Connect Microsoft Excel 365 to monday.com
We build integrations that let monday.com drive Microsoft Excel 365: a change on a board runs an action in Microsoft Excel 365.
What monday.com can do in Microsoft Excel 365
Actions a change on a board can run in Microsoft Excel 365.
| Action |
|---|
| Table |
| Append table |
| Table: Convert to range |
| Create table |
| Delete table |
| Table: Get columns |
| Table: Get rows |
| Lookup table |
| Workbook |
| Workbook: Add sheet |
| Delete workbook |
| Get many workbooks |
| Worksheet |
| Append sheet |
| Append or update sheet |
| Clear sheet |
| Delete sheet |
| Get many sheets |
| Sheet: Get rows |
| Update sheet |
Recipes
Each recipe is one change and what it does on the other side.
When an item's status changes in monday.com, run "Append or update sheet" in Microsoft Excel 365.
Keep Microsoft Excel 365 as it is. We connect it to monday.com.
We build the integration around what you already have. Microsoft Excel 365 keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Microsoft Excel 365 and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Microsoft Excel 365 stays as it is
The integration connects to Microsoft Excel 365 the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Microsoft Excel 365 to monday.com
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Scope
We agree which system owns each record, which events should move it, and which board it lands on.
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Build the workflow
We build the workflow that carries data between Microsoft Excel 365 and monday.com and logs every run.
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Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Microsoft Excel 365
Do we have to replace anything?
No. Microsoft Excel 365 stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Microsoft Excel 365?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in Databases & Storage
See more in Databases & StorageTell us what Microsoft Excel 365 and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.