Microsoft Excel + CATS Integration

Integrate CATS to Microsoft Excel in one click, or tell Integrately AI how you want each candidate handled. Log candidate details, track pipeline changes, update your spreadsheets, and notify your hiring team 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
  • CATS
    Candidate is added to a job in CATS Instant
  • CATS
    Candidate is created in CATS Instant
  • CATS
    Job is created in CATS Instant
  • CATS
    Job status is changed in CATS Instant
  • CATS
    Candidate is updated in CATS Instant
  • CATS
    Pipeline is updated in CATS Instant
  • CATS
    User is updated in CATS Instant
  • CATS
    Contact is created in CATS Instant
  • CATS
    Contact status is changed in CATS Instant
  • CATS
    Contact is updated in CATS Instant
  • CATS
    Company status is changed in CATS Instant
  • CATS
    Company is updated in CATS Instant
  • CATS
    Company is created in CATS Instant
  • CATS
    Activity is created in CATS Instant
Arrow Right
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
  • CATS
    Create candidate in CATS
  • CATS
    Create job in CATS
  • CATS
    Search candidate in CATS
  • CATS
    Search company in CATS
  • CATS
    Search Job in CATS
  • CATS
    Create contact in CATS
  • CATS
    Search contact in CATS
  • CATS
    Create task in CATS
  • CATS
    Create company in CATS

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Ready Workflows Ready Workflows for CATS + Microsoft Excel Integration

Capture candidate profiles, log interview notes, keep your sheets updated, alert your hiring team, and send follow-ups, all in just one click.

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

Create CATS contact for new Microsoft Excel row

Automatically creating CATS contact records for new Microsoft Excel row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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CATS + Microsoft Excel Integration

Create Microsoft Excel row for new CATS contact

When a new contact is created in your CATS, you can automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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  • 1of1
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 CATS + Microsoft Excel flow

Sync applicant tracking data with messaging, email, and document tools to keep your hiring pipeline moving. Pick a combination and activate it in one click.

Microsoft Excel
CATS
+
LinkedIn AdsLinkedIn Ads (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
DocuSignDocuSign (3)
C
M
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Add every new candidate created in CATS to your Microsoft Excel sheet, and sync campaign data in LinkedIn Ads
New CATS candidates appear in Microsoft Excel instantly while LinkedIn Ads campaign details stay updated, eliminating manual export steps.
C
M
L
When a job is created in CATS, log it in Microsoft Excel, and launch a targeted campaign in LinkedIn Ads
New job postings in CATS immediately update Microsoft Excel rows and trigger campaign creation in LinkedIn Ads.
C
M
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If a candidate is updated in CATS, refresh the Microsoft Excel row and update LinkedIn Ads targeting
Candidate updates in CATS automatically adjust Microsoft Excel rows and refine LinkedIn Ads audiences.

Supported triggers and actions for Microsoft Excel and CATS

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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CATS
CATS Triggers & Actions
Instant
Candidate is added to a job in CATS
Triggers the automation when a candidate is added to a job
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Instant
Candidate is created in CATS
Triggers the automation when a new candidate is added
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Instant
Job is created in CATS
Triggers the automation when a new job is created
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Instant
Job status is changed in CATS
Triggers the automation when the status of any job changes
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Instant
Candidate is updated in CATS
Triggers the automation when a candidate profile is updated
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Instant
Pipeline is updated in CATS
Triggers the automation when a pipeline is updated
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Instant
User is updated in CATS
Triggers the automation when a user's information is updated
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Instant
Contact is created in CATS
Triggers the automation when a new contact is created
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Instant
Contact status is changed in CATS
Triggers the automation when a contact's status is changed
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Instant
Contact is updated in CATS
Triggers the automation when a contact is updated
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Instant
Company status is changed in CATS
Triggers the automation when a company's status is changed
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Instant
Company is updated in CATS
Triggers the automation when a company is updated
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Instant
Company is created in CATS
Triggers the automation when a new company is created
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Instant
Activity is created in CATS
Triggers the automation when a new activity is created
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Create candidate in CATS
Generates a new candidate profile
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Create job in CATS
Generates new job
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Search candidate in CATS
Searches through candidate profiles
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Search company in CATS
Finds information about a company
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Search Job in CATS
Searches for a job
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Create contact in CATS
Adds a new contact to the database
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Search contact in CATS
Finds and retrieves contact information
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Create task in CATS
Creates a new task
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Create company in CATS
Generates a new company profile with given details
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What can you automate with CATS + Microsoft Excel?

Streamline your recruiting workflow by connecting applicant tracking events directly to spreadsheet calculations and reports.

What you can automate?
📝
Log every new CATS candidate in Microsoft Excel
Automatically capture new applicant submissions from CATS and create corresponding rows in Microsoft Excel without manual copy-pasting. Keep your tracking sheets perfectly aligned with your active talent pool.
📋
Capture every submitted candidate detail
Map complete candidate profiles including contact information, job titles, and custom fields into separate Microsoft Excel columns. Transform unstructured applicant data into clean, report-ready spreadsheet rows.
🔔
Notify your hiring team instantly
Alert stakeholders the moment a high-value candidate or new job opening is created in CATS. Ensure your entire recruitment group stays informed of pipeline developments without checking dashboards.
🔀
Route records based on submitted criteria
Evaluate department tags or job categories on incoming CATS records and send them to specific Microsoft Excel worksheets or tables. Tailor your logging structure to match different hiring departments.
🔄
Keep spreadsheet rows updated as records change
Automatically update existing Microsoft Excel rows whenever candidate profiles, job statuses, or pipeline stages are modified in CATS. Eliminate stale spreadsheet data and conflicting records.
🔍
Search and update instead of creating duplicates
Look up existing records in Microsoft Excel using candidate email addresses before adding new rows. Prevent duplicate entries and maintain a clean, unified recruitment database.
📅
Handle later status changes and stage updates
Track pipeline milestones such as interview completion, offers extended, or candidate rejection by updating Microsoft Excel rows when CATS statuses shift. Keep historical records accurate and up-to-date.
🚀
Extend your workflow to Slack or Gmail
Trigger multi-step automations where CATS and Microsoft Excel handle data logging while Slack posts team notifications or Gmail sends automated outreach. Connect your entire recruitment stack seamlessly.
And much more...

Who is CATS + Microsoft Excel integration for?

Recruiting teams, hiring managers, and HR professionals rely on this integration to eliminate manual spreadsheet updates and keep applicant tracking data perfectly synchronized.

Talent acquisition leaders
Talent acquisition leaders
Hiring managers
Hiring managers
Recruitment agencies
Recruitment agencies
High-volume recruiters
High-volume recruiters
HR coordinators
HR coordinators
Compliance officers
Compliance officers
📈
Talent acquisition leaders
You're reviewing recruitment metrics across multiple roles but your tracking sheet only updates when someone manually exports candidate lists, so the row counts you're reporting against are always a few hours behind — this integration means every new applicant lands in the sheet instantly and your hiring data stays current.
Hiring managers
You need to evaluate incoming talent fast, but applicant details sit trapped in CATS until someone copies them over to your evaluation spreadsheet, meaning review cycles drag on — connecting these apps means every submission populates your worksheet immediately so you can review candidates the moment they apply.
🤝
Recruitment agencies
You answer to external clients who expect up-to-the-minute pipeline reports built in Microsoft Excel, but manual copy-pasting leaves gaps and delays updates — with this integration, every candidate status change in CATS reflects instantly in your client-facing spreadsheets without manual intervention.
📊
High-volume recruiters
You process hundreds of applicant profiles every week and manual spreadsheet entry leads to missed records and fatigue, leaving your pipeline incomplete — automating both apps means every candidate record is logged accurately in Excel rows the second they enter CATS.
🔄
HR coordinators
You own the downstream interview scheduling and documentation steps but depend on recruiters to manually hand over applicant details, causing bottlenecks — this integration means candidate creation in CATS automatically populates your tracking rows so your next-step workflows start without delay.
📋
Compliance officers
You need a reliable, unbroken history of every candidate interaction for audit readiness, but manual record-keeping always introduces missing entries — connecting these apps means every pipeline movement and status change is logged permanently in your Microsoft Excel archive.
Our team

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Why choose Integrately to automate Microsoft Excel + CATS

Build and manage your Microsoft Excel + CATS 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 + CATS 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CATS to Microsoft Excel?
Frequently Asked Questions
You can connect CATS to Microsoft Excel in 1 click using ready templates or by using Integrately AI to build custom workflows. It also supports tools like Slack, Gmail, and Google Drive with over 42,000+ active users.
Can I automatically log new CATS candidates into Microsoft Excel rows?
Frequently Asked Questions
Can I connect CATS, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CATS and Microsoft Excel?
Frequently Asked Questions
How does CATS data sync with Microsoft Excel spreadsheets?
Frequently Asked Questions
Can I update existing Microsoft Excel rows when candidate details change in CATS?
Frequently Asked Questions
Do I need coding skills to automate CATS and Microsoft Excel?
Frequently Asked Questions
Is the CATS and Microsoft Excel integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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Microsoft Excel
Popular Microsoft Excel Integrations
Sync Microsoft Excel with accounting, project management, and reporting tools to keep data working across your stack.