In this post, we will look at how you can integrate MS Excel with Airtable. Following this integration, your MS Excel account will be synced with Airtable, and the data you enter in MS Excel will be automatically recorded in Airtable.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link MS Excel with Pabbly Connect to capture the entered data, then link Pabbly Connect with Airtable, and record data in an Airtable workspace.
Steps to Record MS Excel Data in Airtable Automatically
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Airtable as the Action App to Sync Data
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps through which we will establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Airtable as the Action App to Sync Data
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save the data captured from MS Excel in Airtable. Thus, Airtable will be our Action App.
A. Action App
Choose ‘Airtable’ as the Action App, select ‘Create Record’ as an Action Event and click on ‘Connect’.
B. Connect Airtable Account
To connect with your Airtable account, select ‘Add New Connection’. To find your API Token, click on ‘Account’.
Copy the API Token, paste it into its given field and click on ‘Save’.
Select the Base Id and Table Name in which you want to record your data.
As soon as you select Table Name, the columns of this table will start reflecting as fields in your Action Step.
C. Map the Necessary Fields
Now that you have connected your Airtable account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the First Name from the step above.
Similarly, map the other fields and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will start reflecting in your Airtable.
Note: Pabbly Connect checks for the data from MS Excel every 8 hours, so any new data you enter may not be visible immediately.
Our automation is complete. We have successfully integrated MS Excel with Airtable. Each new data entry in MS Excel will now also be saved in Airtable automatically.
You can copy this entire workflow by clicking this link.
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