Microsoft Excel
When this happens...
Forte PaymentsNew Sale
Then do this...
Microsoft ExcelAdd Row

Keep new sales data in one convenient spreadsheet to make bookkeeping a breeze. This Forte Payments-Excel Zap captures new sale transactions created in Forte Payments and adds them to rows in a designated Excel spreadsheet. It’s easy, accessible, and best of all, automated.

Note: This integration will only work with an Excel spreadsheet on OneDrive for Business

How this Forte Payments-Excel integration works

  1. A new sale transaction is created in Forte Payments.
  2. Zapier adds the sale transaction data to a new row in Excel.

Apps involved

  • Forte Payments
  • Excel

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When this happens...
then do this!
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Update Row

Updates a row in a specific worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Add Row

Adds a new row to the end of a worksheet.

New Credit

Triggers when a new credit transaction has been created.

Add Row to Table

Adds a new row to the end of a specific table.

New Schedule

Triggers when a new schedule transaction has been created.

New Sale

Triggers when a new sale transaction has been created.

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Become a Zapier Integration Partner

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.

Forte Payment Systems is a leading provider of innovative electronic payment solutions.

See Forte Payments Integrations