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Possible to create Excel spreadsheet from template?

  • 13 February 2022
  • 3 replies
  • 274 views

Userlevel 1

It would be awesome to have zapier create an excel sheet from a template so validation and formatting carries over.

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Best answer by Troy Tessalone 13 February 2022, 17:26

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Userlevel 7
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@AtomicVentures 

Please post screenshots with how each of your Zap steps are configured, thanks.

Userlevel 1

I'm really close to getting that to work it seems however when i go back to drive to open it, i get an error saying “This workbook couldn't be opened because the file format may not be matching with the file extension.” even though i have it set to save as the same type of file extension.

 

Nevermind got it! For some reason when I set it up it was Pulling just the excel files name into a .csv i needed to check the file(Exists but not shown) box. Thanks for your help @Troy Tessalone 

Userlevel 7
Badge +14

Hi @AtomicVentures 

Try this…

  1. Trigger: ???
  2. Action: OneDrive - Find File
  3. Action: OneDrive - Upload File (map File from Step 2)