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Question

Trouble connecting Excel to SharePoint for Zapier integration

  • January 9, 2026
  • 3 replies
  • 14 views
A

Have trouble I am able to drill down in Sharepoint to the correct folder but when I click to add the workbook it isn’t showing any options.  Is there a way to fix this.  I have a zap already set up for a different excel workbook in the same folder and it is running perfectly but it doesn’t even show up a an option in the new zap 

3 replies

Sparsh from Automation Jinn
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Hey ​@AM76,

Please post screenshots of Data In, Data Out as well as how each Zap step is configured for us to have more context.

https://zapier.com/partnerdirectory/automation-jinn | Zapier Silver Solution Partner| Automationjinn.com
Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • January 9, 2026

Hi ​@AM76 

Help links for using SharePoint in Zaps: https://zapier.com/apps/sharepoint/integrations#help

 

If you know the SharePoint Folder ID, you can try using the [...] field button to switch to “Custom” mode, then set a static value.

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • January 28, 2026

Hi there ​@AM76 👋

Did you have any luck with Troy’s suggestion of using the Custom option to select the folder manually?

Let us know if that did the trick, or whether you could do with some more help 🙂

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