How to Add WordPress Post Details to MS Excel Automatically Using Pabbly Connect

Learn how to automate adding WordPress post details to MS Excel automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WordPress to Excel Integration

To add WordPress post details to MS Excel automatically, you will begin by accessing Pabbly Connect. Start by signing into your Pabbly account using your Google credentials or any available method. Once logged in, click on the ‘Access Now’ button to reach the dashboard.

Next, create a new workflow by clicking the blue ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Post Details to Excel When a Post is Created in WordPress’ and click on ‘Create’. This will set up the foundation for your integration process.

2. Configuring the WordPress Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow in Pabbly Connect. Select WordPress as your trigger application, and set the event to ‘New Post Published’. This means that every time a new post is published in WordPress, Pabbly Connect will activate the automation.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your WordPress account to Pabbly Connect. To proceed, you will need to install the WP Webhooks plugin in your WordPress dashboard. Follow these steps:

• Go to the ‘Plugins’ section in WordPress.
• Click on ‘Add New’ and search for ‘WP Webhooks’.
• Install and activate the plugin.

Once activated, navigate to the WP Webhooks settings and choose ‘Send Data’. Here, you will configure the webhook to send data when a post is created. This setup ensures that Pabbly Connect receives the necessary data from WordPress.

3. Creating a Webhook URL in WordPress

To create the webhook URL for your Pabbly Connect integration, select the option to add a new webhook under the WP Webhooks settings. Assign a name to your webhook, such as ‘Excel Record’, and paste the webhook URL provided by Pabbly Connect. This step is crucial as it establishes the connection between WordPress and Pabbly Connect.

After adding the webhook, you need to specify the trigger settings. Click on the three dots next to your newly created webhook and set the trigger to ‘Post Published’. This configuration ensures that every time a post is published, the relevant data will be sent to Pabbly Connect for processing.

4. Setting Up the Excel Action in Pabbly Connect

Now that you have configured the WordPress trigger, it’s time to set up the action in Pabbly Connect. Choose Microsoft Excel as your action application and select the action event ‘Add Row to Worksheet’. This action will enable Pabbly Connect to add a new row in your Excel sheet whenever a new post is published.

Connect your Microsoft Excel account by clicking on ‘Add New Connection’. Pabbly Connect will automatically detect your account, and you will need to grant it access. After successful authorization, select the workbook where you want to store the post details. In this case, choose the workbook titled ‘WordPress Record’.

• Map the fields in Excel to the data received from WordPress.
• Ensure you include columns for title, post link, and date.

This mapping process allows Pabbly Connect to populate your Excel sheet with the correct information from WordPress, ensuring all details are logged accurately.

5. Testing and Finalizing the Integration

After setting up the mapping in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to check if the data flows correctly from WordPress to Excel. If successful, you will see the post title, link, and date appear in your Excel worksheet.

To confirm everything is working, refresh your Excel sheet. You should see the new row added with the details of the post you just published. This indicates that your automation is functioning as intended. If there are any errors, you can adjust the mapping or settings accordingly.

Once confirmed, your workflow is complete! You can now automatically add WordPress post details to your Excel workbook using Pabbly Connect, streamlining your data management process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding WordPress post details to MS Excel. By following these steps, you can ensure that every new post is logged efficiently, enhancing your workflow and data management capabilities.