Requirements
Before you set up the credential, make sure you have an active Microsoft Excel account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your Microsoft Excel credentials
Microsoft Excel - Secondary
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Microsoft - TenantselectRequired
Go to
[1]https://entra.microsoft.comand copy your tennat ID or select any of the following` - Microsoft - Client IDtextRequired
Go to the Microsoft Entra admin center → Entra ID → App registrations and select New registration. → enter a description and expiration → Add, then immediately copy your Client ID
[1] - Microsoft - Client SecretpasswordRequired
Copy you client Secret from the previously created app
[1] - Excel Sheet IDtextRequired
Open your Excel workbook in your browser. In the address bar, locate the 'docId' parameter in the URL (for example, 'docId=123456789'). Copy and paste the value after 'docId=' into this field.
[1]
Microsoft Excel - Primary
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Microsoft - TenantselectRequired
Go to
[1]https://entra.microsoft.comand copy your tennat ID or select any of the following` - Microsoft - Client IDtextRequired
Register your application in the Microsoft Entra admin center, then copy the Application (client) ID from the app's Overview page
[1] - Microsoft - Client SecretpasswordRequired
In your app registration, go to Certificates & secrets → Client secrets, create a new client secret, and copy its value immediately after it's generated.
[1] - Excel Sheet IDtextRequired
Open your Excel workbook in your browser. In the address bar, locate the 'docId' parameter in the URL (for example, 'docId=123456789'). Copy and paste the value after 'docId=' into this field.
[1] - Email or User IDtextRequired
Go to Microsoft Entra admin center → Users → select the user → Overview, then copy the Object ID, or enter The email of the user.
[1]
Connect Microsoft Excel in WEXTL
- Log in to your WEXTL account, add the Microsoft Excel node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Microsoft Excel account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Microsoft Excel node modules
The list below is a reference of every Microsoft Excel node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Microsoft Excel node module below opens to reveal its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
Table ID or NameRequired | choice |
No fields documented.
| Field | Type |
|---|---|
Table ID or NameRequired | choice |
| Field | Type |
|---|---|
Table ID or NameRequired | choice |
| Field | Type |
|---|---|
Table ID or NameRequired | choice |
| Field | Type |
|---|---|
ID or NameRequired | choice |
No fields documented.
Templates
Look for Microsoft Excel templates in the WEXTL template library.
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References
- WEXTL® Microsoft Excel Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Microsoft Excel.
- WEXTL® visual workflow builder data.
Last updated: Aug 15, 2026 01:41