You can find your Microsoft Excel application credentials by visiting your Microsoft Azure Portal.You’ll need the following information to set up your Microsoft Excel app with Paragon Connect:
Select Microsoft Excel from the Integrations Catalog.
Under Integrations > Connected Integrations > Microsoft Excel > App Configuration > Configure, fill out your credentials from the end of Step 1 in their respective sections:
Client ID: Found under Essentials > Application (client) ID on your Microsoft Azure Portal app page.
Client Secret: Found under Manage > Certificates & secrets on your Microsoft Azure Portal app page.
Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Press the purple “Save Changes” button to save your credentials.
Note: You should only add the scopes you’ve requested in your application page to Paragon.
Once your users have connected their Microsoft Excel account, you can use the Paragon SDK to access the Microsoft Excel API on behalf of connected users.See the Microsoft Excel REST API documentation for their full API reference.Any Microsoft Excel API endpoints can be accessed with the Paragon SDK as shown in this example:
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// You can find your project ID in the Overview tab of any Integration// Authenticate the userparagon.authenticate(<ProjectId>, <UserToken>);// Get Spreadsheetawait paragon.request('excel', '<workbook id>/workbook/worksheets/<worksheet name>', { method: 'GET'});// Query Spreadsheet dataawait paragon.request('excel', '[relative URL]', { method: 'GET'});
Once your Microsoft Excel account is connected, you use the Microsoft Excel Request step to access any of Microsoft Excel’s API endpoints without the authentication piece.When creating or updating records in Microsoft Excel, you can reference data from previous steps by typing {{ to invoke the variable menu.