Connect ConnectWise Manage and Microsoft Excel to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect ConnectWise Manage to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ConnectWise Manage and Microsoft Excel
Track ConnectWise tickets in a spreadsheet
When a service ticket is updated in ConnectWise Manage, Zapier updates or adds the corresponding ticket details into a Microsoft Excel spreadsheet. This gives engineering teams a clear view of ongoing tasks and their statuses without constant manual updates, improving focus and resolution times.
Engineering
Record ConnectWise tickets in Excel for analysis
When a new ticket is logged in ConnectWise Manage, Zapier adds the ticket's details to a Microsoft Excel spreadsheet. This streamlines tracking ticket resolutions or identifying patterns for IT teams, enhancing efficiency by reducing manual tasks.
IT
Log new ConnectWise service tickets in Excel
When a new service ticket is created in ConnectWise Manage, Zapier automatically adds the ticket details, such as ticket ID, summary, and priority, to a Microsoft Excel spreadsheet. This automation helps project managers track tasks or issues in a consolidated, shareable format, ensuring visibility and eliminating manual data entry.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Microsoft Excel
What is the first step to integrate ConnectWise Manage with Microsoft Excel using Zapier?
The first step to integrate ConnectWise Manage with Microsoft Excel through our platform is to sign up or log into your Zapier account. Once logged in, you can create a new Zap and select ConnectWise Manage as the trigger app, choosing an event such as 'New Ticket' as the trigger.
Can I automatically update Excel spreadsheets when there's a new ticket in ConnectWise Manage?
Yes, you can set up automation that triggers whenever a new ticket is created in ConnectWise Manage. By selecting 'Create Row' in Excel as the action, our integration will automatically update your spreadsheet with the details of each new ticket.
Is it possible to filter which data gets sent from ConnectWise Manage to Excel?
Absolutely! When setting up your Zap, you can apply filters so that only specific data from ConnectWise Manage tickets get sent to your Excel spreadsheet. This allows for customized data handling based on criteria you define.
How do we handle permission settings between ConnectWise and Excel integrations?
When integrating, ensure that both ConnectWise Manage and Microsoft Excel have the necessary permissions authorized within Zapier. This often involves providing access rights during the initial setup process to ensure seamless connectivity.
What triggers are available for use with ConnectWise Manage?
We offer various triggers for use with ConnectWise Manage including 'New Ticket', 'Updated Ticket', and 'New Company'. These triggers help automate workflows by initiating actions such as adding rows in Excel without manual intervention.
What happens if there is an error during the integration process between these two apps?
In case of an error during integration, our platform logs these incidents and provides notifications. You can troubleshoot by reviewing detailed logs in your account or consulting our support documentation for guidance on resolving common issues.
How frequently does our Zap update connected systems like Excel when using data from ConnectWise Manage?
Excel updates triggered by events in ConnectWise Manage occur almost instantly once set up correctly. While real-time syncing depends on system loads and API limits, Zaps generally perform actions within minutes of a trigger event happening.
