# Microsoft Excel contract management integration Source: https://contracko.com/integrations/microsoft-excel + # Microsoft Excel contract management integration Use Microsoft Excel as your contract intake form and let Contracko do the heavy lifting. Connect Microsoft Excel to Contracko via Zapier: when a new row with a contract file URL appears in your workbook, Contracko ingests the file, uses AI to extract parties, renewal dates, and key terms, and stores the structured record in a searchable repository. Retire the manual tracker without rebuilding your workflow. [Start 7-day free trial](https://app.contracko.com/register) Book demo Setup in 5 minutes. No code necessary. > Excel handles the data entry. Contracko handles the contracts. Excel is the original contract tracker. A shared workbook with formulas highlighting cells 60 days from expiry. It works until the person who built it leaves. Then formulas break, conditional formatting stops making sense, contracts get added inconsistently. Finance and legal maintain separate copies. The master workbook becomes whoever saved last. The fix is not a better spreadsheet. It is a dedicated contract repository. Contracko watches your Microsoft Excel rows, uses AI to extract the metadata you used to type by hand, and becomes the single source of truth. The Microsoft Excel row can stay as an intake form. The structured contract record lives in Contracko. ## How Microsoft Excel + Contracko works ### Trigger: new row in Microsoft Excel When a new row is added to your Microsoft Excel workbook, Zapier picks it up in seconds and passes the contract file URL plus any other row fields to the next step. Default wiring: Excel: New row in worksheet. ### Ingest into Contracko The contract file linked in the row is downloaded and sent to Contracko. Other row fields (counterparty name, owner, contract type) travel along as metadata, so context from the Microsoft Excel workbook is preserved without re-entry. ### AI reads the contract and indexes it Contracko's AI extracts renewal date, term, parties, value, and key clauses from the contract itself, not from the Microsoft Excel row. The AI-extracted fields validate and enrich the metadata you already entered. The structured record is indexed for renewal alerts, portfolio search, and audit reporting. ## Why teams using Microsoft Excel choose Contracko ### [No more manual data entry — AI extracts every term](https://contracko.com/features/contract-data-extraction) Every field you type into Microsoft Excel today (renewal date, counterparty, value, term) Contracko's AI extracts directly from the contract PDF. Same fields every time, no inconsistency, no spreadsheet to maintain by hand. ### [Stay on top of every contract with Clara, your AI assistant](https://contracko.com/features/clara-legal-ai-assistant) Clara is Contracko's AI contract assistant. She's read every contract you've signed. Ask her "which contracts auto-renew next quarter?" and she answers in seconds, with the exact clause she pulled from. ### [Catch the auto-renewal before it costs you](https://contracko.com/features/expiration-reminder) A renewal date in a Microsoft Excel column only works if someone checks the workbook every week. Contracko turns that date into a proactive alert: the right people (sales, legal, finance, ops) get pinged weeks before notice deadlines, not after. ### [Find any contract in seconds with smart search](https://contracko.com/features/contract-repository) Microsoft Excel search finds what you typed in cells. Contracko searches the full contract text. "Find all NDAs with mutual confidentiality" returns real answers in seconds, not file names you have to open one by one. ## Set up in under five minutes No engineering required. Connect both apps, pick the workbook trigger, map the contract file URL field, and you're live. Microsoft Excel Row added Zapier Filters + maps Contracko Ingests + extracts 1. Sign in to Zapier and create a new Zap. 2. Pick Microsoft Excel as the trigger app and choose "Excel: New row in worksheet". 3. Add Contracko as the action app and choose "Upload signed contract". 4. Map the contract file URL from the Microsoft Excel row to Contracko's contract field. Turn on the Zap. ## Frequently asked questions Everything you need to know about the Microsoft Excel to Contracko integration. - **Q:** Does Contracko integrate with Microsoft Excel? **A:** Yes. When a new row is added to your Microsoft Excel workbook with a contract file URL, Zapier fires the trigger and Contracko ingests and AI-extracts the contract. The integration is one-way today: Microsoft Excel to Contracko. Writing extracted data back to Microsoft Excel is on the roadmap, not yet shipped. - **Q:** Does this replace my Microsoft Excel workbook, or work alongside it? **A:** It can work either way. If your team prefers Microsoft Excel as an intake form for logging new contracts, keep using it: Contracko picks up each new row automatically. If you want to retire the tracker entirely, use Contracko's native upload UI as the primary intake. Both paths are valid. - **Q:** Does Contracko sync extracted data back to the spreadsheet? **A:** Not today. The current integration is one-way: Microsoft Excel triggers the Zap, Contracko ingests and extracts the contract. The structured record lives in Contracko. Writing AI-extracted fields back to the Microsoft Excel row is on the roadmap (it needs a Contracko Zapier trigger that fires when extraction completes). Until then, Contracko is the system of record for contract data. - **Q:** How is contract data secured during transit? **A:** All payloads between Microsoft Excel, Zapier, and Contracko are encrypted in transit (TLS 1.2+). Contracko applies enterprise-grade encryption at rest and supports SSO, audit logging, and granular role-based access on the receiving side. See our security page for more. - **Q:** Can Contracko process rows that are already in my Microsoft Excel workbook? **A:** Zapier triggers only fire on new events. For existing rows, use Contracko's batch upload to import historical contracts in bulk, or use a one-time Zap run against the existing rows. Renewal dates and key terms are extracted retroactively just like any new ingestion. Third-party app names and logos are trademarks of their respective owners. References are for compatibility only and do not imply endorsement, sponsorship, or affiliation unless stated otherwise. ## Related integrations ### [OneDrive](https://contracko.com/integrations/onedrive) ### [SharePoint](https://contracko.com/integrations/sharepoint) ### [Google Sheets](https://contracko.com/integrations/google-sheets) ## AI-powered Microsoft Excel contract management Automated renewal and deadline reminders. AI-flagged risks, liabilities, and obligations. Zero manual data entry. Contracko ingests every contract from Microsoft Excel and extracts what matters. Free trial, no credit card. [Start 7-day free trial](https://app.contracko.com/register) Book demo