How to integrate Excel online with enables users to integrate Excel online with their accounts and automate their key results progress update.

Once you do so, your key results can be connected to Excel online in your Google account and you can auto-update your progress.

Note: To perform this task, you must have Microsoft administrator email credentials. The same email id should be used to sign-up into

Step 1

Note: Only the Superusers can integrate Excel Online with account.

Go to Settings → Integrations → User Level Connectors.


Step 2

Enable the Excel online toggle in the User Level Connectors.

User level Connectors

After enabling it at the firm level.

Enable Excel Online

Step 3

Go to Preferences → Integrations.

Sidebar Integration Menu

Step 4

In Integrations page, click on the Manage button of Excel Online

Excel Online Integration

Click on Sign in to Excel Online.

Sign in to Excel Online

Step 5

Enter your Microsoft email address and click Next.

Sign in Microsoft account

Enter your password and click Next.

Enter Microsoft account password

After getting connected,

Manage Excel Online Connectors

Step 6

Create Key Result using Step by Step Guide or Using Form.

Note: We can use only numeric as the value, so we can select only three KPI. They are Increase, Decrease, and Control KPI.

Let’s create the Key Result using Increase KPI and click Next.

Enable the Auto Update.

auto Update

After enabling it, choose the connection as Excel Online.

Choose Excel Online

While connecting to the Excel online, the email ID will be present by default. Type the Spreadsheet name and select the Sheet name.

Connect to Excel Online

Select the spreadsheet from OneDrive and click Open.

OneDrive Folder

Choose Excel file

Select the sheet name.

Choose Sheet Name

After that, set the column and row name.

Add Excel Online

The current value in the spreadsheet will be automatically updated by setting the column & row value.

After adding it, we’ll be getting the result as shown below.

Getting Result

We should manually add From and To value.

Select the Target Date for the Key result and click Next.

If you want you can edit the Key Result name and you can add Additional Context. Finally, click Next.

Add the employee or the department you have to assign.

After assigning the employees click Next.

Select the day for updating the Key Result and finally, complete it.


After completing it you’ll be getting the Key Result as shown below.

Get Key Result Excel

While updating the Key result i.e. check-in process you’ll be getting the current value of the Row and Column.

After that, you can check-in.

Get Key Result Excel

If you check-in you’ll be redirected to the review page. Finally, you can Update it.

Key Result Check-in Value

After Updation, your progress will be updated in your key result.

Update KR