How to Integrate Cognito Forms to Microsoft Excel

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To establish a connection between Cognito Forms and Microsoft Excel using a personal account, you must use a third-party bridge like Zapier, as there is currently no "direct" native button for personal Microsoft accounts.

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1. On Zapier's main dashboard, click on Create Zap.
2. Click on the Trigger button to see the list of app app available for your automation.
3. Search for Cognito Forms and choose it as your Trigger app.
4. Connect your Cognito Forms Account by clicking on the Sign In button at the right-hand options.
5. In the pop-up window, provide the provide your login credentials, and click the Authorize Organization to continue.
6. Choose a New Entry as your Trigger Event.
7. Click on the 'Continue' button to finalize your trigger.
8. Click on the Action button, then search for and select Microsoft Excel.
9. Make sure that your Microsoft account is signed in. If not, click on the Sign In button.
10. Under Action Event, select Create Worksheet from the dropdown menu.
11. Click on the Continue button to proceed to destination setup and finalize it.
12. Once mapping is done, click on the Publish button, and you're all set.