This article explains how you can send Data Notifications from Excel using ipushpull. You can use ipushpull to send data-driven notifications from Excel to email, SMS and chat apps like Slack, MS Teams and Symphony.
1. Sign up for ipushpull and install our Excel add-in
First, make sure you have signed up to ipushpull and installed our Excel add-in.
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This article is a step-by-step guide to setting up a real-world Excel spreadsheet which sends email, SMS and chat notifications when data in the sheet updates.
Please make sure that you have successfully completed the Getting Started: How to send Data Notifications from Excel guide before going further.
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1. Login to ipushpull and download the Advanced Notifications
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Demo Sheet.
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Start Excel, select the ipushpull tab (1) on the Excel ribbon then Login (2)
Press the Start button
Download the Advanced Notifications Demo Sheet and open it. This sheet demonstrates how you can send notifications when events occur in your spreadsheet. It looks like this:
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3. Link the spreadsheet to your Notifications Page
You trigger notifications by sending updates from Excel to your ipushpull Notifications Page. We’ve already added the iPush() function that does this into cell C7 in the Notifications Demo sheet. Next you’ll configure it by entering your Folder and Page name.
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Enter your Notifications Page Name into the cell coloured orange (C5).
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If you don’t know your Folder and Page Name, you can find them in the ipushpull app here.
4. Set up your Notification
Now choose what message to send and who to send it to.
Enter a Notification Name into the cell coloured purple (F4). This can be anything you like - it’s for your own reference and is useful when managing multiple notifications.
Enter one or more Notification Destinations (separated by commas) into the cell coloured blue (I4). You can view or create your Destinations in the ipushpull app here.
Enter the message you want to send into the cell coloured green (J4). This can also be anything you like.
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5. Trigger your Notification
You are now ready to send a notification from your spreadsheet!
The value in the cell coloured red (H4) is used to trigger your notification. When it changes from FALSE to TRUE the message you entered in J4 will be sent to the Destinations you entered in I4.
Try it:
Change the value in H4 to TRUE
Check your email inbox, mobile or cellphone or chat application to see the message
If you received your notification, well done! You can now start sending Notifications from your own spreadsheets by creating triggers that change from False to True when your data changes. See this real-world example for more details.
If you didn’t receive your notification, check our troubleshooting tips below.
6. Troubleshooting
If your notifications haven’t arrived, check:
Have you logged into ipushpull and pressed the Start button on the Excel ribbon?
Are you pushing to the Notifications Page in your Folder?
Are your Destinations correct?
If you’ve sent an email notification, is it in your spam folder?
For full troubleshooting help see Troubleshooting Notifications Problems.
Next steps
You've successfully sent Notifications from your Excel sheet to your Destinations.
Next steps:
I want to add another trigger:
How To Add Another Trigger to an Existing Notification
I want to edit my emails and add another user to the list:
How To Add, Edit and Delete users from an existing Destinations List
I have added a new Teams Channel to my Destinations, how do I add this to an existing Notification Page in Excel:
How to add a new destination and edit an existing Notification Page in Excel
I want to add Notifications to another Excel sheet:
Create a new Notifications page and link it to your Excel sheet
For further help visit the ipushpull Support site.
Notifications Demo Sheet:
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2. Work in Progress
Congratulations on getting this far!