Excel

Microsoft Excel (opens new window) is a spreadsheet software program, a powerful data visualization and analysis tool.

Workato's Excel connector enables you to read data from Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

SQL TRANSFORMATIONS FOR EXCEL FILE SOURCES

The Excel connector only supports working with files stored in SharePoint and OneDrive. For processing or transforming large-volume Excel files from other sources, such as Google Drive or SFTP, use SQL Transformations.

API version

The Excel connector uses the Excel REST API v1 (opens new window).

How to connect to Excel on Workato

The Excel connector uses OAuth2 for authentication. When prompted, follow the on-screen connection instructions and login to your Microsoft account to connect.

Selecting the permissions for your connection

The following Microsoft Graph API permissions are required for the connector to function and are requested by default.

Permission	Description	Relevant Action/Trigger
Files.Read	Allows the app to read the signed-in user's files.	Get cells, Get rows, List tables, List worksheets and Search workbooks
Files.ReadWrite	Allows the app to read and write to the signed-in user's files.	All actions in Files.Read and Add a table, Add a worksheet, Add rows in batch, Delete row and Update row.
Group.Read.All	Allows the app to read files for all groups the signed-in user can access.	Get cells, Get rows, List tables, List worksheets and Search workbooks
Sites.Read.All	Allows the app to read documents in all SharePoint site collections on behalf of the signed-in user.	Get cells, Get rows, List tables, List worksheets and Search workbooks
Sites.ReadWrite.All	Allows the app to read and write to documents in all SharePoint site collections on behalf of the signed-in user.	All actions in Sites.Read.All and Add a table, Add a worksheet, Add rows in batch, Delete row and Update row.
offline_access	This gives Workato access to resources on your behalf for an extended period of time. On the consent page, this scope appears as the Maintain access to data you have given it access to permission.	This permission is recommended for all actions to preserve the connection's validity.

Connect Microsoft Entra ID to the Excel connector

To connect to the Excel connector using a Microsoft Entra ID account, ensure that all the consent requests are granted by admins.

1

Sign in to your Azure portal and navigate to Enterprise Applications > Activity > Admin consent requests .

2

Approve the necessary consent requests.