Microsoft Excel Online

Turn entries into Excel rows and updates for live reporting across teams.

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

Use this integration when you

Use Microsoft Excel Online to log entries as rows, update records as data change, and keep workbooks ready for reliable reports.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Access your Zapier dashboard
  2. Create a new Zap
    1. Click “Make a Zap”
  3. Set Cognito Forms as the trigger
    1. Choose “Cognito Forms” → “New Entry”
  4. Add Excel Online as the action
    1. Select “Microsoft Excel” → “Create Spreadsheet Row” or “Update Spreadsheet Row”
    2. Connect your OneDrive or SharePoint account and choose the sheet
  5. Map fields to row columns
    1. Link Cognito Forms fields to the corresponding sheet columns
  6. Test the Zap
    1. Submit a test entry and confirm that the row appears or updates
  7. Activate the Zap
    1. Turn on the Zap to enable continuous data syncing

Still need help? Check out our Zapier support article.