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"It would be so convenient if this file could be reflected in Microsoft Excel..."
Have you ever thought that way? If the file information is automatically added to a Microsoft Excel list when a file is stored in Microsoft SharePoint, you won't need to check or manually enter the data each time. Managing files and organizing information often occur simultaneously in business, but doing it all manually can be time-consuming and labor-intensive. By integrating Microsoft SharePoint with Microsoft Excel, you can automate these "inefficient norms" and improve the speed and accuracy of your work.
This article will detail what you can achieve by integrating Microsoft SharePoint with Microsoft Excel and provide specific setup instructions. Anyone can easily integrate without code, so if you want to give it a try or are curious about other integrations, please read to the end!
By using Yoom, you can easily integrate Microsoft SharePoint with Microsoft Excel without any code. Yoom provides templates for integrating Microsoft SharePoint and Microsoft Excel, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Microsoft SharePoint and Microsoft Excel, you can automatically link data from Microsoft SharePoint to Microsoft Excel!
For example, you can automatically perform data integration like the one below without human intervention.
When a file is stored in Microsoft SharePoint, the information is automatically reflected in Microsoft Excel. This eliminates the need for manual transcription, improving work efficiency! Additionally, since the format is standardized, it will be easier to find the necessary information.
By specifying the date and time, you can automate the entire process from obtaining the Google Ads report to adding a record in HubSpot. Automation can reduce routine tasks and alleviate the burden on the person in charge.
You can automatically share updates from Google Sheets, eliminating any time lag in information sharing.
This flow is recommended for those who manage tasks using shared Google Sheets and want to be notified of any updates.
Let's get started by creating a flow that integrates Microsoft SharePoint and Microsoft Excel!
This time, we will use Yoom to proceed with the integration of Microsoft SharePoint and Microsoft Excel without any code, so if you do not have a Yoom account yet, please issue an account from the registration form here.
[What is Yoom]
This time, we will create a flow that adds file information to Microsoft Excel when a file is stored in Microsoft SharePoint!
The creation process is broadly divided into the following steps.
(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".
From the list of new connections in My Apps, click on Microsoft SharePoint.
* There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)". If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
For more details, please check the following site.
My App Registration Procedure and Precautions in Microsoft365 Services
(2) The Microsoft sign-in screen will appear. Enter the account you want to use and sign in!
(3) Next, integrate Microsoft Excel. Similarly, click on Microsoft Excel from the list of new connections in Yoom.
Once you integrate a Microsoft app, other Microsoft apps will automatically integrate just by clicking from the new connection list in Yoom without signing in!
Once the integration is complete, Microsoft SharePoint and Microsoft Excel will be registered in My Apps in Yoom.
This completes the My Apps registration.
Next, let's set up triggers using templates!
We will use the template introduced earlier.
Click "Try it" on the banner below to copy it.
Once copied, the template will be copied to your Yoom management screen as shown below, so press OK to proceed with the setup.
(1) Configure the settings for when a file is created or updated in a specified folder in Microsoft SharePoint.
Click on "When a file is created or updated in a specified folder in the site" for the app trigger.
(2) From the "Select Integration Account and Action" screen in Microsoft SharePoint, verify that there are no errors in the account information linked with Microsoft SharePoint, keep the trigger action as "When a file is created or updated in a specified folder in the site," and click "Next."
(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu, choosing from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger activation interval varies depending on the plan, so please be aware.
We generally recommend using the shortest activation interval!
Scroll down and select the Site ID and Folder ID from the suggestions.
Once the input is complete, click "Test," and if no errors occur, click "Save."
If the information is reflected in the output, the test is successful.
If you're wondering "What is output?" please refer to the site below!
Click "Save" and proceed to the next step!
(1) Next, integrate with Microsoft Excel to add records.
Click "Add Record."
(2) From the "Database Integration" screen in Microsoft Excel, verify that there are no errors in the account information linked with Microsoft Excel, keep the execution action as "Add Record," and click "Next."
(3) Enter the file save location, drive ID, file name (optional), item ID, sheet name, and table range. The drive ID, item ID, and sheet name can be selected from suggestions as shown in the image below.
Once the input is complete, click "Next" at the bottom.
(4) From the "Database Operation Detailed Settings" screen, select the values for the records to be added from the output.
Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.
Well done! All settings are now complete.
Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON.
Try actually starting the flow bot and check if the file information is added to Microsoft Excel when a file is stored in Microsoft SharePoint!
Once posted in Microsoft Teams, it will automatically be reflected in Google Sheets, preventing manual transcription errors or omissions.
By leveraging the APIs of Microsoft SharePoint and Microsoft Excel, various automations can be achieved.
You can automatically save documents completed in DocuSign to Microsoft SharePoint or upload files posted on Slack to Microsoft SharePoint. Additionally, files uploaded to Microsoft SharePoint can be read with OCR and notifications can be sent to Discord.
You can automatically add the content of emails received in Microsoft Outlook to Microsoft Excel, or automatically store survey results received in Gmail. Additionally, it is possible to retrieve budget data from Microsoft Excel at a specified date and time and notify Microsoft Teams.
How was it? By integrating Microsoft SharePoint and Microsoft Excel, you should be able to solve issues such as "eliminating the task of transcribing file information," "always keeping track of the latest data," and "reducing data management errors." The database is updated simultaneously with file uploads, enhancing both the speed and accuracy of your operations.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily integrate Microsoft SharePoint and Microsoft Excel without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
Why not start working smarter by reducing data reflection errors and the burden of manual tasks?
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