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