How to Sync Microsoft Excel to Google Sheets | Unito 2-Way
Logos for Unito, Microsoft Excel, and Google Sheets.
How to Sync Microsoft Excel with Google Sheets
Logos for Unito, Microsoft Excel, and Google Sheets.

How to Sync Microsoft Excel with Google Sheets

This guide will show you how to sync Microsoft Excel with Google Sheets automatically through Unito’s 2-way no-code integration for spreadsheets. Connecting Excel and Google Sheets with automation eliminates the need to manually copy paste data between different spreadsheets. This can be useful for building performance reports, managing human resources, analyzing financial details, handling operations management, reviewing project status and so on.

If you’d like to learn more about Unito before proceeding, check out our integration overview for Microsoft Excel and Google Sheets. By the end of this guide, you’ll be able to:

  • Generate new rows in either Google Sheets or Microsoft Excel based on activity in the other.
  • Keep your spreadsheets automatically up-to-date in a real-time two-way sync with a simple set of code-free instructions.

Here’s an example of our synced Excel and Google Sheets tables:

Excel Google Sheets Synced Spreadsheets Unito 2-way sync
Here you can see our synced Microsoft Excel and Google Sheets spreadsheets. Only the rows marked “yes” under the sync column appear in the other because of our rules.

Why sync Microsoft Excel to Google Sheets with Unito?

Syncing Microsoft Excel to Google Sheets with Unito enables you to automatically populate any spreadsheet with data from another. This makes reporting far simpler since you can skip copy-pasting between tables and spend more time on high-skill tasks that need your attention.

There are a wide variety of business use cases for any team that relies on spreadsheets, including: marketing agencies, freelance entrepreneurs, consultants, professional service providers, sales teams and others. This automation solution could be used to avoid sending vendors PDFs which quickly become obsolete; oversee budget or resource management; ensure billable hours and costs are on par with forecasts as a project progresses; sync records such as contact or client information to a single spreadsheet; etc.

NOTE: The header row of each sheet will become mappable fields in Unito, so make sure to clearly identify each column in the first row.

Before you sync Microsoft Excel with Google Sheets:

  • You’ll need an account in both tools with the right permissions to access and modify data.
  • Install the Unito add-on for Microsoft Excel Online and Google Sheets. This walkthrough includes instructions for each, or you can follow the links above. 
  • Create a header row to help Unito identify the data in your columns.

Contents

Feel free to skip ahead if you’ve already completed some of the steps below:

Step 1. Add header rows to your spreadsheets

Step 2. Install the Google Sheets Add-on

Step 3. Install the Microsoft Excel Add-in

Step 4. Connect Microsoft Excel and Google Sheets with Unito

Step 5. Set flow direction between Excel and Google Sheets

Step 6. Set rules to filter data between your spreadsheets

Step 7. Select field mappings based on header rows

Step 1. Add header rows to your spreadsheets

When you sync row data between spreadsheets, those rows will be matched to specific columns. Unito uses the table header to figure out what counts as a field and what doesn’t. Go to the first row in both Google Sheets and Microsoft Excel and make sure each column has a clearly labelled title. If you don’t know how to categorize the data you want synced, you can use this Google Sheets template to get started.

Here is an example of a header row. You’ll need to title the first and last columns of your sheet: “UnitoID” and “Last Modified”. The Unito extension does this automatically with a button, or you can type these labels in manually.

Step 2. Install the Unito add-on to your Google Workspace

Go to docs.google.com and open up your spreadsheet. At the top of your Google Sheet, click Extensions, then Add-ons, and select Get add-ons. Search for “Unito for Google Sheets” and add it to your workspace by following the on-screen instructions.

Unito Google Sheets Add-On
You can find more detailed steps on this process here.

Step 3. Install the Unito add-in for Microsoft Excel

Visit www.office.com and open Excel Online. Then, click Insert at the top of your spreadsheet and select Add-ins on the right-hand side.

Select store, then search for Unito for Excel and click add. Follow the on-screen instructions to add Unito to your Microsoft workspace. Once the add-in is installed, click Insert the two columns in this sheet.

Microsoft Excel Unito Add-In
Make sure this step is completed before you build an Excel flow with Unito.

Step 4. Connect Microsoft Excel and Google Sheets with Unito

Navigate to the Unito App and select +Create Flow. On the next screen, select Start Here to connect Microsoft Excel Online and Google Sheets. We’ll begin our demo with Google Sheets on the left, and Microsoft Excel on the right. You’ll need to specify which account and sheet you want to sync with Unito.

Microsoft Excel Google Sheets Tool Selection Unito 2-way Sync
Make sure you see prompts to install the Unito add-on for both tools. If you don’t see one or the other, don’t hesitate to contact customer support or review our troubleshooting guide for Google Sheets.

Step 5. Set flow direction between Microsoft Excel and Google Sheets

Flow direction determines how new rows are created but not modified in your spreadsheets. So if we choose a 1-way flow to Excel, that would mean adding any new rows in Google Sheets would add identical rows to your Excel spreadsheet, but not the other way around.

Unito Flow Direction Microsoft Excel Google Sheeets
For our demo, we’ll select a 2-way sync to demonstrate more possibilities, but feel free to pick the flow direction that best matches your use case.

Click Confirm when you’ve chosen a flow direction. 

Step 6. Set rules to filter data between your spreadsheets

Rules determine which triggers cause rows to be created in your other spreadsheet tool. You can use rules to filter out unwanted rows from syncing. Here’s how it works:

Sync a column if it has a value. Imagine one title in your header row is called “Priority” and you only want to sync columns that have been prioritized.

In this demo, we’ve added a column titled “Priority.” If any row includes a value in that column (such as the X above), then Unito will sync every mapped field from that row to our other spreadsheet.

Next, Add a new trigger, search for the field “Priority” and select it. Then Select a value and choose Any value. This tells Unito to only sync fields from rows in which “Priority” has a value. That value can be anything you choose: an X, “yes”, a filled-in checkbox, etc.

You can scroll through the list of possible fields or simply search for the field you’re looking for.


When you’re ready, you can click confirm to proceed to field mappings.

Step 7. Select field mappings based on header rows

Similarly to Step 2, we can give individual field mappings their own flow direction. These allow us to decide exactly which rows will sync between Google Sheets and Microsoft Excel. The options are based on your header row names. Each field can be synced one-way — from either tool to the other — or bidirectionally.

If you select Auto-map, Unito will pre-populate a list of suggested field mappings which you can then adjust. If you know exactly how you want your fields mapped, Start from scratch

Your fields will be automatically mapped for two-way updates, but you can adjust them as needed. With a one-way sync between fields, only the destination field will update automatically when you make changes in the source field.


If you choose a one-way field sync, only the changes made to your source field will appear in the destination field. With a two-way field sync, any change in either spreadsheet will appear in the other for the specified field.

Click Select a field for each tool, and find the appropriate field to map.

Microsoft Excel Google Sheets Field Mapping 2-way Sync Unito
If one spreadsheet doesn’t use the same header row names as the other, you’ll have to choose carefully, or else revise the header row names to match. If you change the header row names while you’re building your flow, you’ll need to save your progress in Unito and wait several minutes for the system to update with the new header rows.

You could set a one-way flow for certain fields so that only changes in the source spreadsheet affect the other. You might find this useful if you needed to provide an external contact with an update in their spreadsheet, but not allow their changes to affect yours.

Click Confirm when you’re satisfied with your field mappings to proceed.
Find out more about setting field mappings.

Step 8. Save and close to launch your flow between Google Sheets and Microsoft Excel

And that’s it! Follow the remaining instructions to complete your flow and it should start syncing momentarily. Congratulations!

If you’ve followed the steps above, your flow will now add rows in either Google Sheets and/or Microsoft Excel based on rows added in the other.

If you have any questions, don’t hesitate to reach out and let us know. 

What’s next?