This guide explains how to link Microsoft Excel on macOS with your Flowsite flows so that data from your Flowsite flows updates automatically in Excel. Because the traditional Excel web connector isn’t available on the Apple version of Excel, you’ll use the Power Query blank query method with your flow’s URL and credentials to pull in the CSV data. This is for users who already have a Flowsite flow created and want live data in Excel.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, Platinum
Permission: You will need to have the URL, Username and Password provided during the flow creation on hand
Skills Required: Excel (basic)
Device Type: Mac computer
Subscription: Flowsite integration access
Step-by-Step Instructions
Open Microsoft Excel on your Mac.
Go to the Data tab and click Get Data (Power Query).
Select Blank query.
When the blank query editor opens, overwrite the existing script with the following code block:
let
baseUrl = "INSERT",
username = "INSERT",
password = "INSERT",
urlWithAuth = baseUrl & "?username=" & Uri.EscapeDataString(username) & "&password=" & Uri.EscapeDataString(password),
Source = Web.Contents(urlWithAuth),
ImportedData = Csv.Document(Source, [Delimiter=",", Columns=null, Encoding=1252, QuoteStyle=QuoteStyle.None])
in
ImportedData
5. Replace where it says "INSERT" with the values for URL, username, password
6. Click Next.
7. Click Configure connection when prompted.
8. Choose Basic authentication.
9. Enter your Username and Password again.
10. Click Connect to finalize the connection and load your data into Excel.