Microsoft Excel

Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, macOS, Android and iOS. Some features include calculation, graphing tools, and pivot tables. You can also use it to store and organize many data sets and make sense of your data. For more information on Microsoft Excel, see the company website.

In the context of Nintex Automation Cloud, Microsoft Excel is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events.. The Microsoft Excel connector is used to create connections for Microsoft Excel actions. Use Microsoft Excel actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to insert data into a table, delete a row, and retrieve table rows and columns.

Create a Microsoft Excel connection

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Microsoft Excel account requirements

• Nintex Automation Cloud uses the Nintex Automation Cloud - Microsoft Excel Connector to create Microsoft Excel connections. This connection requires you to grant permissions to read and write all file data.