How to Connect Snapshots API to Microsoft Excel

Snapshots API x Microsoft Excel: Quick-start integration for live location data

How to connect Snapshots API with Microsoft Excel

This guide walks you through connecting Snapshots API to Microsoft Excel. You’ll authorize access, select the /locations endpoint, and map key fields into your spreadsheet so you can work with live location data without writing code.

Authorize Snapshots API

Grant the Zapier App Connector permission to access Snapshots API data so Excel can fetch locations securely.

Authorize Microsoft Excel

Connect Excel to Snapshots API using OAuth or API key, then confirm scopes for saas/location.read access.

Core Endpoints for Snapshots API

– GET /locations: Retrieve location data for your workbook. – Other endpoints are available but not shown on this page.

Top 3 Connection Scenarios: Snapshots API + Microsoft Excel

Import Locations into Excel

Trigger: Manual refresh from the Excel add-in or data tab.

Actions: Call GET /locations, map fields (id, name, address, status) to columns, and write to the sheet.

GET /locations

id, name, address, status

Top 3 Connection Scenarios: Snapshots API + Microsoft Excel

Automated Location Updates

Trigger: Scheduled refresh (e.g., every 15 minutes) set in the connector.

Actions: GET /locations, update existing rows, keep headers intact.

GET /locations

id, name, updated_at

Top 3 Connection Scenarios: Snapshots API + Microsoft Excel

Filtered Location Views in Excel

Trigger: Use Excel filters or query parameters to limit results.

Actions: GET /locations?scope=, map fields to columns for a focused view.

GET /locations

id, name, scope

No-code benefits when pairing Snapshots API with Microsoft Excel

No-code data integration lets you pull location data directly into Excel without writing any code.

Automatic refresh means your spreadsheets stay up to date with the latest locations as often as you schedule.

Reusable templates: create repeatable reports and dashboards for multiple locations.

Key terms and glossary

Key elements include endpoints, authentication, triggers, actions, and data mapping; processes cover authorization, endpoint selection, field mapping, and refresh scheduling.

API

A set of rules that lets software programs communicate and exchange data.

OAuth

A secure, token-based protocol used to authorize access without sharing passwords.

Endpoint

A specific URL in an API that returns data for a given request.

Mapping

Aligning API response fields with your spreadsheet’s columns so data lands in the right place.

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Creative ideas for Snapshots API + Microsoft Excel

Automated Audit Trail in Excel

Keep a running log of data pulls in a separate sheet for compliance and change tracking.

Dashboards for Location Performance

Generate charts and pivot tables from location data to monitor performance at-a-glance.

Forecasting by Location

Use historical data to forecast trends per location in Excel.

3 Simple Steps to Connect Snapshots API with Microsoft Excel

Step 1: Authorize

Authorize access from the Zapier App Connector to enable Excel to fetch Snapshots data.

Step 2: Configure Endpoint

Enter GET /locations and set up field mappings to your sheet columns.

Step 3: Automate and Schedule

Configure a refresh schedule and saving templates for repeatable exports.

Frequently Asked Questions

What is the Snapshots API?

The Snapshots API exposes endpoints you can call from apps like Excel. It provides location-related data that you can pull into your worksheet. The Excel integration uses the connector to request data and then writes it into your spreadsheet. This lets you build live reports without manual data handling. The first step is to authorize the app and select the /locations endpoint to begin.

In the no-code workflow, you connect the Snapshots API in the Zapier App Connector and point Excel to the endpoint. You’ll grant access and map the response fields to columns. Once configured, you can refresh to fetch the latest data with a click or on a schedule.

No traditional coding is required. The connector provides mapping options to align API fields with your Excel columns. If you need custom filters, you can pass query parameters like scope in the location endpoint.

Authorization is handled via OAuth token or API key, depending on your setup. You’ll authenticate in the connector, then Excel can safely request data every time you refresh.

The primary endpoint for location data is GET /locations. You can request additional fields and filters as needed, then map them to your sheet columns.

Yes. The integration supports scheduled refreshes so your Excel workbook can stay up to date with the latest location data without manual pulls.

Field mapping guidance is typically found in the connector’s help section: map API fields like id, name, and address to corresponding Excel columns for clean data presentation.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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