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Answer

Excel to Zoom - How To Access Excel Data and Automatically Create Zoom Webinar Registrants

  • November 6, 2024
  • 5 replies
  • 86 views
RonGerber
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I have an excel file stored on my onedrive account, with three columns: First Name, Last Name, Email Address. There are about 200 rows with data. I have correctly linked my onedrive account with my zapier account, which can pull up this excel.

I want to create a Zap, that will automatically register these people for a Zoom webinar, that is also correctly linked with my zapier account. FYI I have other Zaps, that work fine, that take Memberspace data (first name, last name and email) and correctly create a Webinar registrant. I now want to do the same with Excel data.

The webinar has these same three required fields.

BUT AS YOU CAN SEE IN THIS IMAGE, I DON’T KNOW HOW TO CREATE THE ZAP, THAT WILL PULL UP THE ROW DATA FROM EXCEL AND CREATE THE WEBINAR REGISTRANT.

Any and all help is greatly appreciated.

Best answer by RonGerber

I was able to make it work with a Google Worksheet so I am good. 

 

Thanks!

1 Attachments
RJG
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • November 7, 2024

Hi there @RonGerber,

Microsoft Excel spreadsheets requires a very specific setup in Zapier for you to be able to pull the data on the spreadsheet. You can learn more about that here: https://help.zapier.com/hc/en-us/articles/8496044256909-How-to-Setup-Your-Microsoft-Excel-sheet-to-Work-With-Zapier

Could you please confirm if your Microsoft Excel spreadsheet is setup correctly?

I'll be keeping an eye out for your response!

RonGerber
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  • RonGerberBeginner
  • Author
  • Beginner
  • November 7, 2024

Thanks Ken. I did all that but I can’t get the zap to read the rows/data in the spreadsheet. I initially set up a spreadsheet with just the column headers and one row of data, to make sure it worked. Then I stopped the zap, adding more data, then turned on the zap again but nothing happened. Any ideas?

RJG
ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • November 8, 2024

Hi @RonGerber,

Thanks for the update here.

Could you please send a screenshot of the trigger sample data of your Microsoft Excel step? This will help me determine why the Zap is not pulling the data in your spreadsheet.

Please don't include personal information in the screenshot, or be sure blur out a part any personal information.

I'll be keeping an eye out for your response!

RonGerber
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  • RonGerberBeginner
  • Author
  • Beginner
  • Answer
  • November 8, 2024

I was able to make it work with a Google Worksheet so I am good. 

 

Thanks!

RJG
ken.a
ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • November 14, 2024

Thanks for looping back with an update here @RonGerber!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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