Connect Microsoft Excel and Personio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
Ready to use Microsoft Excel and Personio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Person Created
Triggers when Person created
Person Updated
Triggers when Person updated.
Person Deleted
Triggers when Person deleted
Employment Created
Triggers when Employment created
Employment Updated
Triggers when Employment updated.
Employment Deleted
Triggers when Employment deleted
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
Create Person
Create a new Person.
Search Person
Search Person based on filters.
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Step by step guides to integrate Microsoft Excel and Personio
Frequently Asked Questions
To start, connect both your Microsoft Excel and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Personio (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Personio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Personio. 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.
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 MoreAbout Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
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