CustomerX + Microsoft Excel

CustomerX + Microsoft Excel integrations

Create financials in CustomerX for every new row in Microsoft Excel

Streamline your workflow and instantly update your CustomerX financials every time a new row is added in your Microsoft Excel. This efficient process helps maintain up-to-date records in your CustomerX account, eliminating the need for manual data entry. Save time, reduce errors and ensure consistent financial data between your Microsoft Excel and CustomerX.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create FinancialsCreate a financials
ActionWrite

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More things you can do with Microsoft Excel and CustomerX

Discover other triggers and actions you can use with Microsoft Excel and CustomerX

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- External Id Client
- Company Name
  Required
- Date Register
  Required
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- Id External of Contract
  Required
- Description of Additive
  Required
- Date Initial of Additive
  Required
- Date Sale of Additive
  Required
- Value of Additive
  Required
- Type Additive
  Required
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan Id
- Renew in Days
Action
Write
- Note
  Required
- Date Response
  Required
- Date Send
  Required
- Email User
  Required
- Observation
Action
Write
- Name
  Required
- Email
  Required
- Type of Contact
  Required
- Id External of Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
- External Id Client
  Required
- External Id Contact
  Required
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
- Description
- Date issue
- Date due
- Value
- Status
- Date payment
- Discont Paid
- Amount paid
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- External Id Contract
  Required
- Reason of Cancellation
  Required
Action
Write
- External Id Client
  Required
- Description
  Required
- Start Date
  Required
- Final Date
- Contract Value
  Required
- Date Sale
  Required
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id Client
  Required
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write
- External Id
  Required
- External ID Ticket
  Required
- Title
  Required
- Description
  Required
- Type Activity
  Required
- Date Registration
  Required
- Status
  Required
Action
Write
- External Id
  Required
- E-mail
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id Client
  Required
- Type of Tracking
  Required
- Identifier
  Required
- Email Contact
  Required
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id Ticket (ID External of UPDATE)
  Required
- External Id Client
- External Id Contact
- Title
- Description
- Type Ticket
- Date Opening
- Status
- Priority
- Name Of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Related Zap Templates

Create or update CustomerX contacts from new rows in Microsoft Excel

Update CustomerX financials when new rows are added in Microsoft Excel