Microsoft Excel integration
Connect Microsoft Excel with your Softr applications to turn any workbook into a live backend for your no-code app. Capture form submissions, sync member data, power internal dashboards, and keep the spreadsheets your team already relies on up to date — automatically.
Overview
The Softr Microsoft Excel integration lets your workflows read from and write to Excel workbooks stored in your Microsoft 365 account. Add rows when users submit forms, look up data to use in later steps, update rows when statuses change, and clean out stale entries — and start workflows the moment a new row lands in a sheet.
Excel fits naturally into Softr apps wherever your team already works in spreadsheets: request trackers, signup logs, lightweight CRMs, budget sheets, and reports that other departments maintain. Softr keeps the workbook and your app in sync without anyone copying data by hand.
Available Actions
Add row
Append a new row to a worksheet whenever a user submits a form, signs up, or triggers a workflow in your Softr app.
Find row
Look up a single row by a matching value to use its data in the next workflow step.
Find multiple rows
Retrieve several matching rows at once to power lists, reports, and bulk follow-up steps.
Update row
Find a row by a matching value and update its fields when a record changes or a status moves forward.
Update multiple rows
Apply the same update across all matching rows in one step — ideal for bulk status changes.
Delete row
Remove a single row when a request is resolved, a user cancels, or stale data needs to go.
Delete multiple rows
Clear out all matching rows at once to keep your workbook tidy after bulk actions or scheduled clean-ups.
Available Triggers
Row added
Starts a workflow when a new row appears in the worksheet you choose — so entries added directly in Excel can drive actions in Softr and beyond.
Key Benefits
- Your workbook as a backend: Use the Excel files your team already maintains to power dynamic Softr apps — no migration needed.
- Two-way flow: Write app activity into Excel and react in Softr when rows are added on the spreadsheet side.
- No more copy-paste: Form submissions, sign-ups, and record changes land in the right worksheet automatically.
- Bulk-friendly: Update or clean up many rows in one step to keep large sheets manageable without manual work.
Example Use Cases
| Use Case | Description |
|---|---|
| Form submissions to a workbook | Capture every Softr form entry — leads, applications, requests — as a new row in an Excel worksheet. |
| React to rows added in Excel | When a teammate adds a row to a shared workbook, kick off a Softr workflow — notify, create records, or follow up. |
| Member portal backed by Excel | Keep a client or member list in Excel and update the matching row whenever users edit their details in your app. |
| Status tracking | When a record moves forward in your Softr admin dashboard, update the corresponding row so reports stay current. |
| Scheduled clean-ups | Run a recurring workflow that finds and deletes expired or resolved rows to keep the sheet lean. |
How to Connect Softr with Microsoft Excel
- Open your Softr app and go to Workflows.
- Create a new workflow and add a Microsoft Excel action (or the Row added trigger).
- Click Connect Microsoft Excel and sign in with your Microsoft account.
- Authorize Softr to access the workbooks you want to use in your workflows.
- Pick the workbook and worksheet you want to read from or write to.
- Map fields from your Softr forms, records, or previous workflow steps to the columns in your sheet.
- Save and activate your workflow.