Microsoft Excel + Halo Service Solutions
Update rows in Microsoft Excel when tickets are updated in Halo Service Solutions
Keep your Microsoft Excel records in sync with updates in your Halo Service Solutions tickets with this streamlined workflow. As soon as a ticket is updated in Halo Service Solutions, corresponding rows in your Excel spreadsheet will be simultaneously updated. This means no more manual data entry, and your records always reflect the most current information. A seamless solution to maintain accurate data across both platforms.
Keep your Microsoft Excel records in sync with updates in your Halo Service Solutions tickets with this streamlined workflow. As soon as a ticket is updated in Halo Service Solutions, corresponding rows in your Excel spreadsheet will be simultaneously updated. This means no more manual data entry, and your records always reflect the most current information. A seamless solution to maintain accurate data across both platforms.
- When this happens...Ticket Updated
Triggers when a ticket is updated in Halo.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Top Level
Important Customer
Site Name
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
Email AddressRequired
Ticket TypeRequired
Summary
Details
Priority
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try ItNameRequired
Customer NameRequired
Main SiteRequired
Phone Number
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
Contact Name
Contact Email Address
NameRequired
Customer NameRequired
Site NameRequired
Email Address
Network Login
Work Phone Number
Mobile Phone Number
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
