How to Sync MS Excel Data to Google Sheets in Real-Time Using Pabbly Connect

Learn how to seamlessly integrate MS Excel with Google Sheets in real-time using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync MS Excel data to Google Sheets in real-time, start by accessing Pabbly Connect. Open your web browser and type the URL Pabbly.com/connect to reach the landing page.

On the right-hand side, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign Up for Free’ to create an account, which will take just a couple of minutes. Existing users can simply click on ‘Sign In’.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Click on ‘Create Workflow’ to start your integration process. Name your workflow something descriptive, like ‘MS Excel to Google Sheets Integration’.

Once named, click on ‘Create’. You will be presented with two main options: ‘Trigger’ and ‘Action’. For this integration, your trigger application will be Microsoft Excel, and the action application will be Google Sheets.

3. Setting Up the Trigger with MS Excel

To set up the trigger, select Microsoft Excel from the list of applications. For the trigger event, choose ‘New Row in Worksheet’. This will ensure that every time a new row is added in Excel, it will trigger an action in Google Sheets.

Click on ‘Connect’ to link your Microsoft Excel account with Pabbly Connect. You will need to log in and authorize access. Once connected, select the specific workbook you want to use, for example, ‘Book XLS’.

• Choose your workbook from the dropdown.
• Click on ‘Save and Send Test Request’ to retrieve data from Excel.

After completing these steps, you will see the data retrieved from Excel, including fields like first name, last name, email address, and contact number.

4. Setting Up the Action with Google Sheets

Next, you will set up the action application as Google Sheets. Click on Google Sheets and select the action event ‘Add New Row’. This ensures that every new entry in Excel will correspond to a new row in Google Sheets.

Again, click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. Authorize the connection and select the spreadsheet you want to update, such as ‘New Lead Data’.

• Map the fields from Excel to the corresponding fields in Google Sheets.
• Fill in the first name, last name, email address, and mobile number.

Once you have mapped all the necessary data, click on ‘Save and Send Test Request’. If successful, the new data from Excel will now appear in your Google Sheets.

5. Testing the Integration in Real-Time

With the integration set up, it’s time to test if the data syncs in real-time. Go back to your MS Excel sheet and add a new entry. For example, you could add a name like ‘Demo Name’ along with an email and contact number.

After saving the new entry, refresh your Google Sheets to check if the new data has populated. Note that Pabbly Connect may have a polling time, which means it checks for new data at set intervals, such as every 8 hours.

Once the polling time has elapsed, you should see the new entry reflected in Google Sheets, confirming that the integration is working successfully. This process only needs to be set up once, and data will continue to sync automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to sync MS Excel data to Google Sheets in real-time. By following these steps, you can automate your data management tasks effectively, ensuring that your spreadsheets are always up-to-date.