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Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.
Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.monday.com Integrations
It's easy to connect Microsoft Excel + monday.com without coding knowledge. Start creating your own business flow.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new item is created on all boards.
Adds a new row to the end of a specific table.
Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, Mac OS, iOS and Android. It features calculation, graphing tops, pivot tables, and a macro programming language called Visual Basic for Applications. It has been a very successful product and is the most widely used software in the world for data analysis and business information processing.
monday.com is a productivity suite for small businesses that allows users to track projects, manage team communication, and automate customer support. It includes project management software, time tracking software, task management software, and CRM software. monday’s user interface is based on the project management methodpogy called Scrum. This methodpogy provides the foundation for monday’s task board, which helps users manage tasks across multiple projects.
Integration of Microsoft Excel and monday.com
Excel can be integrated with monday.com by using monday.com’s API and spreadsheet add-ins. When integrating an external application with monday.com’s API, a user creates a connection that is associated with an organization and a project. The connection is made when the user invokes the Connect function. The integration procedure is as fplows:
The user creates a connection in monday.com by using the Connect function. The user fills out a form to create a new connection and selects Microsoft Excel on the “External Application” tab of the “Edit” page of the settings menu.
The user launches Microsoft Excel and clicks “Options” on the “File” menu to open the options menu.
The user selects “Add-Ins” from the options menu to open the Add-Ins dialog box.
The user clicks “Browse” to open the Browse dialog box.
The user selects “Browse for more add-ins…” from the Browse dialog box to open the Add-In Manager dialog box, then clicks “Go” to open the Add-In Catalog dialog box.
The user selects “Add-Ins available from other applications” from the Add-In Catalog dialog box and clicks OK to open the Select an Add-in dialog box.
The user selects “Library Files (*.xll)” from the “Files of Type” drop-down list on the Select an Add-in dialog box and clicks OK to open the Choose Library File dialog box.
The user selects “Accelerator for Google Docs – v4.3 (built Dec 25, 2015)” from the Choose Library File dialog box and clicks OK to close it, then OK again to close the Add-In Manager dialog box.
The user opens a document in Microsoft Excel by clicking “Open” on the “File” menu, then clicks “OK” on the warning message that appears to confirm that Microsoft Excel should be able to launch other applications from within Microsoft Excel.
The user clicks the “Connect” button on the top right of the monday screen in monday.com to connect to monday through Microsoft Excel or clicks “Connect via API” in the upper left corner of the screen to use monday’s API directly in Microsoft Excel. As a result, Microsoft Excel displays a warning message asking whether or not to allow access to other applications through this add-in. The user clicks “Yes” to confirm that monday should be able to open documents in Microsoft Excel through this add-in. As a result, Microsoft Excel connects successfully with monday through this add-in and opens a new sheet in Microsoft Excel that shows all project names as links. Clicking one of these links opens up a new window with all of that project's information in monday.com, allowing users to quickly access information about each project while working in Microsoft Excel. The spreadsheet add-in also allows users to configure their account information in monday.com without leaving Microsoft Excel, including creating accounts, adding users, setting default permissions, and enabling project templates.
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