The Excel Integration for Alchemer Workflow is available for purchase as an add-on. If you are interested in purchasing, please contact us for more information.
With the Alchemer Excel integration you can easily:
- Push workflow data from Alchemer into a Excel Worksheet.
- Update an Excel worksheet with data from Alchemer Workflow
- Get data from Excel for use in Alchemer Workflow
Adding a Excel Step to your Workflow
1. Create a Workflow in Alchemer and select your initiator.
For more information on building Workflows in Alchemer refer to the following documentation:
2. When you are ready to add the Microsoft 365 step to your Workflow, drag the Microsoft 365 step from the Step Library under Connections.
3. Click the pencil icon to configure your Excel integration step. 
4. Select the action you would like to perform:
- Excel: Push data to a worksheet. Jump to section.
- Excel: Update data in a worksheet. Jump to section.
- Excel: Get data from a worksheet. Jump to section.
Excel | Push data from Excel
You will need:
- Your Office 365 login information
- Fields in this workflow that contain the data you want to use to insert data into your worksheet.
1. Select "Excel | Push Data to Excel" as your action. 
2. Click "Next" on the integration overview screen. 
3. Authenticate with your Office 365 account. Click add a new account.
4. Name your new authentication and click "create".
5. In the sign-in window that appears input your Microsoft 365 credentials. Once complete, return to the setup wizard in Alchemer.
After signing in you will need to grant Alchemer (Tray.io) access to Microsoft 365.
You will need the following permissions:
6. Choose the Excel workbook that you would like to use to insert data into.
7. Choose the Excel worksheet that you would like to use to insert data into.
8. Select the fields in this workflow that contain the values you want to use to add a new row in Excel
9. Click "Save" to complete integration setup.
Now what / Where is my data?
All of the information from this integration is now available in this workflow and all surveys in this workflow. You can use them to:
- Add Merge Codes to Email or Survey Invite steps.
- Use with Logic in the workflow.
- Use to personalize the survey in the workflow.
Excel | Update data from Excel
You will need:
- Your Office 365 login information
- Fields in this survey that contain information used to find the Excel row
- Fields in this workflow used to add data to an existing Excel row
1. Select "Excel | Update data in Excel"
2. Click "Next" on the integration overview screen. 
3. Authenticate with your Office 365 account. Click add a new account.
4. Name your new authentication and click "create".
5. In the sign-in window that appears input your Microsoft 365 credentials. Once complete, return to the setup wizard in Alchemer.
After signing in you will need to grant Alchemer (Tray.io) access to Microsoft 365.
You will need the following permissions:
6.Choose the Excel workbook that you would like to use to insert data into.
7. Choose the Excel worksheet that you would like to use to insert data into.
8. Choose the fields in your workflow that you would like to use to find the specific Excel row to use for the update. Then choose the data type of the column you select for the input
This will update the first match found.
Choose a unique field to query on as this only supports a single field
9. Choose the fields in this workflow that you would like to use to update a row in your Excel worksheet.
10. Click "Save" to complete integration setup.
Now what / Where is my data?
All of the information from this integration is now available in this workflow and all surveys in this workflow. You can use them to:
- Add Merge Codes to Email or Survey Invite steps.
- Use with Logic in the workflow.
- Use to personalize the survey in the workflow.
Excel | Get data to Excel
You will need:
- Your Office 365 login information
- Fields in this workflow that contain information to use to find the Excel row
1. Select "Excel | Get data to Excel"
2. Click "Next" on the integration overview screen. 
3. Authenticate with your Office 365 account. Click add a new account.
4. Name your new authentication and click "create".
5. In the sign-in window that appears input your Microsoft 365 credentials. Once complete, return to the setup wizard in Alchemer.
After signing in you will need to grant Alchemer (Tray.io) access to Microsoft 365.
You will need the following permissions:
6. Choose the Excel workbook that you would like to pull data from.
7. Select the worksheet that you would like to pull data from.
8. Choose the fields in your workflow that you would like to use to find the specific Excel row to use for the update. Then choose the data type of the column you select for the input
This will update the first match found.
Choose a unique field to query on as this only supports a single field
9. Click "Save" to complete integration setup.
Now what / Where is my data?
All of the information from this integration is now available in this workflow and all surveys in this workflow. You can use them to:
- Add Merge Codes to Email or Survey Invite steps.
- Use with Logic in the workflow.
- Use to personalize the survey in the workflow.
FAQs
1. The Integration Manager Permission is required to set-up and use the Excel integration.
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
