Microsoft Excel 365 consultants

Q: Can I read and write to Excel files stored on SharePoint?

Yes. The Excel 365 integration works with workbooks stored on both OneDrive and SharePoint. You authenticate through Microsoft's OAuth flow, which grants access to files across your Microsoft 365 environment.

Q: Does the integration work with desktop Excel files or only cloud versions?

The API integration requires workbooks stored in OneDrive or SharePoint. Local desktop files need to be uploaded to the cloud first. Once stored online, they remain fully editable in both the desktop app and browser.

Q: How do I handle Excel files with multiple sheets?

You specify the worksheet name when configuring each node. A single workflow can read from one sheet and write to another, or process multiple sheets in sequence using loop nodes.

Q: Can automations create new Excel workbooks or only modify existing ones?

The integration supports both creating new workbooks and modifying existing ones. You can also add new worksheets to existing workbooks and create formatted tables within sheets.

Q: What happens if someone is editing the spreadsheet while an automation runs?

Excel 365 handles concurrent access through its cloud collaboration features. The API writes will merge with manual edits. For workflows that modify large ranges, we recommend scheduling runs during off-hours or using dedicated automation workbooks.

Q: Is there a row limit for reading or writing data through the API?

The Microsoft Graph API processes requests in batches. For large datasets exceeding thousands of rows, we configure pagination and batch processing to handle the data reliably without hitting API throttling limits.

We can help you automate your business with Microsoft Excel 365 and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Microsoft Excel 365.

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About Microsoft Excel 365

Microsoft Excel 365 is a cloud-based spreadsheet platform that connects to automation workflows through its REST API. As an integration node, it allows workflows to read, write, update, and delete rows in Excel workbooks stored on OneDrive or SharePoint, turning your spreadsheets into live data sources rather than static files that sit untouched between manual updates.

Finance teams, operations managers, and analysts who rely on Excel for reporting, tracking, and data collection use this integration to stop manual data entry. Instead of downloading reports, updating cells by hand, and re-uploading files every week, the data moves automatically between Excel and your other business systems on whatever schedule you define.

Osher builds Excel 365 integrations that connect your existing spreadsheets to CRMs, accounting platforms, project management tools, and internal databases. Our automated data processing workflows pull data from Excel for transformation, push processed results back into formatted workbooks, and keep shared spreadsheets synchronised across your entire organisation without anyone opening a file to copy and paste values manually.

Microsoft Excel 365 FAQs

Frequently Asked Questions

Common questions about how Microsoft Excel 365 consultants can help with integration and implementation

Can I read and write to Excel files stored on SharePoint?

Does the integration work with desktop Excel files or only cloud versions?

How do I handle Excel files with multiple sheets?

Can automations create new Excel workbooks or only modify existing ones?

What happens if someone is editing the spreadsheet while an automation runs?

Is there a row limit for reading or writing data through the API?

How it works

We work hand-in-hand with you to implement Microsoft Excel 365

As Microsoft Excel 365 consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Microsoft Excel 365 with integrate and automate 800+ tools.

Step 1

Connect Your Microsoft 365 Account

Authenticate with your Microsoft 365 credentials using OAuth. This grants the automation platform permission to access Excel workbooks stored in your OneDrive or SharePoint environment.

Step 2

Select the Target Workbook and Worksheet

Browse your connected OneDrive or SharePoint to locate the Excel file. Select the specific worksheet within the workbook that your workflow needs to read from or write to.

Step 3

Define Your Data Operation

Choose whether to read rows, append new rows, update existing rows, or delete rows. For read operations, you can filter by column values to pull only the data you need.

Step 4

Map Data Fields

Match column headers in your Excel sheet to the data fields coming from other nodes in your workflow. Ensure data types align, particularly for dates, currencies, and numeric values.

Step 5

Add Data Validation and Error Handling

Configure checks for missing or malformed data before writing to Excel. Add error handling nodes to catch API failures, authentication timeouts, or file access issues.

Step 6

Test with Sample Data

Run the workflow with a small batch of real data. Verify that rows appear correctly in Excel with proper formatting, then scale up to full production volumes.

Transform your business with Microsoft Excel 365

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Microsoft Excel 365 consultation.

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