# Microsoft Excel

The **Microsoft Excel** integration enables you to automate spreadsheet tasks directly within your Dapta workflows. With these nodes, you can seamlessly read, write, and manage Excel files hosted on **OneDrive for Business** or **SharePoint**.

### 🚀 Key Capabilities

* **Read Data**: Retrieve rows with advanced filtering and pagination options.
* **Write Data**: Append new rows or update existing records efficiently.
* **Smart Sync (Upsert)**: Automatically create a row if it doesn't exist, or update it if it does.
* **Batch Operations**: Update or delete multiple rows matching specific criteria in a single step.
* **Formula Safe**: Updates strictly preserve existing formulas in your spreadsheets.

***

### ⚙️ Prerequisites

To use this integration, you need:

1. A **Microsoft 365 Business** or **School** account (OneDrive for Business / SharePoint).
2. An Excel file (`.xlsx`) stored in your OneDrive or SharePoint folder.
3. *Note: Personal OneDrive accounts (e.g., hotmail/outlook.com) may have limited compatibility.*

***

### 🔐 Authentication

To connect your Microsoft Excel account to Dapta, choose one of the following methods:

#### Option 1: Quick Connect (Recommended)

1. Add the **Microsoft Excel** node to your flow canvas.
2. Locate the **Credential** dropdown in the configuration panel.
3. Click the **+ (Plus)** button next to the dropdown.
4. Follow the Microsoft login prompt to authorize your account.
5. Your new credential will be automatically saved and selected.

#### Option 2: Settings Menu

1. Navigate to the [**Credentials Page**](https://app.dapta.ai/settings/oauth) in your Dapta dashboard.
2. Click **Add Credential** and select **Microsoft Excel** from the list.
3. Click **Connect** and sign in with your **Microsoft 365 Work or School account**.
4. Once connected, return to your flow and select this credential.

***

### 🛠️ Operations

#### 1. Get Rows

Retrieves data from a specific worksheet. Use filters to narrow down your results.

**Parameters**

* **Workbook** *(Dropdown, Required)* Select the source Excel file.
* **Worksheet** *(Dropdown, Required)* Select the specific sheet tab to read from.
* **Filters** *(List, Optional)* Define conditions to filter rows (e.g., `Status` = `Pending`). Multiple filters use **AND** logic.
* **Use Pagination** *(Boolean, Optional)* Enable this for processing large files in chunks.
* **Limit** *(Number, Optional)* Maximum rows to return per request (if pagination is enabled). Default: `100`.
* **Offset** *(Number, Optional)* Number of rows to skip (if pagination is enabled). Essential for looping through datasets.

**Output Example**

```json
{
  "results": 2,
  "values": [
    {
      "row_number": 2,
      "Name": "Alice Smith",
      "Email": "alice@example.com",
      "Status": "Active"
    },
    {
      "row_number": 5,
      "Name": "Bob Jones",
      "Email": "bob@example.com",
      "Status": "Active"
    }
  ],
  "pagination": {
    "enabled": true,
    "total": 50,
    "has_more": true
  }
}
```

***

#### 2. Append Row

Adds a new row to the bottom of the designated worksheet.

**Parameters**

* **Workbook** *(Dropdown, Required)* Select the Excel file.
* **Worksheet** *(Dropdown, Required)* Select the target sheet.
* **Values to Send** *(Map, Required)* Map your data to the specific Excel columns (e.g., Column `A` -> `{{name}}`).

{% hint style="info" %}
**Tip**: You can map values dynamically using variables from previous nodes. Unmapped columns will remain empty.
{% endhint %}

***

#### 3. Update Row

Modifies existing rows based on a search key. You can update a single match or all matching rows.

**Key Features**:

* **Formula Preservation**: Updating a value will trigger automatic recalculation of dependent formulas.
* **Partial Updates**: Only mapped columns are modified; others remain untouched.

**Parameters**

* **Workbook** *(Dropdown, Required)* Select the Excel file.
* **Worksheet** *(Dropdown, Required)* Select the target sheet.
* **Key Column** *(String, Required)* The column header to search in (e.g., `Email`).
* **Key Value** *(String, Required)* The value to search for (e.g., `alice@example.com`).
* **Values to Update** *(Map, Required)* The new data to write into the matching row(s).
* **Update All Matches** *(Boolean, Optional)*
  * `false` (Default): Updates only the **first** row found.
  * `true`: Updates **all** rows that match the Key Value.
* **Max Rows to Update** *(Number, Optional)* Safety limit for batch updates. Default: `1000`.

***

#### 4. Upsert Row (Update or Create)

The most robust way to sync data. It checks for a row's existence before acting:

* **Found?** → Updates the existing row.
* **Not Found?** → Creates a new row.

**Parameters**

Same parameters as **Update Row**. The `Key Column` and `Key Value` are used to check for existence.

***

#### 5. Delete Row

Removes rows from the file based on a match or a specific row number.

**Parameters**

* **Delete Mode** *(Select, Required)* Choose between `By Match` or `By Row Number`.
* **Key Column** *(String, Required)* (Match Mode) The column to search in.
* **Key Value** *(String, Required)* (Match Mode) The value to identify the row(s) to delete.
* **Row Number** *(Number, Required)* (Row Number Mode) The specific row index to delete (e.g., `5`).
* **Delete All Matches** *(Boolean, Optional)* If `true`, deletes **ALL** matching rows found. Use with caution.
* **Max Rows to Delete** *(Number, Optional)* Safety limit for batch deletion. Default: `1000`.

***

### 🚧 Usage Limits & Quotas

To ensure stability, the Microsoft Graph API imposes rate limits.

* **API Limits**: Processing thousands of rows in a rapid loop may trigger a `429 Too Many Requests` error.
* **Recommendation**: Always use **Pagination** for large datasets.
* **Tip**: If iterating through a large list, add a **Wait** node (e.g., 1-2 seconds) between loop iterations to prevent rate limiting.

***

### ❓ Troubleshooting

| Issue                  | Cause         | Solution                                                                          |
| ---------------------- | ------------- | --------------------------------------------------------------------------------- |
| **"Column not found"** | Case mismatch | Column names are case-sensitive. Ensure "Email" matches "Email" in Excel exactly. |
| **"File not found"**   | File moved    | If the file was renamed or moved in OneDrive, re-select it in the dropdown.       |
| **"Values are empty"** | Bad mapping   | Verify that your input variables (e.g., `{{step.data}}`) actually contain data.   |
| **Slow Performance**   | Large file    | Use **Pagination** or filters to limit the amount of data requested.              |

{% hint style="warning" %}
**Limit**: The API processes up to **10,000 rows** by default. For datasets larger than this, you **must** use pagination.
{% endhint %}


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