How to Upload a File in Google Drive from MS Excel Using Pabbly Connect

Learn to upload files from MS Excel to Google Drive automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To upload files from MS Excel to Google Drive, the first step is to set up Pabbly Connect. Access the landing page of Pabbly Connect and sign up for a free account. This will allow you to test your automation tasks efficiently.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘MS Excel to Google Drive Automation’. After naming, click on the ‘Create’ button to proceed with the integration setup.

2. Choosing Microsoft Excel as the Trigger Application

In this integration, you will use Pabbly Connect to set Microsoft Excel as the trigger application. This means that whenever a new row is added to your Excel sheet, it will trigger the workflow to upload files automatically to Google Drive.

• Select Microsoft Excel from the ‘Choose App’ field.
• Choose the trigger event as ‘New Row Added’.
• Click on the ‘Connect’ button to establish the connection.

After connecting, you will be prompted to log in to your Microsoft account to grant access. Once connected, select the workbook and sheet where your file details are stored. This allows Pabbly Connect to fetch the necessary data from your Excel sheet.

3. Setting Google Drive as the Action Application

The next step is to set Google Drive as the action application in your Pabbly Connect workflow. This means that once a new row is detected in Excel, the specified file will be uploaded to Google Drive.

To do this, select Google Drive from the action application options, and choose the action event as ‘Upload a File’. You will then need to connect to your Google Drive account by clicking on the ‘Connect’ button and providing the necessary permissions.

• Enter the file URL from your Excel sheet.
• Specify the folder ID where the file should be uploaded.
• Ensure the file name includes the correct file extension.

After entering all necessary details, click on ‘Save and Send Test Request’ to test the integration. This allows Pabbly Connect to upload a test file to your Google Drive, verifying that everything is set up correctly.

4. Formatting the File Name and Extension

When uploading files, it’s essential to format the file name correctly. In this step, Pabbly Connect allows you to split the file name and format from the URL. This ensures that the file is uploaded with the correct name and extension.

To achieve this, add a new action step in Pabbly Connect using the Text Formatter feature. Choose the action event as ‘Split Text’. Map the file URL received from the previous step, and use a dot (.) as the separator to extract the file format.

Select the last segment as the output to retrieve the file format. Map the file name and format in the Google Drive upload step.

This process ensures that when a new file link is added to your Excel sheet, Pabbly Connect will automatically update the file name and format for uploading.

5. Finalizing Your Pabbly Connect Integration

To finalize the integration, review all the mapped fields in Pabbly Connect to ensure accuracy. You should have the file URL, folder ID, and formatted file name ready for the upload action.

After confirming everything is set up correctly, click on ‘Save and Send Test Request’ again to execute the integration. This will upload a test file to your specified Google Drive folder, demonstrating that the automation works as intended.

Once the test is successful, your integration is complete. From now on, whenever you add a new file link to your Excel sheet, Pabbly Connect will automatically upload it to Google Drive without any manual intervention.

Conclusion

This tutorial has demonstrated how to use Pabbly Connect to automate the process of uploading files from MS Excel to Google Drive. By following these steps, you can streamline your workflow and save time on manual uploads. With Pabbly Connect, the integration process is efficient and user-friendly, allowing you to focus on more important tasks.