Add new bexio orders to a Microsoft Excel table as rows
Easily manage your business operations with this seamless integration between bexio and Microsoft Excel. Upon receiving a new order in bexio, a row is immediately added to your chosen Excel table, ensuring accurate record-keeping and efficient order management. No more manual data entry or checking multiple platforms to know what's up with your orders. This automation streamlines your processes, allowing you to focus on other essential tasks.
Easily manage your business operations with this seamless integration between bexio and Microsoft Excel. Upon receiving a new order in bexio, a row is immediately added to your chosen Excel table, ensuring accurate record-keeping and efficient order management. No more manual data entry or checking multiple platforms to know what's up with your orders. This automation streamlines your processes, allowing you to focus on other essential tasks.
- 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 to Table
Adds a new row to the end of a specific table.
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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