Microsoft Excel

Microsoft Excel is spreadsheet software from Microsoft used to organize, analyze and visualize data and to automate work with formulas and macros, from basic calculations to advanced data modeling. The UnifyApps Microsoft Excel connector uses the Microsoft Graph API to work with Excel workbooks stored in OneDrive and SharePoint: add worksheets and tables, read, add, update and delete table rows, update cell ranges and formatting, and find, inspect and download workbook files from workflows and agents.

This guide covers every authentication type available on the connection form and the actions supported, along with the Microsoft Graph permission each one needs.

Authentication

Before you begin, you should have the following information:

• Connection name: a descriptive name such as MyAppExcelIntegration, so the connection is easy to identify later.

• Authentication type: select the type of authentication for connecting to your Microsoft Excel account:

  1. OAuth

  2. OAuth with Client Credentials

Both types act on behalf of the Microsoft user who signs in. The optional Scopes field offers Files.ReadWrite.All, Sites.ReadWrite.All, User.Read and User.Read.All. If you leave it empty, all four are requested, which covers every action below; offline_access is always added so the connection can refresh its token.

1. OAuth

Use this when you want to connect with your own Microsoft account and do not need to register an app.

1. Enter a Connection name.

2. Select OAuth as the Authentication type.

3. Leave Tenant ID empty to use common, or enter your tenant ID or domain to restrict sign-in to one organization (organizations allows any work or school account).

4. Keep Scopes empty to request all four permissions, or select only the ones you need.

5. Click Authorize. You are redirected to the Microsoft sign-in page.

6. Sign in with the Microsoft account whose workbooks the connection should use.

7. Review the permissions requested on the consent screen and click Accept. Files.ReadWrite.All, Sites.ReadWrite.All and User.Read.All may need administrator consent in your organization.

8. You are redirected back to UnifyApps with a confirmation that the account is connected.

2. OAuth with Client Credentials

Use this when your organization wants the connection to use its own Azure app registration while actions still run on behalf of a signed-in user.

Step 1: App registration in Azure

1. Log in to the Azure portal, search for App registrations and click New registration.

2. Enter a name and choose the supported account type, single tenant or multitenant.

3. Under Redirect URI, choose platform Web and paste the Callback URL shown on the connection form (it is copyable and differs per environment).

4. Click Register.

5. On the Overview tab, copy the Application (client) ID and the Directory (tenant) ID.

6. Go to API permissions → Add a permission → Microsoft Graph → Delegated permissions and add Files.ReadWrite.All, Sites.ReadWrite.All, User.Read and User.Read.All (or only the ones you will select in Scopes), plus offline_access so the connection can refresh its token. Click Grant admin consent if your tenant requires it.

7. Go to Certificates & secrets → New client secret, add a description and expiry, and click Add. Copy the secret Value immediately and store it securely. It is not shown again.

Step 2: Connection setup in UnifyApps

1. Open Connections → New Connection → Microsoft Excel and enter a Connection name.

2. Select OAuth with Client Credentials as the Authentication type.

3. Enter the Client ID, Client secret and Tenant ID copied from Azure.

4. Keep Scopes empty to request all four permissions, or select the same permissions you added to the app registration.

5. Click Authorize, sign in with Microsoft and accept the consent screen.

6. Confirm the success message after the redirect back to UnifyApps.

Actions

Scopes are Microsoft Graph delegated permissions. The first value is the narrowest permission Microsoft documents for the call; it covers workbooks in the signed-in user's own OneDrive. The Scopes list on the connection form offers only the broader permission in brackets, which also covers workbooks in SharePoint sites and other users' drives. Sites.ReadWrite.All also works wherever Files.ReadWrite.All is shown.