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


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

Save and Activate the Scenario
After configuring Microsoft Excel, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Ocean.io (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 Ocean.io
Microsoft Excel + Ocean.io + Slack: When a new row is added to a specified table in Microsoft Excel, Ocean.io enriches the company data associated with that row. Then, a Slack message is sent to a designated channel, notifying the sales team about the new lead with the enriched information.
Microsoft Excel + Ocean.io + HubSpot: When a new row is added to a table in Microsoft Excel, Ocean.io enriches the company data from that row. Then, HubSpot updates the contact information based on the enriched company data.
Microsoft Excel and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
FAQ Microsoft Excel and Ocean.io
How can I connect my Microsoft Excel account to Ocean.io using Latenode?
To connect your Microsoft Excel account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ocean.io company data from Excel?
Yes, you can! With Latenode, automate updates from Excel to Ocean.io ensuring data accuracy across platforms. Plus, enrich your workflows with AI for data validation and transformation!
What types of tasks can I perform by integrating Microsoft Excel with Ocean.io?
Integrating Microsoft Excel with Ocean.io allows you to perform various tasks, including:
- Automatically creating new Ocean.io companies from Excel rows.
- Updating company information in Ocean.io based on Excel data changes.
- Triggering actions in Ocean.io when specific criteria are met in Excel.
- Exporting qualified leads from Ocean.io to a formatted Excel sheet.
- Enriching company data in Excel using Ocean.io's intelligence.
Can I use custom formulas from Excel inside my Latenode workflows?
Yes! Latenode’s powerful JavaScript blocks let you use Excel formulas to process data for Ocean.io, adding customization beyond simple data transfer.
Are there any limitations to the Microsoft Excel and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files may require optimized processing for best performance.
- Real-time data synchronization depends on the configured workflow schedule.
- Complex Excel formulas might require JavaScript translation for Latenode.