Introduction
This article describes how to connect to your Microsoft Excel workbooks following an invite from GetAccept to our iPaaS service called GetAccept Automation.
GetAccept Automation is a powerful iPaaS service that connects you to over 500+ community connectors. To access the GetAccept Automation, you need a subscription and an invitation. Contact our sales department to learn more.
Requirements
An active subscription and invitation to GetAccept Automation.
A Microsoft 365 subscription with the Excel workbook stored in OneDrive for Business, SharePoint, or a Group drive. Local files are not supported.
An Azure AD application registration with administrator access to grant consent.
The target data formatted as an Excel Table in the workbook (Insert > Table), required for writing rows automatically.
The API permissions depend on the authentication method. Admin consent must be granted for all permissions before authenticating the connector.
Authorization Code Grant (delegated permissions): Files.ReadWrite, Sites.ReadWrite.All, User.Read, offline_access, Group.Read.All (only required if the workbook is stored in a Group drive)
Client Credentials (application permissions): Files.ReadWrite.All, Sites.ReadWrite.All, User.Read.All
Invitation and Basic Setup
Once you have been invited to GetAccept Automation, you will receive an email asking you to create your account. Follow the instructions to create the account and log in to the platform.
Important: After logging in, ensure you switch the workspace from "My Workspace" to your company workspace by clicking on your profile image in the top left corner and selecting the workspace that matches your organization's name.
If you encounter any issues with logging in or accessing your GetAccept Automation workspace, please contact your Customer Success Manager or our Customer Support team for assistance.
For a detailed guide on setting up your account and navigating your workspace, please refer to the full article: Getting Started with GetAccept Automation.
Navigate to the Microsoft Excel Connector
Following the invite, account setup, and navigation to the correct workspace, you will find all relevant connectors under Projects and Connections. Click Create > Connection and select Excel.
Connector Fields Overview
Field | Description |
Connection name | A name to identify this connection. |
Account type | Common for individual accounts, or Tenant-specific for a single organization. |
Tenant ID/Domain | The Directory (tenant) ID. Required for tenant-specific accounts. |
Authentication type | Authorization code grant or Client credentials. |
User ID | The service account's user principal name. Client credentials only. |
Client ID | The Azure application (client) ID. Client credentials only. |
Client Secret | The secret value generated in Azure. Client credentials only. |
How to connect Microsoft Excel
Before connecting, register an application in the Azure portal under App registrations > New registration. Under Authentication, add the redirect URI https://www.workato.com/oauth/callback and select Web as the platform. Under API permissions, add the Microsoft Graph permissions for your chosen method and grant admin consent. Copy the Directory (tenant) ID from Overview > Essentials.
Connecting with Authorization Code Grant
Recommended for a single user account and the fastest setup.
Under Projects and Connections, click Create > Connection and select Excel.
Enter a connection name and select the project location.
Choose the account type (Common or Tenant-specific). For tenant-specific, enter the Tenant ID/Domain.
Select Authorization code grant as the authentication type.
Click Sign in with Microsoft and complete the login and MFA prompt.
Connecting with Client Credentials
Recommended for a service account and unattended automation, with no user sign-in required. Available for tenant-specific connections only.
In Azure AD, go to Certificates & Secrets > New client secret, add a description and expiry, then copy the secret Value immediately.
From Overview > Essentials, collect the Application (client) ID and Directory (tenant) ID. From Users, copy the service account's User principal name.
Under Projects and Connections, click Create > Connection and select Excel.
Enter a connection name, select the project location, and choose Tenant-specific.
Enter the Tenant ID/Domain, select Client credentials as the authentication type, and enter the User ID, Client ID, and Client Secret.
Click Sign in with Microsoft to finish.
Remember to extend the refresh token expiration time if required.
Extending refresh token expiration time
This applies to connections made with Authorization Code Grant. Whenever you connect to Excel, GetAccept Automation gets an access token to be able to read and write to your workbooks. If both the access and refresh tokens expire before GetAccept Automation requests new ones, the Excel connection will no longer be valid, and a re-connection is required from the user.
To prevent interruptions, we recommend that you extend your refresh token expiration time, or set it to unlimited. You can apply and scope it to an OAuth application instead of applying it to the entire organization.
Read more about token lifetimes in the Microsoft documentation(opens new window).
Troubleshooting
AADSTS900971: No reply address provided
For the error message AADSTS900971, it means that the redirect URI value is incorrect, make sure that you've added the URI https://www.workato.com/oauth/callback in the configuration, read more about it here.
Sorry, but we're having trouble signing you in. AADSTS900971: No reply address provided.
Workbook or table not found
Confirm the file is stored in OneDrive, SharePoint, or a Group drive, and that the target range is formatted as an Excel Table.
Write actions fail
Verify you assigned the ReadWrite permissions (Files.ReadWrite / Files.ReadWrite.All), not the read-only variants.
Connection drops after a while (Authorization Code Grant)
Make sure offline_access is assigned so the connection can refresh its token.