Workbook Connector for Microsoft 365

Description

Workbook Connector for Microsoft 365 allows you to 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, CSV imports, or complicated automation workflows.

Built for performance, reliability, and scalability, this plugin uses the official Microsoft Graph API for secure communication with Microsoft services.

✔ Automatically send form entries to Excel
✔ Supports Fluent Forms
✔ Supports Contact Form 7
✔ Supports Gravity Forms
✔ Supports WPForms
✔ Works with Excel files stored in OneDrive
✔ Select workbook, worksheet, and table
✔ Secure OAuth connection with Microsoft
✔ No coding required
✔ Real-time form to Excel sync

Perfect for:

• Form automation
• Customer inquiries
• Lead generation
• CRM integration
• Data logging
• Internal reporting
• Reporting & analytics
• Automation pipelines

Key Features

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

✅ Direct Excel Table Support
Data is inserted directly into Excel tables for structured and reliable storage.

✅ Multi-Form Plugin Integration
Supports Fluent Forms, Contact Form 7, Gravity Forms, and WPForms.

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

✅ Worksheet & Table Detection
Select exact worksheet and table for form data insertion.

✅ Real-Time Sync
Form entries are pushed instantly after submission.

✅ Performance Optimized
Uses caching and Microsoft Graph API optimization for better performance.

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

Future Development

Workbook Connector for Microsoft 365 is built on a modular architecture, allowing rapid expansion without affecting current integrations.

Upcoming integrations planned:

• Ninja Forms
• Formidable Forms
• Forminator
• JetFormBuilder
• Elementor Forms
• WooCommerce Orders
• Easy Digital Downloads
• Divi Forms
• Avada Forms

Development priorities are guided by user feedback.

Requirements

• WordPress 5.8 or higher
• PHP 7.4 or higher
• Microsoft 365 account
• OneDrive storage enabled
• At least one supported form plugin installed:

• Fluent Forms
• Contact Form 7
• Gravity Forms
• WPForms

How It Works

1. User submits a supported WordPress form
2. Workbook Connector captures the submission
3. Microsoft Graph API sends the request
4. Data is inserted into the selected Excel table

Everything works 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 third-party servers
• Data is transmitted only to Microsoft services
• No analytics or tracking scripts
• No third-party sharing

All tokens are securely stored using the WordPress Options API.

External Services

This plugin communicates with:

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

Purpose:

• Retrieve Excel files
• Retrieve worksheets
• Retrieve tables
• Insert rows
• Fetch user account data

Data Sent:

• OAuth tokens
• Workbook identifiers
• Worksheet identifiers
• Table identifiers

Privacy Policy:
https://privacy.microsoft.com/

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

Purpose:

• Retrieve Microsoft API credentials
• Facilitate secure OAuth setup

Data Sent:

• Plugin identifier
• Site request metadata

No personal form submission data is transmitted.

Disclaimer

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

This plugin is not affiliated with or endorsed by Microsoft.

License

This plugin is licensed under GPLv2 or later.