Autotask
When this happens...
Microsoft ExcelAdd Row

Rather than manually importing and exporting your contact data, let Zapier be your secretary! Once you set up this integration, you can keep all your contacts in one place on Google Sheets. Instead of spending time being your team's rolodex, now you can share your Excel sheet and kick back.

Note: This doesn't transfer existing contacts from Autotask into Excel—only new contacts after you've set it up.

How this Autotask-App integration works

  1. A new contact is added to Autotask
  2. Zapier adds that contact to a new row in Excel

Apps involved

  • Autotask
  • Excel

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Autotask + Microsoft Excel and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Account

Triggers when a new Account is found.

Create Account

Creates a account.

New or Updated Contact

Triggers when a new or updated Contact is found.

Create Contact

Creates a contact.

New Ticket

Triggers when a new Ticket is found.

Update Row

Updates a row in a specific worksheet.

New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Add Row

Adds a new row to the end of a worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Update Contact

Update a contact.

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Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

See Microsoft Excel Integrations