How to connect Microsoft Excel and LiveChat
Create a New Scenario to Connect Microsoft Excel and LiveChat
In the workspace, click the โCreate New Scenarioโ button.

Add the First Step
Add the first node โ 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 LiveChat will be your first step. To do this, click "Choose an app," find Microsoft Excel or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Microsoft Excel node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.


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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Microsoft Excel and LiveChat 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 LiveChat 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 donโt 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, LiveChat, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Microsoft Excel and LiveChat integration works as expected. Depending on your setup, data should flow between Microsoft Excel and LiveChat (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 LiveChat
LiveChat + Microsoft Excel + Microsoft Teams: When a new chat starts in LiveChat, the details are logged in a Microsoft Excel spreadsheet. A message is then sent to a Microsoft Teams channel to alert the sales team about the new lead.
Microsoft Excel + LiveChat + Gmail: Every week, this automation retrieves chat data from a Microsoft Excel spreadsheet, summarizes it, and emails the summary to managers using Gmail. The LiveChat app is not actively used, but listed for conceptual relevance.
Microsoft Excel and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ all visually, and without code.
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FAQ Microsoft Excel and LiveChat
How can I connect my Microsoft Excel account to LiveChat using Latenode?
To connect your Microsoft Excel account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update LiveChat with new Excel data?
Yes, with Latenode, automatically update LiveChat agents about crucial Excel data changes in real-time. This keeps your team informed, boosting responsiveness and customer satisfaction.
What types of tasks can I perform by integrating Microsoft Excel with LiveChat?
Integrating Microsoft Excel with LiveChat allows you to perform various tasks, including:
- Automatically updating LiveChat agents with leads from Excel.
- Triggering LiveChat messages based on data changes in Excel sheets.
- Logging LiveChat transcripts and data into Excel for analysis.
- Sending Excel-based reports directly through LiveChat channels.
- Creating new Excel rows from LiveChat conversation data.
How do I handle large Excel files with Latenode automation?
Latenode uses efficient data streaming, handling large Excel files without memory issues. Process vast datasets seamlessly and scale your LiveChat workflows.
Are there any limitations to the Microsoft Excel and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval you configure.
- Complex Excel formulas may require JavaScript for full support.
- Large data transfers can be subject to API rate limits.