I need to send data from .xlsm to external sources (e.g. Excel online or G Sheets)

miknic

New Member
Joined
Nov 7, 2022
Messages
6
Office Version
  1. 365
Platform
  1. Windows
I'll try to keep it short and sweet!

We have a macro-enabled worksheet that's used from the Desktop. It's stored in a OneDrive folder. It's used with Word templates to generate various documents.

I need to sync the data with our CRM. This is easily done with Zapier and works with most formats - except for .xlsm.

From what I gather from research, there might be a couple of potential ways to solve my problem.
  • An API call out of Excel (to either a duplicated Excel online sheet, or maybe Google Sheets as a middle-man).
  • Create a live duplicate of the sheet, that's in another format. I don't need the duplicate to be macro-enabled - I just need the data.

What is the best way to go about this?
 
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