Connect Planning Center and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Planning Center to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Planning Center with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New List Result" from Planning Center.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Planning Center and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ListRequired
Try ItTriggerPolling- FormRequired
Try ItTriggerPolling- New Profile
Triggers when a new Profile is created.
Try ItTriggerPolling - Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling
- New Donation
Triggers when a donation is received.
Try ItTriggerPolling - Service TypeRequired
Try ItTriggerPolling- WorkflowRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling
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Practical ways you can use Planning Center and Microsoft Excel
Sync new user profiles with Excel.
Automatically track new user profiles created in Planning Center by adding them to a designated worksheet in Excel. This helps keep a detailed and organized record of new users for further analysis or reporting.
IT
Export new form submissions to Excel.
Every time a form is submitted in Planning Center, Zapier adds the submission details as a new row in an Excel worksheet. This automation streamlines form data analysis and reporting, saving time on manual data entry and improving accuracy.
Marketing & Marketing OpsLog new workflow cards in Excel.
When a new workflow card is created in Planning Center, Zapier automatically logs it as a new row in an Excel worksheet. This ensures project managers can track tasks or requests more effectively, aiding in project visibility and progress tracking.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Planning Center + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and Microsoft Excel
Can I trigger an action in Microsoft Excel using data from Planning Center?
Yes, you can set up triggers in Planning Center to trigger actions in Microsoft Excel. For instance, when a new event is created in Planning Center, you can automatically add a new row in an Excel spreadsheet with the event details.
How do I update a row in Excel when a change is made in Planning Center?
You can create a workflow that automatically updates a specific row in Excel whenever there is a change made to certain fields or status updates in Planning Center. This ensures your Excel data reflects the most current information without manual input.
Is it possible to export data from Planning Center into an existing Excel file?
Certainly! You can set up an integration that allows data from Planning Center to be exported directly into an existing Excel file. This can be configured so that new entries are appended as rows to your chosen spreadsheet.
Can I use filtered data from Planning Center to trigger actions in Excel?
Yes, filtering data within Planning Center before it triggers an action is achievable. For instance, only events meeting certain criteria could trigger the creation of rows or updating of cells within your Excel workbook.
What types of automated reports can I generate in Excel using data from Planning Center?
Automated reports such as attendance tracking, budget analysis, and schedule summaries can be generated by importing and structuring relevant data from Planning Center into your organized sheets or pivot tables within Excel.
How often does the integration sync between Planning Center and Microsoft Excel?
The frequency of syncing between these platforms depends on how you configure your automation settings. Real-time updates are possible for near-instant synchronization whenever changes occur.
What happens if there's an error during the automation process between these platforms?
We handle errors gracefully by notifying you immediately if something goes wrong during the automation process. You will receive detailed logs that point out where exactly the integration failed so you can quickly resolve issues and ensure smooth operation.
