Automatically add records to Microsoft Excel when items are added or updated in a SharePoint list
Automatically add records to Microsoft Excel when items are added or updated in a SharePoint list
Launch this workflow to connect
Microsoft SharePoint &
Microsoft Excel
!
■Overview
Manually transferring information to Microsoft Excel every time you update a Microsoft SharePoint list is time-consuming and can lead to input errors or missed updates. This workflow seamlessly connects Microsoft Excel and Microsoft SharePoint, automatically adding a record to Microsoft Excel whenever an item is added to or updated in the list. Eliminate manual data entry and improve the accuracy and efficiency of your operations.
■Who Should Use This Template
- Those who want to connect Microsoft Excel and SharePoint to streamline manual data transfers
- Team leaders and staff who want to reflect SharePoint list updates in Excel quickly and accurately
- Those who want to break free from repetitive data entry and focus on more productive core tasks
■Benefits of Using This Template
- Automatically add records to Excel when a SharePoint list is updated, reducing the time spent on manual data transfers.
- Prevent human errors such as incorrect or missing entries caused by manual data transfers, helping maintain data accuracy.
■Workflow Steps
- First, connect Microsoft Excel and Microsoft SharePoint to Yoom.
- Next, select Microsoft SharePoint as the trigger and set the action to “When an item is added to or updated in a list.”
- Finally, set the Microsoft Excel “Add a record” action as the operation and map the information retrieved from SharePoint.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customize This Workflow
■Customize This Workflow
- In the Microsoft Excel operation settings, specify the storage location, such as the site or document library, where the Excel file you want to add records to is stored.
- Also, specify which values retrieved from the SharePoint list should be added to which columns in the Excel sheet.
■Notes
- Connect both Microsoft SharePoint and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly.
- For details on configuring operations that work with Microsoft Excel databases, see “[Excel] Configuring Operations for Working with Databases”.
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About the apps you use
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No-Code API Actions
Executable API actions
Flowbot triggers
When Item Is Added or Updated in List
When a File Is Created or Updated in a Specified Folder Within the Site
When a Folder Is Created or Updated in a Specified Folder Within the Site
Flowbot operations
Upload File
Create Folder
Search Folders/files
Copy File
Set Values in Document Custom Columns
Get Item Details
Download File
Create Folder in Drive Root
Retrieve Information for a Specific List
Get Item Access Count and Unique Users (All Time)
Get Item Access Count and Unique Users (Last 7 Days)
Delete File / Folder
Move File to Another Folder
Add Item to List
Update List Item
Update List Item (Multiple Choice)
Get Folders/files in a Specific Folder
Get Initial Delta Link for a Specified List
Flowbot triggers
When Item Is Added or Updated in ListWhen a File Is Created or Updated in a Specified Folder Within the SiteWhen a Folder Is Created or Updated in a Specified Folder Within the Site
Flowbot operations
Upload FileCreate FolderSearch Folders/filesCopy FileSet Values in Document Custom ColumnsGet Item DetailsDownload FileCreate Folder in Drive RootRetrieve Information for a Specific ListGet Item Access Count and Unique Users (All Time)Get Item Access Count and Unique Users (Last 7 Days)Delete File / FolderMove File to Another FolderAdd Item to ListUpdate List ItemUpdate List Item (Multiple Choice)Get Folders/files in a Specific FolderGet Initial Delta Link for a Specified ListGet Incremental Changes for List ItemsSearch Folders/files (for Next Page)Rename FolderAdd WorksheetUpdate List Item (Hyperlink)
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)More inspiration for you
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