Workflow Excel

Status: Closed · Asked by Neil Peek on · 0 views

Neil Peek — Question ·
I am trying to make a Workflow for Excel using OneDrive.

Every time I try to make the workflow and connect Excel it is looking at a file option in the shared part of Onedrive But I am unable to direct paddlyh to the file i need toi use. 


Pabbly Support — Reply ·

Hello Neil,

Thanks for reaching out.

When using Microsoft Excel via OneDrive in Pabbly Connect, please make sure the following are in place so the correct file can be selected:

1. Your Excel file must be stored in OneDrive (files stored only on a local PC will not work).
2. Open the Excel file and format your data range as a Table (select the data, then Insert, then Table). This step is required because Pabbly Connect reads and writes through Excel tables.
3. In your workflow, select the Microsoft Excel application, connect your Microsoft/Outlook account, then choose the workbook, worksheet, and table.

Please also note that the OneDrive/Excel integration does not currently support targeting a specific folder or subdirectory. The connection returns all files available in the connected Microsoft account, so you cannot scope it to a particular subfolder. As a workaround, you can use unique file names or filter steps to identify the correct file, and match by file name rather than by folder location.

If the file still does not appear after these steps, try creating a fresh Microsoft Excel connection and re-authorizing it, then re-select the workbook. If the issue persists, please share your Workflow URL so we can investigate further.

Thanks & Regards,

Adeel Akhtar
🌐 Pabbly.com

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