Excel: Copy sheet to another workbook

Copy one sheet from this workbook into another workbook, with its formulas and formatting.

Help Centre › Building Processes

Copy one sheet from this workbook into another workbook, with its formulas and formatting.

Runs on: macOS and Windows only.

Add it to a process

In the process designer, open the Add step tab. Find Copy sheet to another workbook under Excel › Sheets, or type its name in the search box, and drag it onto the canvas.

Fields

FieldRequiredWhat it does
Source workbookNoPath of the workbook to copy from, or a variable such as {folder::desktop::path}\file.xlsx.
SheetNoThe sheet to copy. Leave empty to copy the first sheet. Supports wildcards: * matches any characters.
Destination workbookYesPath of the workbook that receives the copy, or a variable such as {folder::desktop::path}\file.xlsx. The file must already exist.
New nameNoName of the copy in the destination workbook. Leave empty to keep the sheet's own name.
If duplicate nameNoWhat to do if the destination workbook already has a sheet with that name Choices: Throw an error, Overwrite existing sheet, Rename the copy (e.g. ABC → ABC (2)). Default: 0.

See all Excel steps.

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or go live in 7 days.