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“Upsert Row in Excel Table” SharePoint action overview article
“Upsert Row in Excel Table” SharePoint action overview article

Review information about how to set up the details of your "Upsert Row in Excel Table" Workflow action.

Updated over 4 months ago

Update or add rows to your SharePoint account’s Excel workbooks with the Upsert Row in Excel Table Workflow action. Upsert is a database-related term, which means to insert rows into a table if they don't exist, and update rows if they do exist.

Workflow actions combine to make your Workflow recipes. For this action, you’ll configure your Connection, Site, Document Library, Workbook Path, Table Name, and Sheet Column Mapping.

Screenshot displaying the SharePoint Online "Upsert Row in Excel Table" Workflow action details in the GoFormz web app's Workflow Editor.

In the Connection menu you’ll find the connections available to you from SharePoint. If you'd like to add a new connection, scroll to the bottom of the menu and click + Add Connection, or navigate to the Connected Apps page.

Select the name of the Site within your SharePoint account. This determines where you’re sending your collected data. You’ll also need to select your SharePoint account’s Document Library, Workbook Path, and Table Name.

Sheet Column Mapping is where you’ll map the data you collect in GoFormz to your sheet in SharePoint.

  • Enter your sheet’s Column Name to determine where your Workflow delivers its matched Cell Value.

  • In Cell Value, you’ll enter an alphanumeric value or Workflow variable to populate the matched column.

  • You’ll need to switch Is Key Column? toggle to the on position for your Sheet’s key column. This is the unique identifier that allows you to map fields to your Sheet.

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