Setup guides · Spreadsheets

Connect Excel (Microsoft 365) to ZeroDelay

Once connected, your team asks Excel (Microsoft 365) questions on WhatsApp, Telegram or the web app, in English, Hindi or Gujarati, and gets the answer in seconds. Everyone sees only the accounts you assign to them.

What people can ask

Whatever your mapped tabs hold: a customer’s balance (“balance of Shah Traders”) or an item’s stock (“stock of cement”).

How to connect

1. In your ZeroDelay console, open Connections → Excel (Microsoft 365) and enter the workbook you want to use.
2. Click Sign in with Microsoft and approve read access on Microsoft’s own screen.
3. Map your tabs: which tab lists customers (name, balance) and which lists items (name, stock on hand, and optionally unit and location). Map at least one.
4. People can then ask balances and stock from that sheet.

What ZeroDelay reads

Only what someone asks for, when they ask. We send the answer and keep a reference, not a copy of your records; customer and item names are cached for up to a day so names can be matched. The connection is read-only: nothing is changed in Excel (Microsoft 365).

Disconnect

In the console, open Connections and remove Excel (Microsoft 365). You can also remove ZeroDelay from the connected apps in your Microsoft account.

Need help?

Email [email protected] or book a setup call.