Workbook Connector for Microsoft 365

Workbook Connector for Microsoft 365 allows you to seamlessly connect your WordPress website with Microsoft Excel files stored in Microsoft 365 / OneDrive.

The plugin enables automatic transfer of form submissions into Excel tables — no manual exports, no CSV files, no complex workflows.

Designed for reliability, performance, and ease of use, this plugin uses the official Microsoft Graph API for secure communication with Microsoft services.

✔ Automatically send Fluent Forms entries to Excel
✔ Works with Excel files stored in OneDrive
✔ Select workbook, worksheet, and table
✔ Secure OAuth connection with Microsoft
✔ No coding required

This plugin is ideal for:

• Lead collection
• CRM workflows
• Data logging
• Reporting & analytics
• Automation pipelines

Key Features

✅ Microsoft 365 Integration
Securely connect your site with Microsoft using OAuth authentication.

✅ Direct Excel Table Support
Data is inserted directly into Excel tables — no formatting issues.

✅ Fluent Forms Integration
Automatically capture and sync submissions from Fluent Forms.

✅ Dynamic Workbook Selection
Choose Excel files directly from your OneDrive account.

✅ Worksheet & Table Detection
Select the exact destination for your data.

✅ Performance Optimized
Uses caching and rate-limit handling for Microsoft Graph API.

✅ Secure & WordPress-Compliant
Nonce verification, capability checks, and sanitization implemented.

Future Development

Workbook Connector for Microsoft 365 is built using a modular framework, allowing new integrations to be added without affecting existing functionality.

The plugin currently integrates with Fluent Forms. Support for additional form plugins such as Contact Form 7, Ninja Forms, WPForms, and others is under consideration for future releases.

Development priorities are guided by user feedback and adoption.

Feature availability may vary by version.

Requirements

• WordPress 5.8 or higher
• PHP 7.4 or higher
• Microsoft 365 account
• OneDrive storage enabled
• Fluent Forms plugin installed & active

How It Works

1. User submits Fluent Form
2. Plugin captures submission
3. Microsoft Graph API request is sent
4. Data is inserted into Excel table

All automatically, in real-time.

Security & Privacy

This plugin communicates directly with Microsoft Graph API using secure OAuth authentication.

• No form submission data is stored on external servers
• Data is transmitted only to Microsoft services required for functionality
• No tracking or analytics scripts
• No third-party data sharing

All tokens are stored securely using the WordPress Options API.

External Services

This plugin connects to external Microsoft services to enable Excel and Microsoft 365 functionality.

The plugin communicates with the following services:

1. Microsoft Graph API
   Used to access Excel workbooks, worksheets, tables, and user account information.

Service Provider: Microsoft Corporation
Service URL: https://graph.microsoft.com/

Purpose of Service:

• Retrieve Excel files from OneDrive
• Retrieve worksheets and tables
• Insert rows into Excel tables
• Fetch authenticated user details

Data Sent:

• OAuth access tokens
• Microsoft account authorization data
• Workbook / worksheet / table identifiers

Data is transmitted securely over HTTPS.

For details, please review Microsoft’s privacy policy:
https://privacy.microsoft.com/

1. OAuth Credential Service
   Used to retrieve Microsoft API credentials required for plugin operation.

Service Provider: GSheetConnector / Western Deal
Service URL: https://oauth.gsheetconnector.com/

Purpose of Service:

• Retrieve Microsoft API client credentials
• Facilitate secure OAuth configuration

Data Sent:

• Plugin identifier
• Site request parameters

No personal user data or form submission data is transmitted to this service.

The plugin only communicates with these services when required for functionality.

Disclaimer

Microsoft, Excel, and Microsoft 365 are trademarks of Microsoft Corporation.

This plugin is not affiliated with or endorsed by Microsoft.

License

This plugin is licensed under the GPLv2 or later.

1. Upload the plugin to the /wp-content/plugins/ directory
   OR install via WordPress Plugins screen.

2. Activate the plugin through the Plugins menu.

3. Navigate to:

   Admin → Workbook Connector

4. Click Connect and authorize access.

5. Create a Feed under the Feeds tab.

6. Select:

   • Excel File
   • Worksheet
   • Table

7. Save settings — done ✅

Does this plugin require Microsoft API credentials?

No manual configuration is required. The plugin handles Microsoft authentication securely using OAuth.

Where should my Excel file be stored?

Your Excel file must be stored in OneDrive associated with your Microsoft 365 account.

Why must I use Excel tables?

Excel tables ensure structured, reliable data insertion and prevent column mismatch issues.

Can I connect multiple forms?

Yes. You can create multiple feeds for different forms and Excel files.

Does this plugin work with other form plugins?

Currently optimized for Fluent Forms. Support for additional form plugins may be added in future versions.

Is this plugin affiliated with Microsoft?

No. This plugin is independently developed and not affiliated with Microsoft.

What permissions does the plugin request from Microsoft?

The plugin requests only the permissions required to read Excel files and insert data into selected workbooks using Microsoft Graph API.

1.0.2

• Solved Nonces and User Permissions Needed for Security

1.0.1

• Updated the readme as per (Guideline 6, 7 & 9)!

1.0.0

• Initial release
• Connecting WordPress based Fluent Forms to Microsoft Workbook to send the form submissions
• Integration Method as per Standards
• Form Feed Settings to Send Fluent Form Submissions