How to Integrate Microsoft Excel with Cognito Forms

Quick summary

This guide shows you how to integrate Microsoft Excel with Cognito Forms using Zapier by setting up a Zap that automatically syncs data between the two apps. Once configured, any trigger event in Excel can instantly create or update entries in your Cognito Forms organization without manual effort.

Steps

1. Navigate to the left-side panel, then click Create.
2. Choose Zaps from the list of options.
3. Tap Trigger to start the integration process.
4. Search for Excel and select it from the suggested results.
5. Pick your preferred Trigger Event from the available options.
6. Tap Sign In and log into your Microsoft account.
7. Click Continue to proceed after signing in.
8. Fill out all input fields with the required information one by one.
9. Tap Continue to run your input and test the Trigger.
10. Click Continue With Selected Record to proceed further.
11. Search for Cognito Forms and choose it as the Action app.
12. Open the drop-down menu and specify the Action Event you want to use.
13. Click Sign In and log into your Cognito Forms account.
14. Choose your preferred Cognito Forms organization and tap Authorize Organization.
15. Provide all the information needed to set up the action.
16. Tap Continue to publish and enable the integration.
17. Your Cognito Forms organization is now integrated instantly with Microsoft Excel.