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ConnectWise Manage + Microsoft Excel

ConnectWise Manage + Microsoft Excel

ConnectWise Manage + Microsoft Excel integrations

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.

  1. When this happens...
    New/Updated Project
    New/Updated Project
    New/Updated ProjectTriggers when a project is created or updated.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with ConnectWise Manage and Microsoft Excel

Discover other triggers and actions you can use with ConnectWise Manage and Microsoft Excel

    • New, Updated or Both
    • Company Filter
    • Contact Type Filter
    • Specific Contact Filter
    Trigger
    Instant
    Try It
    • New, Updated or Both
    • Board Filter
    • Project Filter
    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Polling
    Try It
    • Company_name
      Required
    • Identifier
      Required
    • Type
      Required
    • Status
      Required
    • Site Name
      Required
    • Address_1
    • Address_2
    • City
    • State
    • Zip_code
    • Country Name
    • Phone Number
    • Website
    • Market
    • Source
    • Number of Employees
    • Territory
    Action
    Write
    • Service Board Filter
    Trigger
    Polling
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Specific Service Ticket Filter
    • Project_filter
    Trigger
    Instant
    Try It
    • File
      Required
    • Record ID
      Required
    • Record Type
      Required
    • Title
    • Private?
    • Read Only?
    • Is Avatar?
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • 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
    Action
    Write
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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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