Export to SharePoint Excel file Bot

Eliminate costly errors caused by manual data entry. Automatically move information from your document to an Excel spreadsheet on your SharePoint site with the Export to SharePoint Excel file bot.

What the Bot does

The bot exports information from document fields to an Excel spreadsheet on a SharePoint site, based on the conditions you set using 'if-this-then-that' logic

When to use

Set the bot up when you need to automatically update customer information or product details in SharePoint using the information from a contact form, sales order, refund form, or others.

Author airSlate Inc.
Setup duration 3-5 min.
Used in 59 Templates
Used in 18 Workspaces
Installed 338 times in the last 30 days
99% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Export to SharePoint Excel file Bot. No coding required.

Match the document’s field data with the SharePoint columns.

Configure bot settings

First, connect to your SharePoint account. Next, select a site and a SharePoint spreadsheet with the sheet where you need to copy your data. Once done, specify the information from the document fields you would like to export and map the fields to the corresponding columns in the sheet.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the bot to run when all or some of them are executed.

Add conditions for when the bot should run

Define what will trigger the bot to act. These can range from a specific date, document data, user roles, email, or name. For example, select a role and tell the bot to export data to a spreadsheet in SharePoint when a recipient with this role opens the document.

View the Bots log or use tags to check if the Bot ran successfully

Get your Excel spreadsheet in SharePoint updated in seconds

Once the bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Excel spreadsheet in SharePoint will be updated with data from the selected document fields.