An Overview of Unito’s Microsoft Excel Online Integration

Connecting Excel with Unito? Here's what you can expect from this integration.

• What Unito syncs from Excel
• Supported fields for Microsoft Excel rows
• Other documentation

What Unito syncs from Excel

Unito syncs rows from Microsoft Excel workbooks by linking individual fields from these rows to items in other tools (e.g., Trello cards, Jira issues, ServiceNow records).

Supported fields for Excel rows

Since Excel doesn't have fields the way most other tools do, Unito syncs data from all cells in your workbook's rows.

You can set two types of rules when syncing data from Excel:

• Sync column if it has a value: e.g., create a rule in Unito to only sync rows with "any value" in a column you've called "Priority." This would mean only rows with text in that column would sync. 
• Sync column if it's empty: The exact opposite of the previous rule. Taking that Priority example again, a row will not sync if it has anything in the Priority column.

Other documentation

Need to know more about this integration? Check out our documentation on:

• Unsupported features for Microsoft Excel
• Installation instructions for Microsoft Excel
• Best practices and troubleshooting for Excel