Microsoft Excel + Raisely Integration

Integrate Microsoft Excel to Raisely in one click, or tell Integrately AI how you want each donation handled. Log campaign donations, update supporter rows, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely Instant
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2.
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely

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Ready Workflows Ready Workflows for Microsoft Excel + Raisely Integration

Capture campaign donations, organise supporter records, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Excel + Raisely Integration

Create Raisely person for new Microsoft Excel row

Are you tired of manually creating Raisely person for every new Microsoft Excel row? Well, there's a better way! With our new automation, you can automatically create Raisely person for new Microsoft Excel rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Raisely {{action.Contact} creation!
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Raisely + Microsoft Excel Integration

Create Microsoft Excel row for new Raisely person

When a new person is created in your Raisely software, automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Excel + Raisely flow

Sync your campaign records and financial data with email marketing, messaging, and storage tools. Pick a combination and activate it in one click.

Microsoft Excel
Raisely
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
StripeStripe (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
Google DriveGoogle Drive (6)
+
TypeformTypeform (6)
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Add every new Raisely donor to Microsoft Excel and subscribe them in Mailchimp
Donation details land in Microsoft Excel and Mailchimp instantly, so your mailing list stays updated without manual exports.
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Log every Microsoft Excel row in Raisely as an offline donation and tag them in Mailchimp
Microsoft Excel spreadsheet entries become offline donations in Raisely and receive tags in Mailchimp automatically.
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If a Raisely donation is refunded, update Microsoft Excel and remove the tag in Mailchimp
Refunded donations update your Microsoft Excel records and adjust supporter tags in Mailchimp without manual checks.
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When a Raisely subscription fails, update Microsoft Excel and unsubscribe the contact in Mailchimp
Failed subscriptions update your Microsoft Excel tracking sheet and remove the billing tag in Mailchimp automatically.
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Use ChatGPT to analyse Raisely donor feedback, update Microsoft Excel, and tag contacts in Mailchimp
ChatGPT analyses Raisely donor comments before updating Microsoft Excel and applying the correct tag in Mailchimp.
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Turn every new Raisely campaign into a Microsoft Excel worksheet and create a launch announcement in Mailchimp
New Raisely campaigns generate a Microsoft Excel worksheet and trigger an announcement email in Mailchimp automatically.

Supported triggers and actions for Microsoft Excel and Raisely

Mix and match to build the exact automation you need

Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
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Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
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Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
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Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
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Create row in Microsoft Excel
Adds a new row to a designated dataset
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Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
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Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
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Create row in table in Microsoft Excel
Adds a new row to an existing table
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Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
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Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a tag
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What can you automate with Microsoft Excel + Raisely?

Streamline your fundraising operations by automatically connecting campaign activity with your spreadsheet records.

What you can automate?
📥
Log every new donation in Microsoft Excel automatically
Capture every contribution made in Raisely as a new row in Microsoft Excel instantly. Eliminate manual data entry and keep your fundraising spreadsheets up to date.
📋
Capture every submitted supporter field in detail
Map available Raisely donor answers into separate Microsoft Excel columns instead of just names and emails. Your workbook becomes a more useful resource for reporting.
🔔
Notify your team the moment a gift arrives
Send instant alerts to your fundraising channel whenever a significant donation or campaign update occurs. Keep your entire organization informed in real time.
🔀
Route donations based on campaign criteria
Perform different actions depending on the specific campaign or gift amount submitted. Send VIP donations to dedicated worksheets and standard gifts to general logs.
🔄
Keep spreadsheet records updated as gifts change
Automatically update existing Microsoft Excel rows when subscription statuses change or donations are refunded in Raisely. Maintain accurate records without manual editing.
🔍
Search and update instead of creating duplicates
Look up existing supporter rows by email address before creating new entries in Microsoft Excel. Keep your spreadsheets clean and free of duplicate contact records.
⚙️
Handle recurring subscription and refund events
Automate workflows for successful renewals, failed billing attempts, and refunded contributions. Ensure your financial tracking reflects every subscription lifecycle change.
🔗
Extend your workflow to messaging and email tools
Connect your core Microsoft Excel and Raisely data flow to Slack or Mailchimp. Notify teams and trigger follow-up communications as part of a single multi-step automation.
And much more...

Who is Microsoft Excel + Raisely integration for?

Connecting Microsoft Excel and Raisely helps fundraising teams, finance leads, and non-profit managers eliminate manual data entry and keep records perfectly synced.

Fundraising analysts
Fundraising analysts
Campaign managers
Campaign managers
Non-profit directors
Non-profit directors
Donor relations teams
Donor relations teams
Finance leads
Finance leads
Operations coordinators
Operations coordinators
📈
Fundraising analysts
You're reviewing campaign performance across multiple spreadsheets but your tracking sheet only updates when someone manually exports donor data, so the contribution totals you're reporting against are always a few hours behind — with this integration, every new donation lands in the sheet instantly and your data stays current.
Campaign managers
You need to acknowledge major gifts immediately but find out about new contributions hours after they happen because notification workflows are broken — automating both apps means every high-value donation triggers an instant alert and your stewardship team can act without delay.
📊
Non-profit directors
You answer to a board of directors that wants to see up-to-date fundraising progress before every meeting, but compiling figures by hand leaves room for errors — connecting these apps means every campaign metric flows automatically into your master spreadsheet and your reports are always ready.
💸
Donor relations teams
The volume of incoming campaign gifts is too high for anyone to keep up by hand, leading to missed thank-you notes and frustrated supporters — this integration means every donor record is captured and processed instantly so no contribution ever slips through the cracks.
🤝
Finance leads
You own the reconciliation process and depend on campaign managers to hand over donation logs before you can balance the accounts — automating both apps means financial records flow straight from your fundraising platform into your accounting worksheets the moment a gift arrives.
🗂️
Operations coordinators
You need a reliable history of all recurring subscriptions and keep finding gaps in your tracking sheets due to manual copy errors — integrating these apps means every subscription event is logged accurately and your historical records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Excel + Raisely

Build and manage your Microsoft Excel + Raisely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Excel + Raisely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Excel to Raisely?
Frequently Asked Questions
You can connect Microsoft Excel to Raisely in one click using ready templates or ask Integrately AI to build your custom workflow. It connects your fundraising data with tools like Mailchimp, Slack, and Stripe instantly.
Can I automatically log Raisely donations in Microsoft Excel?
Frequently Asked Questions
Can I connect Microsoft Excel, Raisely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Excel and Raisely?
Frequently Asked Questions
How do Microsoft Excel rows update when a Raisely donation changes?
Frequently Asked Questions
Can Raisely profile updates be synced to Microsoft Excel?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Excel and Raisely?
Frequently Asked Questions
Is the Microsoft Excel and Raisely integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Excel or Raisely With 1500+ Other Apps

Microsoft Excel
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