Microsoft Excel + Meisterplan

Create Meisterplan projects from new rows in Microsoft Excel

A new entry in your Excel spreadsheet means a new initiative for your project portfolio. Set up this integration and we'll help you tackle new initiatives as they come in. Whenever you add a row to your Excel spreadsheet, Zapier will create a new project for it in Meisterplan. This lets you decide whether it fits your corporate strategy and should be added to your project portfolio.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Project
Adds a new project to Meisterplan.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
New Activity on Project
Triggers when there are activities on a specific project in your Meisterplan system.
Trigger
Instant
Try It

- ScenarioRequired
Action
Write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
- NameRequired
- StatusRequired
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Completed Effort in Hours
- Assigned Resource/Role
- Assigned Resource Type
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- StartRequired
- FinishRequired
- Allocation UnitRequired
- AllocationRequired
Action
Write
- ResourceRequired
- Resource Key
- Name
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- RoleRequired
- Name
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Write
- EmailRequired
Action
Search
- ScenarioRequired
- Project KeyRequired
Action
Search
- NameRequired
Action
Search
- ScenarioRequired
- NameRequired
Action
Search or write
- NameRequired
- Resource Manager ID
- Cost Type
- Cost Per Hour
Action
Search or write
- Resource KeyRequired
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- ScenarioRequired
- ProjectRequired
- Tool KeyRequired
- External View URL
Action
Write
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Email
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Write
- ResourceRequired
- StartRequired
- FinishRequired
- CapacityRequired
Action
Write
- ScenarioRequired
- ProjectRequired
- Resource/RoleRequired
- Resource TypeRequired
- Booking DateRequired
- Allocation (hours)Required
- Booking ModeRequired
- Cost Type
- Cost Per Hour
Action
Write
- ScenarioRequired
- ProjectRequired
Action
Write
- ResourceRequired
- Start DateRequired
- Finish DateRequired
- DurationRequired
Action
Write
- ScenarioRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
- Resource KeyRequired
Action
Search
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
Action
Search
- EmailRequired
- Resource Key
- Last NameRequired
- First Name
- Resource Manager ID
- Start Date
- Termination Date
- City
- Country
- Postal Code
- External Resource
- Cost Per Hour
Action
Search or write
- ScenarioRequired
- Project KeyRequired
Action
Search or write
- ScenarioRequired
- ProjectRequired
- Task KeyRequired
- NameRequired
- StatusRequired
- External View URL
- Rank
- Start Date
- Due Date
- Remaining Effort in Hours
- Completed Effort in Hours
- Assigned Resource/Role
- Assigned Resource Type
Action
Search or write

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.

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