˙˙Microsoft Excel Simpro Integration - Quick Connect - Zapier
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Connect Microsoft Excel and Simpro to power AI-driven automation

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How Zapier works

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

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Microsoft Excel logo
Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
Simpro logo
Simpro
Simpro logo
Simpro
2. Choose action
Microsoft Excel logo
1. Select the event
Setup
Test
Microsoft Excel logo
Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Attach File to Job" in Simpro.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Simpro, automating your workflow.

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.

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • <˙˙div class="field-details" style="display:flex;align-items:center">Worksheet
      Required
Action
Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
      • Plan Restrictions
      • Storage_source
      • Folder
      • Workbook
        Required
      • Worksheet
        Required
      • Table
        Required
      Trigger
      Polling
      Try It
      • Plan Restrictions
      • Storage_source
      • Folder
      • Workbook
        Required
      • Worksheet
        Required
      • Trigger Column
      Trigger
      Polling
      Try It
      • Plan Restrictions
      • Storage_source
      • Folder
      • Workbook
        Required
      • Worksheet
        Required
      Action
      Write
      • Plan Restrictions
      • Storage_source
      • Folder
      • Workbook
        Required
      • Worksheet ID
        Required
      • Range
        Required
      • Apply To
      Action
      Write

    For AI agents & developers

    Use Microsoft Excel and Simpro with AI agents and code

    Beyond Zap workflows. Call Microsoft Excel and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

    No code

    Connect via Zapier MCP

    Expose Microsoft Excel and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.

    Example actions on this page

    • Add Row
    • Attach File to Job

    Works with

    Claude · ChatGPT · Cursor · any MCP-compatible client

    Connect Zapier MCP
    Typescript

    Call from code with the Zapier SDK

    Trigger Microsoft Excel and Simpro actions from backend services, scripts, or agent code.

    Install

    # TypeScript / Node
npm install @zapier/zapier-sdk

    Run an action

    import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* excel / simpro action */ });
    Run the SDK docs

    There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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    Customers who say using Zapier has made them better at their job

    25m

    Customers have created over 25 million Zaps on the platform

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    The average user takes less than 6 minutes to set up a Zap

    Practical ways you can use Microsoft Excel and Simpro

    Track new Simpro customers in Excel

    When a new company customer is created in Simpro, Zapier automatically adds a new row in Microsoft Excel. This ensures all customer data is saved in a single location for better workflow management and streamlined reports.

    Business Owner
    Try it
    Log job updates from Simpro in Excel

    When a job is updated in Simpro, Zapier automatically updates the corresponding row in Microsoft Excel. This provides engineers with real-time access to the latest data, reducing errors and keeping everyone informed.

    Engineering
    Try it
    Sync Simpro quotes with Excel for analysis

    Each time a new quote is created in Simpro, Zapier adds the quote details as a new row in Microsoft Excel. This helps IT teams track quotes and use the data for trend analysis or budgeting, all without manual work.

    IT
    Try it

    Learn how to automate Microsoft Excel on the Zapier blog

    Make work flow with AI

    Level up your Microsoft Excel to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
    Illustration of AI enhancing Zapier workflows with automation and app integrations.
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    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.
    Learn moreLearn moreHelpHelp
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    About Simpro
    Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
    Learn moreLearn moreHelpHelp
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    Project Management

    Connect Microsoft Excel to Simpro on the world's largest no-code automation platform

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