Excel Integration

  • Updated on Dec 3, 2025
  • Published on Nov 20, 2025
  • 2 minute(s) read
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The Excel integration allows you to capture submission data in an Excel Table hosted within SharePoint. This integration allows users to store structured submission data within an Online Excel table.

Important Note

This integration is part of the SharePoint add-on. If you do not have this integration enabled for your site, please contact your Account Manager.

Set Up the Integration

To use the Excel integration, you will need to first configure your Entra ID (previously Active Directory) application.

Note:

You must be an Administrator in your SharePoint site to set up the integration.

  1. Open the Entra Website, navigate to App registrations, and click New Registration
    New registration button at the top of the App registrations page.

  2. Give the application a Name, set the supported account type to Single Tenant, and click Register
    Application name field and the supported account types.

  3. Navigate to the Certificate & secrets menu and click New Client Secret
    New client secret button on the Certificates and secrets page.

  4. Give the client secret a Description, Expires date, and click Add
    Description and Expires fields for the Client Secret with the Add button highlighted in the bottom left corner of the pop-up.

  5. Copy the value of the client secret and store it somewhere temporarily. You will need this for step 15.
    Copy to Clipboard button next to the client secret.

    Note:

    The client secret value will not be available after this point.

  6. Navigate to API Permissions and click Add a permission
    Add permission button on the API Permissions tab.

  7. For the permission, select Microsoft Graph
    Microsoft Graph option under the APIs tab.

  8. Choose Application permissions
    Application permissions button on the Microsoft Graph page.

  9. Add Sites.Manage.All and Sites.Read.All and click Add permissions
    API permissions request showing Sites.Manage.All and Sites.Read.All options selected.

  10. Click Grant admin consent for the domain
    Grant admin consent for oneblink.io button.

    Note:

    You will need Entra admin permissions to be able to click this option.

  11. Navigate to the App Overview menu and copy the client ID and tenant ID. You will need these for step 15.
    Application client ID and the Directory tenant ID numbers.

  12. Sign in to your Process Automation and Digital Services site

  13. Navigate to Advanced Tools and select Integrations
    Integrations selected under the Advanced Tools category in the left navigation menu.

  14. Click Setup Integration on the Excel tile
    The Setup Integration button in the bottom right corner of the Excel integration tile.

  15. Enter the Entra Tenant ID, Client ID, and Client Secret you copied from steps 5 and 11
    The Excel integration fields.

  16. Click Save
    The Save button in the bottom right corner of the Excel integration screen.

Set Up the Workflow Event

With the integration set up, you can now use the Excel workflow event. The 'Excel: Add Row to Table' workflow event will allow you to map form submission data into an Excel Table.

  1. Sign in to your site

  2. Navigate to FormsForms menu.

  3. Open the desired form Select form.

  4. Select the Workflow tab Workflow tab.

  5. Add the Excel: Add Row to Table event to the form
    The Excel: Add Row to Table submission event fields.

    • Site: Select which SharePoint Site

    • Drive: Choose the relevant Drive

    • Excel File: Use the file picker to select your Excel file

    • Table: Choose the desired table within your Excel file

    • Mapping: After selecting your table, the platform will pull in all of the columns and allow you to map them.

    • Run Conditionally: This allows you to run the workflow event when specific conditions are met. Learn more about conditional logic.

    • Advanced

      • Retry on failure: Allow the platform to attempt to automatically retry to run the Excel workflow event there are issues on the first attempt.

  6. Click SaveSave button.

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