Question

How to create Excel file from template?

  • 17 August 2021
  • 1 reply
  • 328 views

Userlevel 1

Hi all,

 

I’m testing Zapier to connect GoCanvas (form builder app) and Excel online.  The goal is each time a submission is received it will create a new Excel file based on a pre-formatted template with unique file name.

 

So far I’ve successfully achieved creating a new Excel file and unique name, but I can’t figure out how to get any sort of auto formatting or template happening.  The template would have a job summary section at the top where it details client name, address etc which would populate from certain fields and then a table below where inventory items are listed, populating from other fields.

 

Is this something I can do with Zapier, or should I be looking to something like Power Automate in 365 to perform the formatting step?

 

Thanks in advance for reading!


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1 reply

Userlevel 7
Badge +14

Hi @KPetersen 

Make sure to reference the available help article for using Excel in Zaps:https://zapier.com/apps/excel/help

NOTE: Excel files have to be formatted a certain way to work with Zaps.