Microsoft Excel integration

What it does

The Microsoft Excel integration lets your agency run spreadsheet work on a client's behalf. Connect a client's Microsoft 365 account once, and your workflows can append and update rows, manage worksheets and tables, look up values, create and upload workbooks, and start whenever a row, worksheet or workbook is added.

It works with workbooks (.xlsx) stored in the account's own OneDrive and in SharePoint or Microsoft Teams document libraries the account can open.

Connect a Microsoft Excel account

Microsoft Excel connects through your agency's own Microsoft Entra app registration, so the consent screen your client sees carries your agency's name.

1. In the Microsoft Entra admin center, open App registrations and create a registration that accepts accounts in any organizational directory.
2. Add a Web redirect URI of https://<your TaskJuice domain>/oauth/callback, create a client secret, and add the Microsoft Graph delegated permissions you need (see the table below).
3. In TaskJuice, open Settings > Integrations > OAuth clients and add the client ID and secret for Microsoft Excel, ticking the same permissions.
4. Add a Microsoft Excel step to a workflow and choose Connect from the step. Sign in with the client's work or school account and approve the permissions.

Microsoft only offers the Excel API for work or school accounts. Personal Microsoft accounts (outlook.com, hotmail.com) are not supported.

Choose a workbook

Every step asks where the workbook lives:

• SharePoint Site (optional): pick a SharePoint or Teams site to list its document libraries.
• Drive: the OneDrive or document library. Actions use the account's own OneDrive when you leave both Site and Drive blank; if you pick a Site, pick a Drive too. Triggers always need a Drive.
• Workbook, then Worksheet or Table, depending on the step.

Triggers

Microsoft does not send notifications for changes inside a workbook, so these triggers check on a schedule: every five minutes by default, and never more often than your plan's minimum poll interval. Items that already exist when you publish are never sent. Each run carries everything found since the last check in an items list; add a Loop step to handle them one at a time.

• New or Updated Worksheet Row: starts when a row on a worksheet is added or any of its values change. Each item is the row's cell values in column order.
• New Table Row: starts when a row is added to an Excel table. Edits to existing rows do not start it.
• New or Updated Table Row: starts when a table row is added or any of its values change.
• New Worksheet: starts when a worksheet is added to a workbook.
• New Workbook: starts when a new .xlsx file appears in a drive.

Actions

Rows and ranges

• Append Worksheet Rows: writes rows below the last used row of a worksheet.
• Get Worksheet Row, Update Worksheet Row and Delete Worksheet Row: read, overwrite or remove a row by its row number.
• Find Row: finds the first row whose value in a column matches, and returns its row number. To change a row by a value such as an email address, run Find Row, then Update Worksheet Row with the row number it returns. In the lookup value, * and ? act as wildcards; write ~* or ~? to match them literally.
• Get Range, Update Range, Insert Range, Delete Range and Clear Range: work with any A1-style range such as A2:D2, B:B or 5:5.
• Get Worksheet Data: reads every used cell on a worksheet.

Worksheets

• List Worksheets, Get Worksheet, Add Worksheet, Update Worksheet (rename, move or hide) and Delete Worksheet.

Tables

• List Tables, Get Table, Create Table, Update Table, Delete Table, Convert Table to Range and Sort Table.
• List Table Rows, Add Table Rows, Get Table Row, Update Table Row and Delete Table Row, addressed by the row's position in the table (the first data row is 0).
• Get Table Data, List Table Columns, Add Table Column, Update Table Column and Delete Table Column.

Workbooks

• Search Workbooks, Create Workbook, Upload Workbook, Download Workbook, Delete Workbook and Recalculate Workbook.
• List Comments, Get Comment and Reply to Comment.

Known limitations

• Rows arrive as arrays. Row triggers and reads return cell values in column order, not objects keyed by header. Reference a column by its position, for example the third value of a row. Changed rows from the row triggers carry no row number; use Find Row on a unique column to locate one.
• Large sheets. Row triggers check the first Max Per Cycle rows (100 by default, up to 500) of the sheet or table. Rows below that are not checked, so keep watched sheets and tables under that size.
• Row counts must match. Update Range, Append Worksheet Rows, Update Worksheet Row and table row writes fail if the number of values does not match the target's columns. Append Worksheet Rows starts in the worksheet's first used column; on a new, empty worksheet write the header row with Update Range first.
• New Table Row tracks positions. It assumes rows are added at the end of the table. Rows inserted mid-table or added after deletions can be missed; use New or Updated Table Row for tables edited that way. A row identical to one already seen does not start the "new or updated" triggers.
• Searching relies on Microsoft Search. New Workbook, Search Workbooks and the Workbook picker use the drive's search, most relevant first. A newly uploaded file can take a few minutes to appear, and in a very large drive a new workbook can be missed.
• Existing Excel triggers. Triggers now need a Drive. A workflow that already uses the Worksheet Rows Changed trigger keeps running; pick the Drive the next time you edit that trigger.
• Throttling. Microsoft throttles bursts of writes to the same workbook. Throttled calls are retried automatically; avoid running several workflows that write to one workbook at the same moment.
• Only .xlsx. Older .xls files are not supported by the Excel API.