Integrations Microsoft Excel ProjectManager
Microsoft Excel + ProjectManager

Connect Microsoft Excel and ProjectManager to Build Intelligent Automations

Choose a Trigger

Microsoft Excel

When this happens...

Choose an Action

ProjectManager

Automatically do this!

Ready to use Microsoft Excel and ProjectManager automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggered when a new user is added to your account

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

New Timesheet Entry

New Timesheet Entry

Triggered when a new timesheet entry is created

Request a new Trigger for Microsoft Excel

Do thisActions

Action is the task that follows automatically within your Microsoft Excel integrations.

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Add Row to Table

Add Row to Table

Add Row to the End of Specific Table

Update Row

Update Row

Update Row

Create Project

Create Project

Creates a new project

Create Task

Create Task

Create a new Task within a specific project.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Step by step guides to integrate Microsoft Excel and ProjectManager

Frequently Asked Questions

How do I start an integration between Microsoft Excel and ProjectManager?

To start, connect both your Microsoft Excel and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in ProjectManager (or vice versa).

Can we customize how data from Microsoft Excel is recorded in ProjectManager?

Absolutely. You can customize how Microsoft Excel data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Excel and ProjectManager?

The data sync between Microsoft Excel and ProjectManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Excel to ProjectManager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Excel and ProjectManager?

Yes, you can set conditional logic to control the flow of data between Microsoft Excel and ProjectManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Excel

About Microsoft Excel

Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns

Learn More
ProjectManager

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

Learn More