ConnectWise Manage + Microsoft Excel
Add rows in Microsoft Excel for new or updated tickets in ConnectWise Manage
Stay organized and ensure that all updates on your ConnectWise Manage tickets are reflected in your Microsoft Excel records with this streamlined workflow. Any time there's a new or updated ticket in ConnectWise Manage, this process adds a row to a designated Microsoft Excel spreadsheet. It's a useful tool for businesses that rely on accurate, real-time ticket tracking for efficient operations and customer service.
Stay organized and ensure that all updates on your ConnectWise Manage tickets are reflected in your Microsoft Excel records with this streamlined workflow. Any time there's a new or updated ticket in ConnectWise Manage, this process adds a row to a designated Microsoft Excel spreadsheet. It's a useful tool for businesses that rely on accurate, real-time ticket tracking for efficient operations and customer service.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
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
