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Display Microsoft Excel workbooks in SafetyCulture

Learn how to set up the integration to display Microsoft Excel workbooks in SafetyCulture via the web app.

How does displaying Microsoft Excel workbooks in SafetyCulture work?

Microsoft Excel is a powerful tool for managing complex data, performing advanced calculations, and building detailed reports. By embedding your Excel workbooks directly into the SafetyCulture web app, your team can collaborate on critical data without leaving their workflows. Whether you display the full workbook or specific sheets, you can provide live insights or editable content to streamline decision-making and enhance operational efficiency.

View an embedded Microsoft Excel workbook via the web app.

Embed your favorite productivity apps in SafetyCulture and transform your digital workspace into the ultimate collaboration tool.

What you'll need

1. Get the Microsoft Excel workbook embed link

  1. Log in to Microsoft 365.

  2. Click Microsoft Excel Apps iconApps from the menu on the left-hand side.

  3. Select Microsoft Excel Excel iconExcel.

  4. Click the Excel workbook you want to embed.

  5. Click File.

  6. Select Microsoft Excel Share iconShare, and then click Microsoft Excel Embed iconEmbed this workbook.

  7. In the pop-up window, customize how you want your embedded workbook to appear. Customize how you want your embedded Microsoft Excel to appear.

  8. Copy the embed code. Get the Microsoft Excel workbook embed link.

2. Display a Microsoft Excel workbook in SafetyCulture

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Integrations.

  3. Click Set up for "Microsoft Excel".

  4. In the pop-up window, click Install.

  5. Click Pencil iconEdit. Edit a Microsoft Excel installation via the web app.

  6. Click Add page.

  7. In the pop-up window, add the following details:

    • Label: Enter a name. This will appear on the left-hand side menu.

    • URL: Enter the Microsoft Excel embed link.

  8. Click Save.

  9. Click Add page to add another workbook. You can add up to 10 workbooks for your organization.

  10. View your Microsoft Excel from the menu on the left-hand side. View embedded Microsoft Excel workbook via the web app.

Frequently asked questions

Yes, you can! By default, embedded Excel workbooks are accessible to all users in your SafetyCulture organization. To restrict access to specific users, click image on the upper-right of the page, then choose the users you want to grant access to.

Edit access to embedded Microsoft Excel workbook via the web app.

Click image on the upper-right corner of the page to quickly edit the label or URL of embedded Excel workbook.

Update the label or URL of an embedded Microsoft Excel workbook via the web app.

Yes, you can remove Excel workbooks you have embedded in the web app anytime. Simply click image on the upper-right corner of the page then in the pop-up window, click Remove and confirm the removal. The workbook will be removed from your SafetyCulture organization immediately.

Remove embedded Microsoft Excel via the web app.

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