When a row is added in Google Sheets, add data to Microsoft Excel while excluding duplicates
When a row is added in Google Sheets, add data to Microsoft Excel while excluding duplicates
Launch this workflow to connect
Microsoft Excel &
Google Sheets
!
■Overview
Regularly transferring data accumulated in Google Sheets to Microsoft Excel can be time-consuming. In particular, manually checking for duplicates is prone to errors and can make it difficult to maintain data consistency. With this workflow, whenever a row is added to Google Sheets, it is automatically checked against the data in Microsoft Excel, and the data is added only if no duplicate is found.
■Who Should Use This Template
- Those who manage customer or deal information in both Google Sheets and Microsoft Excel
- Data management professionals who spend significant time manually transferring data and checking for duplicates
- Those who want to prevent human errors such as duplicate data entry and improve data accuracy
■Benefits of Using This Template
- Automate everything from checking for duplicates to adding data to Microsoft Excel whenever a row is added to Google Sheets, reducing the time spent on manual work.
- Automatically determine whether duplicate data exists to prevent human errors such as duplicate entries and improve data management accuracy.
■Flowbot Workflow
- First, connect Google Sheets and Microsoft Excel to Yoom.
- Next, select Google Sheets as the trigger and set the “When a row is added” action to define what starts the flow.
- Next, set the Microsoft Excel “Get records” action as an operation to check whether the added data already exists in Excel.
- Next, configure branching as an operation and set the conditions so that the flow proceeds only when the data does not exist, based on the results retrieved in the previous step.
- Finally, configure the Microsoft Excel “Add record” action as another operation to add only new data to the sheet.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
- For the Google Sheets trigger, specify the spreadsheet and sheet you want to automate.
- For the Microsoft Excel get records action, you can specify any file and sheet and flexibly configure the search criteria. You can also set information retrieved from Google Sheets as variables.
- For branching, you can define the conditions under which subsequent operations are executed based on the information retrieved in the previous step.
- For the Microsoft Excel add record action, specify the destination file and sheet, and freely customize which information is assigned to each field.
■Notes
- Connect both Google Sheets and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a general business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- For notes on using Google Sheets as an app trigger, see “[App Triggers] Notes on Google Sheets Triggers”.
- For details on configuring operations that work with Microsoft Excel databases, see “[Excel] Configuring Operations for Working with Databases”.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in Flowbot will result in an error.
- Paid plans, such as the Personal plan, include a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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