Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including MS Word & Excel.

Step 2: Create a new instance of MS Word & Excel

In the app integration section, find and click on the MS Word & Excel integration card. Click it to start the integration process. Use the private or shared instance to connect your MS Word & Excel account to Pronnel.

Step 3: How to get the shareable URL of a Microsoft Word file

To get the shareable URL of a Microsoft Word file, you can click on the three-dot menu on the document or sheet and select "Share". Then, copy the shareable URL and paste it into the Pronnel integration.

Step 4: How to get the shareable URL of a Microsoft Excel file

To get the shareable URL of a Microsoft Excel file, you can click on the three-dot menu on the document or sheet and select "Share". Then, copy the shareable URL and paste it into the Pronnel integration.

Step 5: Configure MS Word & Excel in view

After successful creation of instance, create new view and add MS Word & Excel app by clicking on +View and select MS Word & Excel from Apps. Here, you can select which MS Word & Excel files you want to integrate with your Pronnel boards add link to the file. Choose the files that are relevant to your current projects. You can also configure which file events (file updates, new comments, file approvals) you want to track and sync with your Pronnel workflow.

Step 6: Configure MS Word & Excel in item

Configure the URL of the Miro board you want to integrate with your Pronnel item. You can also create a new instance of Miro and connect it to Pronnel item.

Step 6: Configure MS Word & Excel in Dashboard

Configure the URL of the MS Word & Excel file you want to integrate with your Pronnel dashboard. You can also create a new instance of MS Word & Excel and connect it to Pronnel dashboard.

Conclusion

MS Word & Excel integration with Pronnel creates a powerful bridge between your project management workflows and Microsoft Word & Excel files. By following this guide, you can seamlessly connect your project management boards, track project reviews, and automate routine project management tasks.
The integration allows you to maintain visibility into your project management progress directly from your Pronnel boards, ensuring that project managers and team members stay aligned. With automated workflows, you can reduce manual updates and focus on what matters most - creating great projects.
Remember to regularly review and update your integration settings as your projects evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.

Start Integrating MS Word & Excel with Pronnel

Frequently Asked Questions About MS Word & Excel Integration with Pronnel

Do embedded files trigger automations?

No. This integration is read/edit only and does not trigger Pronnel automations.

Are files stored in Pronnel?

No. Files stay in OneDrive/SharePoint. Pronnel embeds the live file.

How is access controlled?

By your Microsoft 365 sharing settings. Users need access in Microsoft to view or edit in Pronnel.