How to Integrate Microsoft Excel with Cognito Forms

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It is very easy to integrate Microsoft Excel with Cognito Forms via Zapier. Here’s a short guide on how to do it:

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1. Navigate to the left-side panel, then click 'Create'.
2. Choose 'Zaps' from the list of options.
3. After that, tap 'Trigger' to start the integration process.
4. Search for 'Excel' and then select it from the suggested results.
5. Next, pick your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards and then log into the Microsoft account you wish to use.
7. Subsequently, click 'Continue'.
8. One by one, fill out the input fields with the required information.
9. Once done, tap 'Continue' to run your input and test the Trigger.
10. Click 'Continue With Selected Record' to proceed further.
11. Following that, search for 'Cognito Forms' and choose it as the Action app.
12. Next, tap the drop-down menu and specify the 'Action Event' you prefer to use.
13. Click 'Sign In' afterwards and then log into your Cognito Forms account.
14. Subsequently, choose your preferred Cognito Forms organization and then tap 'Authorize Organization'.
15. Provide all the information needed to set up the action.
16. Once done, tap 'Continue' to publish and enable the integration.
17. After completing these steps, your Cognito Forms organization will be integrated instantly with Microsoft Excel.