{"id":5738,"date":"2021-06-02T08:00:39","date_gmt":"2021-06-02T08:00:39","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/spreadsheets\/"},"modified":"2026-06-03T05:50:48","modified_gmt":"2026-06-03T05:50:48","slug":"spreadsheets","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/spreadsheets\/","title":{"rendered":"How Can I Use Process Street with Excel or Google Sheets?"},"content":{"rendered":"<p>There are many ways you can integrate spreadsheets into your <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> workflows.<\/p>\n<ol>\n<li>Integrate <a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\">Process Street with Google Sheets<\/a> via an automation<\/li>\n<li>In a workflow task, upload a spreadsheet to a <a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\">file widget<\/a> that others can download and use or refer to when completing a process<\/li>\n<li>In a workflow task, use the <a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">embed widget<\/a> to embed a Google Sheet or Excel sheet directly into your process so that users can see and interact with your sheet without having to leave the workflow run<\/li>\n<li>In a workflow task, link to a spreadsheet that is hosted on <a href=\"https:\/\/www.process.st\/dropbox-vs-google-drive\/\">Google Drive<\/a> or an excel doc hosted on OneDrive or Dropbox. This is useful if you want a single source of truth for the spreadsheet or want people to update the spreadsheet as part of your process<\/li>\n<li>Connect with Google Sheets or Excel (must be using Office 365) via <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">Zapier<\/a> and automatically send data from your workflow runs (such as form field data) to spreadsheets<\/li>\n<li>Export your workflow runs to <a href=\"https:\/\/www.process.st\/help\/docs\/csv\/\">CSV<\/a> from your <a href=\"https:\/\/www.process.st\/help\/docs\/reports\/\">reports<\/a> and from workflows<\/li>\n<li>\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/running-multiple-checklists\/\">Run multiple workflows<\/a> from a CSV file<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>There are many ways you can integrate spreadsheets into your Process Street workflows. Integrate Process Street with Google Sheets via an automation In a workflow task, upload a spreadsheet to a file widget that others can download and use or refer to when completing a process In a workflow task, use the embed widget to [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[208],"ht_kb_tag":[289,290,291,292],"class_list":["post-5738","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-faq","ht_kb_tag-embed-widget","ht_kb_tag-excel","ht_kb_tag-google-sheets","ht_kb_tag-spreadsheet"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5738","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":2,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5738\/revisions"}],"predecessor-version":[{"id":10036,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5738\/revisions\/10036"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5738"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5738"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}