API Credentials for Office 365 Excel

Guide to obtaining tokens, keys, and connections.

This guide will help you obtain the 3 required values to connect your Office 365 (Excel for the web) account to Botize: Tenant Id, Client Id, and Client Secret. Before you begin, make sure your Microsoft 365 account is a business or educational account. Personal Microsoft accounts (such as hotmail.com, outlook.com, or live.com) cannot create applications in Azure, so the connection will not work.

Client Id

1

Open your browser and go to the Azure Portal: https://portal.azure.com
2

Sign in using your Microsoft 365 business or educational account (the same one you use for your organization’s Office 365).
3

At the top of the portal, you will see a search bar. Type the word "registration" and look for the option "App registrations".
4

Click on "App registrations" to access the section where new applications are created.
5

Inside "App registrations", click on the "+ New registration" button to create a new application.
6

In the Name field, enter a recognizable name, for example: Botize.
7

In the "Supported account types" section, select the first option: Accounts in this organizational directory only.
8

In the "Redirect URI" section, choose the type "web" and enter the following URL exactly as shown, all in lowercase: https://botize.com/callback/365excel
9

Once everything is filled in, click the "Register" button to create the application.
10

After registering, you will be taken to the application details page. At the top, you will see a field named "Application (client) ID" or similar. This long value (a mix of letters and numbers) is your Client Id.
11

Copy this Client Id. Go to Botize, sign in, open the “Applications” section, and search for “excel”.
12

Click on the Microsoft Excel application and then click the button "Add a new profile". Paste the value you copied from Azure into the "Client ID" field.

Tenant Id

1

Make sure you remain logged into the Azure Portal (https://portal.azure.com) with the same account you used to create the application.
2

Look at the email address you used to sign in. It should follow a format similar to: name@your-domain.onmicrosoft.com
3

In that email address, the part before the @ (for example "botize" in botize@botize.onmicrosoft.com) is your username. The part after the @ is your organization’s domain (for example "botize.onmicrosoft.com").
4

That organization domain (for example, botize.onmicrosoft.com) is the value you must use as the Tenant Id in Botize.
5

If your email isn’t visible in Azure, look in the upper-right corner of the portal where your account icon appears. Click it or hover to see your full email address.
6

Once you clearly identify your domain (for example, botize.onmicrosoft.com), select it and copy it.
7

Return to Botize, to the screen where you are configuring the Excel application profile.
8

Paste the domain you copied into the "Tenant ID" field, for example: botize.onmicrosoft.com
9

Double-check that it has no extra spaces and that it matches your domain exactly (typically ending in .onmicrosoft.com).

Client Secret

1

In the Azure Portal, go to the application you created earlier (the one named Botize). If you don’t see it, go to “App registrations” and select it from the list.
2

Inside the application panel, look at the left-hand menu under the “Manage” section and click on "Certificates & secrets".
3

Inside "Certificates & secrets", you will see a section called "Client secrets".
4

Click the button "New client secret" to create a new key.
5

In the description field, type a simple name to identify it, for example: botize.
6

In the "Expires" section, choose the longest available option (for example, 24 months or 730 days) so you don’t need to renew it soon.
7

Click the "Add" button to generate the secret.
8

After creating it, you will see a table listing your new secret. The column named "Value" will show a long string of characters. That is your Client Secret.
9

Important: this value is only displayed once. Copy it immediately by clicking the copy icon or selecting and copying the text.
10

Return to Botize, to the screen where you are adding the Excel profile.
11

Paste the value into the "Client Secret" field in Botize.
12

Once you have filled in the Client Id, Tenant Id, and Client Secret fields, click the "Authorize" button to connect your Office 365 account to Botize.
13

If the authorization is successful, your Office 365 account will be connected to Botize, and you will be able to automate tasks using your Excel documents in the cloud.