Microsoft Excel and Microsoft SharePoint Online Integration

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Microsoft Excel

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Microsoft SharePoint Online

Create a New Scenario to Connect Microsoft Excel and Microsoft SharePoint Online

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 Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Microsoft Excel or Microsoft SharePoint Online, 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.

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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.

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Sign In

Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Microsoft Excel node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.

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Authenticate Microsoft SharePoint Online

Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.

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Configure the Microsoft Excel and Microsoft SharePoint Online Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Microsoft SharePoint Online Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Microsoft Excel and Microsoft SharePoint Online 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, Microsoft SharePoint Online, 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 Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Microsoft SharePoint Online (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 Microsoft SharePoint Online

Microsoft SharePoint Online + Microsoft Excel + Microsoft Teams: When a new Excel file is uploaded to SharePoint, a message is sent to a specific Teams channel, notifying members about the new report.

Microsoft Outlook + Microsoft SharePoint Online + Microsoft Excel: On a schedule (e.g., daily), a summary of a SharePoint list is compiled into an Excel report, which is then sent as an email attachment via Outlook.

Microsoft Excel and Microsoft SharePoint Online 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.

About Microsoft SharePoint Online

Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.

See how Latenode works

FAQ Microsoft Excel and Microsoft SharePoint Online

How can I connect my Microsoft Excel account to Microsoft SharePoint Online using Latenode?

To connect your Microsoft Excel account to Microsoft SharePoint Online 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 Microsoft SharePoint Online accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update SharePoint lists from Excel data?

Yes, you can! Latenode allows automated updates from Excel to SharePoint. This eliminates manual data entry, ensuring your SharePoint lists reflect the latest information directly from your Excel spreadsheets.

What types of tasks can I perform by integrating Microsoft Excel with Microsoft SharePoint Online?

Integrating Microsoft Excel with Microsoft SharePoint Online allows you to perform various tasks, including:

  • Automatically backing up Excel files to SharePoint.
  • Creating SharePoint list items from Excel rows.
  • Triggering workflows when changes are made to Excel files.
  • Generating reports from SharePoint data and exporting them to Excel.
  • Managing and synchronizing data between Excel and SharePoint.

What Excel actions are possible within Latenode workflows?

You can read, write, update, and delete Excel spreadsheets, use formulas, and trigger actions based on cell values directly in Latenode.

Are there any limitations to the Microsoft Excel and Microsoft SharePoint Online integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large Excel files might require more processing time.
  • Complex Excel formulas might need adjustments for optimal performance.
  • Real-time synchronization depends on the workflow execution frequency.

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