Integrate ClickUp with Microsoft Excel to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ClickUp with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from ClickUp

A trigger is an event that starts your Zap and runs the workflow. For example, with ClickUp, a trigger could be "New Message Posted to Channel."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ClickUp to Microsoft Excel

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ClickUp to Microsoft Excel with a Zapier template.

Our most popular template

Create tasks in ClickUp from updated rows in Microsoft Excel
Details
Try it
Microsoft Excel + ClickUp
Add new rows to Microsoft Excel for new tasks in ClickUp
Details
Try it
ClickUp + Microsoft Excel
Create jira issues from scheduled events
Details
Try it
ClickUp + Microsoft Excel
Add new rows in Microsoft Excel to create tasks in ClickUp
Details
Try it
Microsoft Excel + ClickUp
Create new ClickUp tasks from updated Microsoft Excel rows
Details
Try it
Microsoft Excel + ClickUp
Update ClickUp tasks when Microsoft Excel rows are updated
Details
Try it
Microsoft Excel + ClickUp

Create tasks in ClickUp from updated rows in Microsoft Excel

Details

Try it

Microsoft Excel + ClickUp

Add new rows to Microsoft Excel for new tasks in ClickUp

Details

Try it

ClickUp + Microsoft Excel

Create jira issues from scheduled events

Details

Try it

ClickUp + Microsoft Excel

Add new rows in Microsoft Excel to create tasks in ClickUp

Details

Try it

Microsoft Excel + ClickUp

Create new ClickUp tasks from updated Microsoft Excel rows

Details

Try it

Microsoft Excel + ClickUp

Update ClickUp tasks when Microsoft Excel rows are updated

Details

Try it

Microsoft Excel + ClickUp

Add rows to Microsoft Excel tables for updated tasks in ClickUp
Details
Try it
ClickUp + Microsoft Excel
Create spreadsheets in Microsoft Excel for updated tasks in ClickUp
Details
Try it
ClickUp + Microsoft Excel

Make work flow with AI

Level up your ClickUp to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect ClickUp and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ClickUp and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write

- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write

- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Additional Request Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Connect ClickUp to Microsoft Excel on the world's largest no-code automation platform

Explore ClickUp + Microsoft Excel Integrations

mailchimp

Integrate ClickUp with Microsoft Excel to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from ClickUp

Setup an action from Microsoft Excel

That’s it! You just connected ClickUp to Microsoft Excel

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create tasks in ClickUp from updated rows in Microsoft Excel

Add new rows to Microsoft Excel for new tasks in ClickUp

Create jira issues from scheduled events

Add new rows in Microsoft Excel to create tasks in ClickUp

Create new ClickUp tasks from updated Microsoft Excel rows

Update ClickUp tasks when Microsoft Excel rows are updated

Create tasks in ClickUp from updated rows in Microsoft Excel

Add new rows to Microsoft Excel for new tasks in ClickUp

Create jira issues from scheduled events

Add new rows in Microsoft Excel to create tasks in ClickUp

Create new ClickUp tasks from updated Microsoft Excel rows

Update ClickUp tasks when Microsoft Excel rows are updated

Add rows to Microsoft Excel tables for updated tasks in ClickUp

Create spreadsheets in Microsoft Excel for updated tasks in ClickUp

Make work flow with AI

Connect ClickUp and Microsoft Excel to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect ClickUp and Microsoft Excel to unlock the power of automation

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

5 ways to automate ClickUp with Zapier

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

6 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Connect ClickUp to Microsoft Excel on the world's largest no-code automation platform

Explore ClickUp + Microsoft Excel Integrations

Explore ClickUp + Microsoft Excel Integrations