Let us explore how you can integrate GitHub with MS Excel and automatically save newly created GitHub issues in the MS Excel worksheet of your choice.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link GitHub with Pabbly Connect to capture the issues, then link Pabbly Connect with MS Excel and save the captured issues in your MS Excel worksheet.
Steps to Automatically Save New GitHub Issues in MS Excel Worksheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between GitHub and Pabbly Connect
3. Setup MS Excel as the Action App to Save Issues
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 GitHub and Pabbly Connect
We will now look at the steps through which we will establish a link between GitHub and Pabbly Connect. This will help us to fetch the newly created GitHub issues.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be GitHub.
Choose ‘GitHub’ as the Trigger App, select ‘Issues’ as a Trigger Event, and click on ‘Connect’.
B. Connect GitHub Account
To connect with your GitHub account, select ‘Add New Connection’ and click on ‘Connect With GitHub’. Also, grant the authorization.
Select the Owner and Repository from where you want to capture the issues, and click on ‘Save & Send Test Request’.
D. Test Connection
To test the established connection, we will create a new issue and check for the response received.
Expand the Response Received, where the details of the issue you just created must be visible.
Step 3:- Setup MS Excel as the Action App to Save Issues
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save the captured issues 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 Repository Name from the step above.
Similarly, map the other details, 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 GitHub with MS Excel. Each time you create a new issue in GitHub, it will automatically be saved in the MS Excel worksheet of your choice.
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