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Microsoft Excel + Intelligent Billing

Microsoft Excel + Intelligent Billing

Microsoft Excel + Intelligent Billing integrations

Add rows in Microsoft Excel for new rates in Intelligent Billing

Effortlessly keep track of new rates in your Intelligent Billing app by adding them directly to a Microsoft Excel spreadsheet with this simple automation. Once set up, this workflow will automatically create a new row in your chosen Excel spreadsheet every time a new rate occurs in Intelligent Billing, helping you maintain up-to-date records and streamline your billing processes.

  1. When this happens...
    New Rate
    New Rate
    New RateTriggers when a new rate is created in the billing system.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with Intelligent Billing and Microsoft Excel

Discover other triggers and actions you can use with Intelligent Billing and Microsoft Excel

  • Intelligent Billing triggers, actions, and search
    New Customer

    Triggers when a new customer is created in the Billing System.

    Trigger
    Polling
    Try It
  • Intelligent Billing triggers, actions, and search
    New Product

    Triggers when a new product is created in the Billing System.

    Trigger
    Polling
    Try It
    • Account Number
      Required
    • Parent
    • Customer Name
      Required
    • VAT ID
      Required
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • City
    • Country
      Required
    • PostCode
    • Rate Scheme
    • Currency
    • Email
    • Invoice Group
      Required
    • Invoice Day
    • External Ref Name
    Action
    Write
    • Product Code
      Required
    • Description
    • ProductGroup
      Required
    • Period
    • Product Type
    • Default Buy Price
    • Default Sell Price
    • Months In Advance
    Action
    Write
  • Intelligent Billing triggers, actions, and search
    New Customer Product

    Triggers when a new customer product is created in the Billing System

    Trigger
    Polling
    Try It
    • Product Code
      Required
    • Account Number
      Required
    • Telephone
    • Effective Date
      Required
    • Units
    • Show On Invoice
    • Apply Rate Override
    • Description Override
    • Rate Override
    • Currency
    • Cost Override
    Action
    Write
    • Rate Scheme
      Required
    • Destination Area
      Required
    • Destination Country
      Required
    • Call Type
      Required
    • Service Class
      Required
    • Time Band
      Required
    • Price Per Minute
      Required
    • Price Per Call
      Required
    • Minimum
      Required
    • Markup
      Required
    • Effective Date
    Action
    Write
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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.
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About Intelligent Billing
Intelligent Billing delivers fast and accurate global billing
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