Automate TidyCal Booking Details in Microsoft Excel Using Pabbly Connect

Learn how to automate the addition of TidyCal booking details into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for TidyCal and Microsoft Excel Integration

To add TidyCal booking details into Microsoft Excel, you will first need to access Pabbly Connect. This powerful automation platform allows you to connect various applications seamlessly. Start by signing up for a free account on the Pabbly Connect landing page, where you can also find free automation tasks to test your integrations.

Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. You can name your workflow something like ‘TidyCal to Microsoft Excel’. After naming your workflow, click on the ‘Create’ button to proceed to the workflow setup page.

2. Configuring TidyCal as the Trigger Application in Pabbly Connect

In this step, you will set up TidyCal as the trigger application within Pabbly Connect. To do this, search for TidyCal in the trigger application section and select it. Choose the ‘New Booking’ event as your trigger event, which will initiate the workflow whenever a new booking is made.

• Select TidyCal as the trigger application.
• Choose the ‘New Booking’ event.
• Click on ‘Connect’ and set up a new connection with TidyCal.

After connecting, you will need to test the connection by clicking on ‘Save and Send Test Request’. This action captures the details of the most recent booking made through your TidyCal booking page, which will be used in the subsequent steps.

3. Extracting Booking Details from TidyCal

Once the connection is established, Pabbly Connect will fetch the details of the latest booking. You will see various fields such as the booking date, time, customer name, email, and booking description. Ensure that these details are correctly captured as they will be mapped to your Microsoft Excel spreadsheet later.

For example, you will receive data like:

• Booking date and time in UTC format.
• Customer’s name and email address.
• Booking description.

This data will be essential for the next step where you format the date and time for your Excel sheet.

4. Formatting Date and Time Before Sending to Excel

In this section, you will format the date and time received from TidyCal using the Date Time Formatter feature in Pabbly Connect. This step is crucial because the booking details are in UTC format, and you need to convert them to your local time zone.

To format the date and time, follow these steps:

Select ‘Date Time Formatter’ as the action application. Choose ‘Format Date with Time Zone’ as the action event. Map the date received from TidyCal to the input field.

After setting up the formatting options, click on ‘Save and Send Test Request’ to ensure the date and time are correctly converted to your local time zone, such as Asia/Kolkata.

5. Adding Booking Details to Microsoft Excel Using Pabbly Connect

Now that you have formatted the date and time, it’s time to send all the booking details to Microsoft Excel. In this final step, you will set up Microsoft Excel as the action application in Pabbly Connect.

To do this, follow these steps:

Search for Microsoft Excel and select it as the action application. Choose ‘Add Row to Worksheet’ as the action event. Connect to your Microsoft Excel account.

After connecting, select the workbook and worksheet where you want to store the booking details. Map the fields from the previous steps to the corresponding columns in your Excel sheet. Finally, click on ‘Save and Send Test Request’ to ensure the data is correctly added to your Excel spreadsheet.

Conclusion

By using Pabbly Connect, you can automate the process of adding TidyCal booking details into Microsoft Excel effortlessly. This integration not only saves time but also ensures that your booking data is organized and easily accessible for future reference.