In this post, we will look at how you can integrate Gmail with MS Excel and automatically create a backup of your emails and save them in your MS Excel worksheet.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Gmail with Pabbly Connect using Email Parser to capture the emails, then link Pabbly Connect with MS Excel and save the captured emails in your MS Excel worksheet.
Steps to Automatically Backup Your Emails in MS Excel Using Email Parser
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Email Parser by Pabbly as the Trigger App to Capture Emails
3. Setup MS Excel as the Action App to Create Backup
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:- Setup Email Parser by Pabbly as the Trigger App to Capture Emails
We will now look at the steps through which we will establish a link between Gmail and Pabbly Connect. This will help us to fetch the emails.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Email Parser by Pabbly.
Choose ‘Email Parser by Pabbly’ as the Trigger App and copy the Email – this Email Address will be used to fetch the emails from your Gmail account.
B. Connect Gmail Account
Login to your Gmail account, and click on ‘Settings’ > ‘See all settings’.
Select ‘Forwarding and POP/IMAP’ and click on ‘Add a forwarding address’.
Paste the Email Address we copied earlier, and click on ‘Next’.
A dialogue box will pop up asking you for confirmation. ‘Proceed’ with forwarding to the given email address.
You will be asked to enter a confirmation code, which you will find under Response Received on Pabbly Connect.
Expand Response Received, copy the Confirmation Code, paste it into its given field, and click on ‘Verify’.
Enable Forwarding, click on ‘Save Changes’ and your connection will be established.
C. Test Connection
To test the established connection, click on ‘Re-Capture Email Parser Response’ and send a test email to your account using a different ID.
Switch to Pabbly Connect, and expand Response Received – under which the latest email details must be visible, thus confirming our connection.
Step 3:- Setup MS Excel as the Action App to Create Backup
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to create a backup for the captured emails in MS Excel. Thus, MS Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the 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 MS Excel worksheet.
Our automation is complete. We have successfully integrated Gmail with MS Excel. Each time you receive a new email on Gmail, it will automatically be saved in a new row of your MS Excel worksheet as a backup.
You can copy this entire workflow by clicking this link.
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