CSG Forte Payments + Microsoft Excel
Add new CSG Forte Payments sale transactions to rows in Excel
Keep new sales data in one convenient spreadsheet to make bookkeeping a breeze. This CSG Forte Payments-Excel Zap captures new sale transactions created in CSG Forte Payments and adds them to rows in a designated Excel spreadsheet. It’s easy, accessible, and best of all, automated.
Keep new sales data in one convenient spreadsheet to make bookkeeping a breeze. This CSG Forte Payments-Excel Zap captures new sale transactions created in CSG Forte Payments and adds them to rows in a designated Excel spreadsheet. It’s easy, accessible, and best of all, automated.
- When this happens...New Sale
Triggers when a new sale transaction has been created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Credit
Triggers when a new credit transaction has been created.
Try ItNew Sale
Triggers when a new sale transaction has been created.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try It
New Customer
Triggers when a new customer has been created.
Try ItNew Schedule
Triggers when a new schedule transaction has been created.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
