bexio + Microsoft Excel
Update rows in Microsoft Excel when new orders are placed in bexio
Easily maintain your sales records with this powerful bexio to Microsoft Excel workflow. Whenever a new order is made in bexio, this automation instantly updates a specific row in your Microsoft Excel spreadsheet. This not only saves you time but also ensures accurate record-keeping of your sales data for seamless operations and better decision making.
Easily maintain your sales records with this powerful bexio to Microsoft Excel workflow. Whenever a new order is made in bexio, this automation instantly updates a specific row in your Microsoft Excel spreadsheet. This not only saves you time but also ensures accurate record-keeping of your sales data for seamless operations and better decision making.
- When this happens...New Order
Triggers when a Order is created or updated with the chosen status (line items not provided).
- automatically do this!Update Row
Updates a row in a specific 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
