Microsoft Excel Online is the cloud version of Excel for collaborative, browser-based spreadsheets. Connecting to Cognito Forms lets you turn entries into worksheet rows and map fields to table columns without manual copy/paste.
Automate your sheet workflow end to end—eliminate re-entry, keep data accurate, and feed reporting.
- Reduce manual data entry
- Shorten reporting cycles
- Give teams up-to-date data
Use this integration to:
- Add rows from each new form entry
- Update rows when entries change
- Map fields to Excel table columns
How It Works
- Log in to Zapier
- Access your Zapier dashboard
- Create a new Zap
- Click “Make a Zap”
- Set Cognito Forms as the trigger
- Choose “Cognito Forms” → “New Entry”
- Add Excel Online as the action
- Select “Microsoft Excel” → “Create Spreadsheet Row” or “Update Spreadsheet Row”
- Connect your OneDrive or SharePoint account and choose the sheet
- Map fields to row columns
- Link Cognito Forms fields to the corresponding sheet columns
- Test the Zap
- Submit a test entry and confirm that the row appears or updates
- Activate the Zap
- Turn on the Zap to enable continuous data syncing
Still need help? Check out our Zapier support article.
- Log in to Make
- Access your Make dashboard
- Create a new scenario
- Click “Create a new scenario”
- Set Cognito Forms as the trigger
- Add the “Watch New Entries” module for Cognito Forms
- Use the Create a Webhook / Choose a hook
- Connect your Cognito Forms account and select the form
- Add Excel Online as the action
- Add the “Add a Row” module for Microsoft Excel
- Connect your OneDrive or SharePoint account and choose the workbook and worksheet
- Map form fields to sheet columns
- Align Cognito Forms fields with corresponding Excel columns
- Test the scenario
- Run once to test, then submit a form entry to verify row creation
- Activate the scenario
- Save and enable the scenario to automate syncing
Still need help? Check out our Make support article.
- Log in to Power Automate
- Access your Power Automate dashboard
- Create an automated flow
- Click “Create → Automated cloud flow”
- Set Cognito Forms as the trigger
- Choose “When a new entry is submitted” in Cognito Forms
- Add Excel Online as the action
- Select “Add a row into a table” or “Update a row” for Excel Online
- Sign in to your Microsoft 365 account and choose the workbook/table
- Map fields to sheet columns
- Match form data to the appropriate Excel columns
- Test the flow
- Submit a test entry and verify the row appears in your workbook
- Activate the flow
- Save and turn on the flow to run automatically
Still need help? Check out our Microsoft Power Automate support article.