This automation scenario allows you to connect Tally and Microsoft Excel
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Tally and Microsoft Excel can also be integrated using automation tools other than integromat:
When this trigger fires in Tally
Triggers when a new response is created for the selected form.
Then this action happens in Microsoft Excel
Adds a new worksheet row.
This guide contains information on how to set up an automatic workflow that allows to Add Microsoft 365 Excel worksheet rows for new Tally responses.
Part I
First, we need to connect Tally and Microsoft Excel to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Tally to Make.com.
Give Make.com access to your Tally account, using Tally credentials.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Tally
Choose the following trigger: Watch New Responses (Triggers when a new response is created for the selected form.).
Then set up an Action for Microsoft Excel
Choose this action: Add a Worksheet Row (Adds a new worksheet row.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Tally and Microsoft Excel.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Microsoft 365 Excel worksheet rows for new Tally responses!
Triggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new row is added to a worksheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new row is added to a table.
Get form fields
Get forms
Get responses
Lists all field definitions for the selected form.
Triggers when a new form submission is received.
New response (instant)
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.