bexio + Microsoft Excel
Add rows in Microsoft Excel for new orders in bexio
When a new order rolls in through your bexio system, this workflow ensures that necessary details are promptly inputted into your Microsoft Excel spreadsheet. Expediting the process of order tracking, it helps you maintain an organized, up-to-date record without the necessity to manually enter data. Say goodbye to double-handling and enhance your efficiency with this seamless integration between bexio and Microsoft Excel.
When a new order rolls in through your bexio system, this workflow ensures that necessary details are promptly inputted into your Microsoft Excel spreadsheet. Expediting the process of order tracking, it helps you maintain an organized, up-to-date record without the necessity to manually enter data. Say goodbye to double-handling and enhance your efficiency with this seamless integration between bexio and Microsoft Excel.
- When this happens...New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required
