Excel (Online) via Zapier

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Learn how to add Microsoft Excel data to DoubleLoop via Zapier

This is not as easy as we want it to be. If you run into bumps, send us an Intercom message or schedule a time with us and we can do it together.
Instructions
With these instructions, you'll setup a new Zap to send new rows in Excel to either a new metric or a new event in DoubleLoop.
1. Open the template of the zap by clicking here for metrics or here for events. ****
The following screenshots show the event template but the steps are the same for metrics.
2. Connect your Excel account to Zapier, it should look like this when you are finished:
Excel Connected
3. Select an Excel Spreadsheet you would like to connect and select a Worksheet.
Make sure your sheet has column headers.
4. Test the trigger to make sure you've selected the correct Spreadsheet.
5. Select your DoubleLoop account or connect a new one if needed.
6. Map your Excel columns to the fields listed.
For events, we recommend you add a value for the "Labels" field so you have a way of filtering for these events in DoubleLoop.
6. Verify the data to be sent matches what you expect and run the test.
7. Turn on the Zap. When rows are added to the Excel Spreadsheet they will now show up in DoubleLoop.

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Last modified 3mo ago

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