Logos for Unito, Microsoft Excel, and Google Sheets.
How to Sync Microsoft Excel to Google Sheets with Unito
Logos for Unito, Microsoft Excel, and Google Sheets.

How to Sync Microsoft Excel to Google Sheets with Unito

This guide will show you how to sync Microsoft Excel to Google Sheets automatically with Unito’s 2-way no-code integration for spreadsheets.

Why sync Microsoft Excel to Google Sheets with Unito?

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.

Before you sync Microsoft Excel to Google Sheets:

  • Make sure you have 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 both, or you can follow the links above. 
  • Make sure you have header rows in each spreadsheet to clearly identify the data in your columns. If you want to filter out specific rows with Unito, we recommend adding a column with the header row “sync”. This will be explained in our rules section below. 

Contents

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

Step 1. Prepare your spreadsheets with header rows

Step 2. Install the Microsoft Excel Add-in

Step 3. Install the Google Sheets Add-on

Step 4. Connect Microsoft Excel and Google Sheets with Unito

Step 5. Set flow direction between Excel and Google Sheets

Step 6. Set rules 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. You’ll need to make sure the first row in both Google Sheets and Microsoft Excel are headers so Unito knows what counts as a field and what doesn’t. 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 include UnitoID and Last Modified via the add-ons in steps 2 and 3.

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.

Google Sheets Unito Auth Screen
You must check every box in the auth screen or Unito won’t be able to sync your row data.
Unito Google Sheets Add-On
Since this integration is still in beta, some users may receive an error message as they try to create these columns automatically. If you receive such an error, you can proceed by manually adding the header rows UnitoID and Last Modified as the first and last columns in your spreadsheet.

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 up rules to sync 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. To do so, follow the steps below. Otherwise, you can simply select confirm and proceed to field mappings.

To add a filter to your spreadsheet sync:
In your source tool(s), add a column in your header row labeled “sync” if you haven’t already done so.

In Unito, select Add a new trigger, then scroll down and click sync, then set it to any value.

This means that if a row in your sync column has a value (any letter, number or symbol), that row will sync to your other tool.

We recommend adding a drop-down menu to your sync column with only two options: yes or since apostrophes ( ‘ ) count as empty values. The method for doing so is similar in both Microsoft Excel and Google Sheets. In each spreadsheet, select data -> data validation, then list and add your two values separated by a comma.

Adding a drop-down menu in Excel Online with the values: yes, ‘
Adding a drop-down menu in Google Sheets with the values: yes, ‘

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.

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.

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

What’s next?