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guidesintegrationsExporting to Microsoft Excel

PARSER GUIDES

Exporting to Microsoft Excel

Integrations

Add extracted data to an Excel workbook in OneDrive

Send each processed document to an Excel workbook automatically. Document fields and table rows can go to different worksheets.

Before you start

You need a Microsoft 365 work or school account and an Excel workbook stored in OneDrive. Existing workbooks must use the .xlsx format.

Add Microsoft Excel

1. Open your parser and go to Settings -> Integrations.

2. Under Available Integrations, click Microsoft Excel.

3. Expand Export to Microsoft Excel under Added Integrations.

Screenshot placeholderguide-guides-integrations-exporting-to-microsoft-excel-01-microsoft-excel-connected-workbook.webpRequired PARSER view: Microsoft Excel added with a connected Microsoft 365 accountFuture alt text: Microsoft Excel added with a connected Microsoft 365 account

Connect your Microsoft account

Click Connect account, sign in to Microsoft, and approve the connection. Return to PARSER when authorization finishes.

Choose a workbook

Choose one option:

  • Create new workbook - PARSER creates one worksheet for document fields and one for every table in your parser. Headers and initial mappings are added automatically.
  • Select an existing workbook - Search the .xlsx workbooks in OneDrive and select one.
Screenshot placeholderguide-guides-integrations-exporting-to-microsoft-excel-02-microsoft-excel-workbook-list.webpRequired PARSER view: Microsoft Excel Quick setup and existing OneDrive workbook selectorFuture alt text: Microsoft Excel Quick setup and existing OneDrive workbook selector

Map worksheet columns

If you selected an existing workbook, click Add worksheet and configure each destination:

1. Select the worksheet.

2. Choose Document for regular parser fields or select a parser table for line items.

3. If the worksheet contains more than one Excel table, select the table to use.

4. Match each Excel column to a PARSER field. If the worksheet has headers but no Excel table, PARSER prepares it as a table when you save.

You can add more than one worksheet destination. When mapping table rows, regular document fields can also be repeated on every row.

Screenshot placeholderguide-guides-integrations-exporting-to-microsoft-excel-03-microsoft-excel-worksheet-mapping.webpRequired PARSER view: Microsoft Excel worksheet destination and column mappingFuture alt text: Microsoft Excel worksheet destination and column mapping

Save and check the result

Click Save configuration, then process a test document. Open the workbook and confirm that the new row appears in every mapped Excel table.

When data is sent

New documents use the saved configuration after processing. If a document requires review, the Excel export waits until all required approvals are complete.

If something is missing

  • If a workbook does not appear, confirm that it is an .xlsx file in the connected account's OneDrive, then click Refresh.
  • If a worksheet cannot be mapped, make sure it contains an Excel table with column headers.
  • If a column stays empty, check its mapping in PARSER.
  • If the connection stops working, disconnect the Microsoft account and connect it again.

Next steps

Exporting to Google SheetsExport extracted data to Google SheetsOpen guide → Exporting to Google DriveSave each processed document's original file to My Drive or a Shared DriveOpen guide →