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Integrations

Microsoft Excel Add-in

Message the rows of an Excel workbook on WhatsApp — approved templates with per-row personalisation, free-form text/media, and bulk contact import — from a task pane inside Excel.

What you can do

  • Pick a phone-number column and message selected rows or all rows.
  • Map columns to template {{1}}, {{2}} … variables — every recipient gets a personalised message.
  • Send free-form text, image, or document messages (media/text within Meta's 24-hour customer-service window).
  • Upload media for template headers or free-form messages.
  • Bulk-import rows as CRM contacts — map columns to contact fields, create or update in one click.

Works in Excel on Windows, Mac, and the web — anywhere Office Add-ins run. Every send is logged under Integrations → Google Sheets & Excel → Activity and appears in Live Chat and Sent History.

Prerequisites

  • A MotherBot account with at least one connected WhatsApp number.
  • A plan that includes the Google Sheets & Excel integration.
  • Microsoft Excel (Microsoft 365, Excel 2016+, or Excel on the web).

Step 1 — Generate your access token

1

Open the integration

In your MotherBot dashboard go to Integrations → Google Sheets & Excel and click Connect.
2

Copy the token

A one-time access token starting with sext_ is shown. Copy it now — it is displayed only once. You can rotate it any time from the same card.

Step 2 — Install the add-in

If you installed from AppSource or your Microsoft 365 admin deployed it, skip to Step 3. To sideload the manifest yourself:

1

Open the upload dialog

In Excel (desktop): Home → Add-ins → More Add-ins → My Add-ins → Upload My Add-in.
In Excel on the web: Insert → Office Add-ins → Upload My Add-in.
2

Upload the manifest

Download the manifest from Dashboard → Integrations → Google Sheets & Excel → Install, or directly at https://motherbot.io/excel-addin/manifest.xml, then choose it in the upload dialog.
3

Open the pane

A MotherBot → WhatsApp button appears on the Home ribbon. Click it to open the task pane.

Note

The task pane is hosted by MotherBot, so the same manifest works for every organization — you are identified by the access token you enter, not by the manifest.

Step 3 — Connect

1

Enter your details

In the task pane, paste your Server URL (https://motherbot.io) and the sext_ access token, then click Connect.

Tip

The token is stored in the task pane for your account on this machine. Use Sign out in the pane, or rotate the token in the dashboard, to revoke access.

Step 4 — Send messages

1

Choose your rows

Select rows in the sheet (or pick All), then choose the phone number column. Click ↻ Refresh if you change your selection.
2

Pick a message type and map columns

Choose Template or a free-form Text / Image / Document message, then map each {{1}}, {{2}} variable to a column.
Column:  Name        | City      | Phone
Row 2:   Amit        | Delhi     | 9898989898

Template body:  Hi {{1}}, your {{2}} order is ready!
{{1}} → Name      {{2}} → City

Amit receives:  Hi Amit, your Delhi order is ready!
3

Send

Click Send WhatsApp messages for a live sent / failed / skipped summary.

Warning

Free-form (non-template) messages can only reach contacts who messaged you in the last 24 hours (WhatsApp policy). Rows outside that window are reported as skipped — use an approved template to reach them.

Import rows as contacts

1

Switch to the Import tab

Click Import contacts in the task pane.
2

Map fields and import

Map columns to contact fields (name, email, city, custom fields, …). The phone column above is used as the key. Existing contacts are updated — blank cells never overwrite existing values, and tags/custom fields merge. Click Import as contacts.

Admin controls

Everything below is controlled from the dashboard card — no re-sideload needed:

  • Turn individual features on/off (templates, free-form, uploads, bulk send, import).
  • Set a daily send limit and a maximum number of rows per send.
  • Set a default country code for local numbers with no country code.
  • Restrict which WhatsApp numbers the add-in may send from.
  • Limit which template categories (Marketing / Utility / Authentication) are allowed.

Tip

Downgrading to a plan without this integration instantly revokes the token — the add-in stops sending until you reconnect on an eligible plan.

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