Microsoft Graph Excel
Overview
Connect to Microsoft 365 Excel workbooks for data ingestion and automated file parsing workflows.
ParsePilot makes it easy to integrate with Microsoft Graph Excel. Configure your connection in just a few minutes and start automating your file parsing workflows.
How to Find Your Credentials
To set up your Microsoft Graph Excel integration, you'll need to retrieve your API credentials or authentication tokens from your Microsoft Graph Excel account.
To get your Microsoft Graph API credentials:
1. Go to the Azure Portal and sign in
2. Navigate to 'Azure Active Directory' → 'App registrations'
3. Click 'New registration' and give your app a name (e.g., 'ParsePilot Integration')
4. Set the redirect URI if needed and click 'Register'
5. Copy the Application (client) ID - this is your Client ID
6. Copy the Directory (tenant) ID - this is your Tenant ID
7. Go to 'Certificates & secrets' → 'Client secrets' → 'New client secret'
8. Add a description and expiration period, then click 'Add'
9. Copy the Value (Client Secret Value) immediately - you won't be able to see it again
10. Go to 'API permissions' → 'Add a permission' → 'Microsoft Graph' → 'Application permissions'
11. Add these permissions: Files.Read.All, Files.ReadWrite.All, Sites.Read.All
12. Click 'Grant admin consent' for your organization
Use these credentials in ParsePilot: Client ID, Tenant ID, and Client Secret Value
Optional SharePoint/Excel fields: If you're using this integration to write to Excel workbooks in SharePoint, provide the SharePoint site name, file path, and worksheet name.
Getting Started
Once you have your credentials, sign up or log in to ParsePilot and navigate to the integration setup page. Enter your Microsoft Graph Excel credentials, test the connection, and start automating.
Need help? Contact our team and we'll help you get set up.