Connect Microsoft Excel and Procore to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

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

Set up your first integration

Quickly connect Microsoft Excel to Procore with a Zapier template.

Our most popular template

Update rows in Microsoft Excel every time submittals update in Procore
Details
Try it
Procore + Microsoft Excel
Create spreadsheets in Microsoft Excel for new projects in Procore
Details
Try it
Procore + Microsoft Excel
Add rows in Microsoft Excel for new projects in Procore
Details
Try it
Procore + Microsoft Excel
Add new rows to Microsoft Excel when new submittals occur in Procore
Details
Try it
Procore + Microsoft Excel

Update rows in Microsoft Excel every time submittals update in Procore

Details

Try it

Procore + Microsoft Excel

Create spreadsheets in Microsoft Excel for new projects in Procore

Details

Try it

Procore + Microsoft Excel

Add rows in Microsoft Excel for new projects in Procore

Details

Try it

Procore + Microsoft Excel

Add new rows to Microsoft Excel when new submittals occur in Procore

Details

Try it

Procore + Microsoft Excel

How Zapier works

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

Select a trigger from Microsoft Excel

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Excel, a trigger could be "New Row."

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

Setup an action from Procore

An action is what takes place after the automation is triggered. For example, with Procore, the action could be "Create Incident."

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

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

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

Make work flow with AI

Level up your Microsoft Excel to Procore 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.

Frequently Asked Questions about Microsoft Excel + Procore integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Procore

How do I start integrating Microsoft Excel with Procore?

To integrate Microsoft Excel with Procore, you'll need to set up a Zap. Begin by selecting Procore and Excel as the applications and then choose triggers from Procore such as 'New Commitment' or 'New Project.' You can then create actions in Excel like 'Create Row' or 'Update Row.' The integration setup guides you step-by-step through this process.

What types of data can be transferred from Procore to Excel?

We support transferring various data types such as project details, commitment information, and daily logs from Procore to an Excel spreadsheet. You can select specific triggers like 'New Task' or 'Updated Issue' in Procore and map them to corresponding fields in your Excel worksheet.

Can I automate the creation of reports in Excel using data from Procore?

Yes, by setting up triggers such as 'New Expense' or 'Completed Task' in Procore, you can automate the creation of corresponding records in an Excel sheet, allowing for dynamic report generation without manual entry.

Is it possible to update existing Excel spreadsheets with new data from Procore?

Absolutely. By using actions like 'Update Row' in conjunction with triggers such as 'Project Updated' from Procore, you can seamlessly update your current spreadsheets with fresh data without having to manually modify the entries.

How frequently does the integration between Microsoft Excel and Procore update?

The frequency depends on how you've configured the Zap. For instance, you can set real-time triggers for when a task is marked complete in Procore so that it instantly updates your Excel file. Alternatively, scheduled updates can be set at different intervals.

What should I do if my integration between Microsoft Excel and Procore fails?

If an error occurs, first check our troubleshooting guide which covers common issues like authentication errors or incorrect trigger-action mappings. Ensure both applications are authenticated correctly within Zapier and review your setup steps for any discrepancies.

Can I customize which fields are transferred during the integration between Excel and Procore?

Certainly! During setup, you'll have the option to map specific fields from your chosen trigger in Procore to corresponding columns in an Excel spreadsheet. This allows you to transfer only relevant information that suits your needs.

Connect Microsoft Excel and Procore 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.

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.

- 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
- Company
  Required
- Project
  Required
Trigger
Instant
Try It

- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Event_type
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Folder
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- Incident Description
  Required
- Incident Event Date
- Distribution Member IDs
- Is Private?
- Is Recordable?
- Status
  Required
- Is Time Unknown?
- Title
  Required
- Contributing Behavior ID
- Contributing Condition ID
- Hazard ID
- Location ID
Action
Write
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Title
  Required
- Number
- Change_event_status
  Required
- Change_order_change_reason
- Event_scope
  Required
- Event_type
  Required
- Rfi
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Name
  Required
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Mobile_phone
- Fax_number
- Email_address
  Required
- Is_active
- Authorized_bidder
- Prequalified
- Labor_union
- License_number
- Website
- Union_member
- Non_union_prevailing_wage
- Abbreviated_name
- Notes
- Vendor_group_id
- Primary_contact_id
- Origin Id
  Required
- Origin_data
- Origin_code
- Affirmative_action
- Small_business
- African_american_business
- Hispanic_business
- Womens_business
- Historically_underutilized_business
- Sdvo_business
- Certified_business_enterprise
- Asian_american_business
- Native_american_business
- Disadvantaged_business
- Minority_business_enterprise
- Eight_a_business
Action
Write
- Company
  Required
- Project
  Required
- Code
  Required
- Name
  Required
- Position
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent_folder
- File
  Required
- Incident Description
  Required
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Project
  Required
- Drawing_set
  Required
- Drawing_area
  Required
- Drawing
  Required
- Name
  Required
- Drawing_number_contains_revision
- Drawing_date
- Received_date
Action
Write
- Company
  Required
- Project
  Required
- Template
  Required
- Name
  Required
- Number
- Incident Description
  Required
- Inspection_date
- Point_of_contact
- Inspectee
- Personal
- Responsible_contractor
- Spec_section
- Status
  Required
- Trade
  Required
- Inspectors
- Spec_location
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Project
  Required
- Date
- Notes
- Num_workers
- Num_hours
- Contact_id
- User_id
- Cost_code_id
- Location ID
- Trade_id
Action
Write
- Company
  Required
- Name
  Required
- Total_value
- Project_number
- Incident Description
  Required
- Active
  Required
- Address
- City
- State_code
- Zip
- Country_code
- Phone
- Estimated_start_date
- Estimated_completion_date
- Warranty_start_date
- Warranty_end_date
- Flag
- Office
- Public_notes
- Project_stage
- Project_type
- Project_region
- Project_template
- Project_bid_type
- Program
- Square_feet
- Copy_from_standard_cost_code_list
Action
Write
- Company
  Required
- Project
  Required
- Title
  Required
- Vendor
  Required
- Assignee
- Bill_to_address
- Delivery_date
- Incident Description
  Required
- Executed
- Number
- Payment_terms
- Is Private?
- Retainage_percent
- Ship_to_address
- Ship_via
- Status
  Required
Action
Write
- Company
  Required
- Project
  Required
- Number
- Title
  Required
- Actual_delivery_date
- Confirmed_delivery_date
- Cost_code
- Incident Description
  Required
- Design_team_review_time
- Distribution_members
- Due_date
- Internal_review_time
- Issue_date
- Lead_time
- Location
- Is Private?
- Received_date
- Required_on_site_date
- Responsible_contractor
- Revision
- Specification_section
- Status
  Required
- Sub_job
- Submit_by
- Submittal_manager
- Custom_textarea_1
- Custom_textfield_1
- Attachment_id
- Attachment_filename
  Required
- Attachment_url
Action
Write
- Company
  Required
- Project
  Required
- Title
  Required
- Number
- Incident Description
  Required
- Due_date
- Status
  Required
- Is Private?
- Assignee
Action
Write
- Company
  Required
- Project
  Required
- Incident_id
  Required
- Incident Description
  Required
- Status
  Required
- Title
  Required
- Incident Event Date
Action
Write
- Company
  Required
- Project
  Required
- Meeting
  Required
- Overview
  Required
Action
Write
- Company
  Required
- Project
  Required
- Contract_id
  Required
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Incident Description
  Required
- Exclusions
- Executed
- Inclusions
- Number
- Is Private?
- Retainage_percent
- Signed_contract_received_date
- Status
  Required
- Title
  Required
- Vendor_id
Action
Write
- Company
  Required
- Project
  Required
- Incident_id
  Required
Action
Search
- Company
  Required
- Project
  Required
- Project Task ID
  Required
Action
Search
- Company
  Required
- Project
  Required
- Submittal
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
- Column 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
- Company
  Required
- Project
  Required
- Drawing_area
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
Trigger
Instant
Try It
- Company
  Required
- Project
  Required
- First Name
  Required
- Last Name
  Required
- Is Employee
  Required
- Employee Id
  Required
- Active
  Required
- Origin Id
  Required
Action
Write
- Company
  Required
- Project
  Required
- Date
- Incident Description
  Required
- Start_hour
- Start_minute
- End_hour
- End_minute
- Subject_from
- Subject_to
Action
Write
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Email_address
  Required
- Job_title
- Address
- City
- State_code
- Zip
- Country_code
- Business_phone
- Business_phone_extension
- Mobile_phone
- Fax_number
- Email_signature
- Is_active
- Is Employee
  Required
- Employee Id
  Required
- Origin Id
  Required
- Vendor_id
- Notes
- Initials
Action
Write
- Company
  Required
- Project
  Required
- Sub_job
- Standard_cost_code_list
  Required
Action
Write
- Company
  Required
- Project
  Required
- Vendor
  Required
- Trade
  Required
- Date
- Notes
- Apprentice_hours
- Number_of_apprentice_workers
- Foreman_hours
- Number_of_foreman_workers
- Journeyman_hours
- Number_of_journeyman_workers
- Number_of_other_workers
- Other_hours
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Parent
- Is_tracked
- Explicit_permissions
Action
Write
- Company
  Required
- Project
  Required
- Image_name
  Required
- Image_category
  Required
- File
  Required
- Is Private?
- Source
- Image_location
Action
Write
- Company
  Required
- Project
  Required
- Number
- Title
  Required
- Status
  Required
- Instruction_type
  Required
- Incident Description
  Required
- Instruction_from
- Date_received
- Schedule_impact_status
  Required
- Schedule_impact_value
- Cost_impact_status
  Required
- Cost_impact_value
- Is Private?
- Attentions
- Distribution_members
- Trades
Action
Write
- Company
  Required
- Project
  Required
- Item_type
  Required
- Name
  Required
- Incident Description
  Required
- Assignee
- Due_date
- Number
- Personal
- Priority
- Status
  Required
- Trade
  Required
- Observation_location
- Attachment_item
- Attachment_item_name
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Incident Description
  Required
- Due
- Position
- Priority
- Is Private?
- Status
  Required
- Date_initiated
- Schedule_impact
- Schedule_impact_days
- Reference
- Cost_impact
- Cost_impact_amount
- Trade_id
- Punch_item_type_id
- Login_information_ids
- Location ID
- Attachment
- Attachment_name
Action
Write
- Company
  Required
- Project
  Required
- Subject
  Required
- Rfi_manager
  Required
- Question_body
  Required
- Attachments
- Reference
- Assignees
  Required
- Draft
- Due_date
- Rfi_submitted_by
- Responsible_contractor
- Distributions
- Number
- Is Private?
- Schedule_impact_status
  Required
- Schedule_impact_value
- Cost_impact_status
  Required
- Cost_impact_value
- Rfi_location
- Drawing_number
- Specification_section
- Cost_code
- Custom_textfield_1
- Custom_textfield_2
- Attachment_id
- Attachment_name
- Attachment_url
- Can_be_viewed
- Filename
- Viewable
Action
Write
- Company
  Required
- Project
  Required
- Name
  Required
- Code
  Required
Action
Write
- Company
  Required
- Project
  Required
- Hours
- Lunch_time
- Party_id
- Time_in
- Time_out
- Billable
- Date
- Datetime
- Incident Description
  Required
- Timecard_time_type_id
- Timesheet_id
- Cost_code_id
- Sub_job_id
- Location ID
- Login_information_id
- Origin Id
  Required
- Origin_data
- Line_item_type_id
Action
Write
- Company
  Required
- Project
  Required
- Manpower_log
  Required
- Date
- Notes
- Num_workers
- Num_hours
- Contact
- User
- Cost_code
- Log_location
- Trade
  Required
Action
Write
- Project
  Required
- Submittal_id
  Required
- Required_on_site_date
- Number
Action
Write
- Company
  Required
- Project
  Required
- Title
  Required
- Number
- Incident Description
  Required
- Actual_completion_date
- Contract_estimated_completion_date
- Contract_start_date
- Exclusions
- Executed
- Inclusions
- Invoice_contact_users
- Is Private?
- Retainage_percent
- Signed_contract_received_date
- Status
  Required
- Vendor
  Required
Action
Write
- Company
  Required
- Project
  Required
- Document
Action
Search
- Project
  Required
- Project Scheduled Task
Action
Search
- Company
  Required
- Project
  Required
- Timesheet_id
Action
Search

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Procore on the Zapier blog

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