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Survey123
Microsoft 365 Excel

Connect Survey123 and Microsoft 365 Excel integrations

Discover the top benefits of integrating Survey123 with Microsoft 365 Excel. Automate data transfer, get real-time updates, and improve accuracy with seamless integration.

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Create a custom workflow

Streamline your workflow with Make by integrating Survey123 and Microsoft 365 Excel for real-time data synchronization, ensuring your spreadsheets stay updated automatically so you can focus on insightful analytics and actionable reports.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Survey123
Trigger: Watch survey
Microsoft 365 Excel
Action: Select an action
1. Select a trigger

  • Triggers when a survey response is submitted.

2. Select an action

  • Adds a new table.

  • Adds a new table column.

  • Adds a new table row.

  • Adds a new worksheet to a workbook.

  • Adds a new worksheet row.

  • Deletes a table.

  • Deletes a worksheet row.

  • Downloads the content of a specified Excel workbook.

  • Gets the metadata of a specified table.

  • Performs an arbitrary authorized API call.

  • Updates an existing table.

  • Updates an existing table column.

  • Updates an existing worksheet row.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Use Make to integrate Microsoft 365 Excel and Survey123, streamlining your workflow with automated data synchronization. Microsoft 365 Excel serves as a trigger, capturing survey data in real-time, which Make then transfers to Survey123 as an action. This process ensures your spreadsheet stays updated without manual intervention, allowing you to focus on generating insightful analytics and actionable reports. Experience the efficiency of automated data handling by integrating Microsoft 365 Excel and Survey123 with Make today.

Add a Table
Adds a new table.
Action
Add a Table Column
Adds a new table column.
Action
Add a Table Row
Adds a new table row.
Action
Add a Worksheet
Adds a new worksheet to a workbook.
Action
Add a Worksheet Row
Adds a new worksheet row.
Action
Create report
Create report from custom template.
Action
Delete a Table
Deletes a table.
Action
Delete a Worksheet Row
Deletes a worksheet row.
Action
Download a Workbook
Downloads the content of a specified Excel workbook.
Action
Load more

How to set up Survey123 and Microsoft 365 Excel in 5 easy steps

Date

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Duration

Step 1

Log in to Make

Begin by logging into your Make account.

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Duration

Step 2

Add Survey123 to Your Scenario

In your Make dashboard, add Survey123 to your scenario configuration.

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Duration

Step 3

Connect to Survey123

Follow the prompts to log into Survey123 and establish the connection.

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Duration

Step 4

Add Microsoft Excel

Include a Microsoft Excel module in your Make scenario.

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Duration

Step 5

Authorize Access to Excel

Log into your Microsoft account and grant access to connect Excel.

Benefits of Integrating Survey123 and Microsoft 365 Excel for Automation

Integrating Survey123 and Microsoft 365 Excel offers automated data transfer, real-time updates, improved data organization, enhanced accuracy, and time-saving automation, eliminating manual tasks and reducing errors.

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Duration

Automated Data Transfer

Eliminate manual data entry by automatically transferring survey responses to Excel.

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Duration

Real-Time Updates

Get instant updates in your Excel workbook whenever a new survey response is submitted.

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Duration

Improved Data Organization

Keep your survey data organized and easily accessible by automatically creating structured rows in Excel.

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Duration

Enhanced Accuracy

Reduce the risk of errors and inconsistencies by automating the data transfer process.

Popular Survey123 and Microsoft 365 Excel workflows

Connect Survey123 and Microsoft 365 Excel with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create a new row in a Microsoft 365 Excel workbook from a new survey response in Survey123

Every time a new response is submitted in Survey123, a new row will be instantly created in a Microsoft 365 Excel worksheet. This template was created based on a survey with these questions: Full Name Email Phone number Describe your problem Our target worksheet had these columns: Date time Full name Email Phone number Describe your problem You can use your own survey/spreadsheet with different questions but you will need to update the mappings in the Excel module.

Create a new row in a Microsoft 365 Excel workbook from a new survey response in Survey123
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Support

FAQs

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Integrating Survey123 with Make allows you to automate notifications, create events, and generate documents whenever a survey is submitted. This saves you time on manual data entry and enhances productivity by streamlining your workflow.

Integrating Microsoft 365 Excel with Make can significantly enhance your data management capabilities. Automate data updates, generate custom reports, and synchronize information across multiple platforms, ensuring your business operations are efficient and up-to-date without manual intervention.

Yes, by integrating Survey123 with Make, you can automate notifications to be sent out whenever a survey is submitted. This ensures that the relevant team members are promptly informed, allowing for quick responses and follow-up actions.

No, setting up integrations on Make is straightforward and user-friendly. The platform provides intuitive tools and templates to help you link Survey123 and Microsoft 365 Excel seamlessly, even if you do not have advanced technical skills. Additionally, Make offers comprehensive support to guide you through the process.