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Microsoft Excel integration

Excel workbooks stored in OneDrive or SharePoint that receive sales and ERP data automatically through Microsoft Graph.

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Overview

Microsoft Excel

For companies already on Microsoft 365, Excel is where finance consolidates figures, builds budgets and reconciles balances. Those workbooks are usually fed by manual exports from the ERP or the invoicing tool.

Tejobit connects Excel through Microsoft Graph, the Microsoft 365 API. The connection works on Excel tables (the ones created with Insert, Table) in a workbook stored in OneDrive for Business or SharePoint. It appends rows, updates values and reads ranges, while people keep the file open in Excel for the web or on the desktop.

Authentication goes through Microsoft Entra ID, so access is limited to the authorised file or site, and IT can see and revoke the app at any time.

Use cases

What it is for

  • Daily consolidation of sales from several shops into a single table for management.
  • An accounts receivable sheet updated with every payment recorded in the ERP or the bank.
  • A quotes sheet where each approved row goes out as a proposal or invoice.
  • Field team timesheets or travel logs that feed monthly invoicing.
  • A shared inventory workbook on a SharePoint site, updated as orders arrive.
IN

What the connection listens to

  • Events from other systems, such as issued invoices, payments or new orders.
  • Microsoft Graph change notifications on the file, followed by a read of the table to find what changed.
  • Scheduled reads of a table or range for reports and reconciliation.
OUT

What the connection does

  • Append rows to an Excel table, which carries the table's formatting and formulas down automatically.
  • Update cells in existing rows when a document's status changes.
  • Read flagged rows and create records in invoicing software, the ERP or a CRM.
  • Recalculate the workbook and read formula results for use elsewhere.

How it works

From the request to a working connection

  1. 01

    Request

    The form names the integration, the tools involved and what should happen in each case.

  2. 02

    Review and proposal

    Tejobit confirms what the API allows and sends a proposal with the flow, the price and the timeline.

  3. 03

    Setup and testing

    The connection is set up with the business's own accounts and tested with real cases before it goes live.

  4. 04

    Maintenance and monitoring

    Tejobit hosts the connection, follows up on errors and adapts it when the API changes.

The connection runs on Tejobit's infrastructure. The monthly fee covers hosting, monitoring and API changes.

What to prepare

  • A Microsoft 365 business subscription, with the workbook in OneDrive for Business or a SharePoint site.
  • The file saved as .xlsx, with data organised in named Excel tables.
  • Admin consent for the app in Microsoft Entra ID, scoped to what it actually needs.

For security, do not send passwords, API keys or tokens through the form. Credentials are requested through a secure channel when the setup starts.

Limits

  • Files that live only on a laptop or a network share cannot be reached; the workbook has to be in Microsoft's cloud.
  • The Graph workbook API only supports .xlsx, so legacy .xls or .csv files need converting first.
  • Graph notifications say that the file changed, not which cell, so the connection diffs the table to find changes.
  • Very large workbooks or heavy volatile formulas slow every request and can hit throttling limits.

Frequently asked questions

Before you start

Does it work with desktop Excel?

Yes, as long as the file is stored in OneDrive for Business or SharePoint. People keep using desktop Excel and see the new rows once the file syncs.

Can it sit between Excel and an ERP?

That is one of the most common setups: the connection reads data from the ERP's API and writes it into an Excel table, or goes the other way from approved rows.

What if two people are editing the workbook at once?

Microsoft 365 co-authoring handles simultaneous edits. The connection only writes to the agreed table, which keeps it out of the way of manual work elsewhere in the workbook.

Which permissions does the app request?

The minimum needed to read and write the chosen files. Where possible it uses SharePoint site-scoped permissions, so the app cannot see the rest of the company's documents.

Related integrations

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Set up the Microsoft Excel integration?

Describe what should pass between the tools. The reply confirms feasibility, price and timeline.

Talk about your project geral@tejobit.com