript for accurate data extraction.
- Real-time, second-by-second synchronization might not be feasible for extremely large datasets.
- Encharge API rate limits can affect the speed of bulk updates from Excel.