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


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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Microsoft Excel and Ortto 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 Ortto 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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Save and Activate the Scenario
After configuring Microsoft Excel, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Ortto (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 Ortto
Ortto + Microsoft Excel + Slack: When a new lead is added to Ortto, their information is added as a new row in a Microsoft Excel spreadsheet. A notification containing the new lead's details is then sent to a designated Slack channel.
Ortto + Microsoft Excel + Zoom: When someone joins a webinar in Ortto (tracked as a new activity event), their information is added to a Microsoft Excel sheet. A Zoom invite for a specified meeting is then sent to the user.
Microsoft Excel and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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FAQ Microsoft Excel and Ortto
How can I connect my Microsoft Excel account to Ortto using Latenode?
To connect your Microsoft Excel account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts from Excel data?
Yes, you can! Latenode's visual editor makes it easy to sync Excel data with Ortto, ensuring your contact lists are always up-to-date, saving time and improving data accuracy.
What types of tasks can I perform by integrating Microsoft Excel with Ortto?
Integrating Microsoft Excel with Ortto allows you to perform various tasks, including:
- Automatically creating new Ortto contacts from Excel spreadsheet rows.
- Updating existing Ortto contact details with information from Excel.
- Triggering Ortto campaigns based on data changes in Microsoft Excel.
- Segmenting Ortto audiences using Excel-based criteria and calculations.
- Generating personalized reports in Ortto using Excel data analysis.
How can I transform Excel data within Latenode?
Latenode offers no-code data transformation blocks and JavaScript nodes for complex Excel data manipulation, ensuring data is formatted correctly for Ortto.
Are there any limitations to the Microsoft Excel and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Excel files might require optimized processing for efficient data transfer.
- Real-time synchronization is subject to API rate limits of both platforms.
- Complex Excel formulas might need adaptation for automation within Latenode.