Sync Email Data to Microsoft Excel Online
Automatically append parsed email records to your Excel workbooks stored in OneDrive or SharePoint. Keep your financial and operational data up to date without lifting a finger.
Why use AerisL with Microsoft Excel Online?
OAuth - No API key needed.
Supports .xlsx workbooks in OneDrive and SharePoint.
Secure connection without sharing passwords.
Updates in real-time as emails arrive.
How to set up the Microsoft Excel Online integration
Up and running in less than 5 minutes.
Open your inbox → Integrations tab
Navigate to any inbox in AerisL and click the Integrations tab.
Click Connect on the Excel Online card
Click Connect. You'll be taken to the Microsoft sign-in page.
Grant permission
Microsoft will ask for permission to read and write files. Click Accept. You'll be redirected back to AerisL.
Click Configure - pick your workbook and worksheet
Click Configure on the Excel card. Choose your workbook from the dropdown, then select which worksheet to write to.
Select fields and save
Toggle which fields to sync, then click Save configuration. Data will start flowing on the next parsed email.
Ready to automate Microsoft Excel Online?
Join hundreds of companies saving hours every week.