ConnectWise Manage + Microsoft Excel
Add rows to Microsoft Excel for new or updated ConnectWise Manage projects
Keep your Microsoft Excel tables up to date with this seamless workflow. When a new or updated project is detected in ConnectWise Manage, this automation promptly adds a row to the specified table in Microsoft Excel. This streamlined process not only helps you stay organized, but also ensures your Excel documents consistently contain the most recent project information.
Keep your Microsoft Excel tables up to date with this seamless workflow. When a new or updated project is detected in ConnectWise Manage, this automation promptly adds a row to the specified table in Microsoft Excel. This streamlined process not only helps you stay organized, but also ensures your Excel documents consistently contain the most recent project information.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany 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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
