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.
- When this happens...New RateTriggers when a new rate is created in the billing system.
- automatically do this!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
- New Customer
Triggers when a new customer is created in the Billing System.
Try ItTriggerPolling - New Product
Triggers when a new product is created in the Billing System.
Try ItTriggerPolling - Account NumberRequired
- Parent
- Customer NameRequired
- VAT IDRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- CountryRequired
- PostCode
- Rate Scheme
- Currency
- Email
- Invoice GroupRequired
- Invoice Day
- External Ref Name
ActionWrite- Product CodeRequired
- Description
- ProductGroupRequired
- Period
- Product Type
- Default Buy Price
- Default Sell Price
- Months In Advance
ActionWrite
- New Customer Product
Triggers when a new customer product is created in the Billing System
Try ItTriggerPolling - New Rate
Triggers when a new rate is created in the billing system.
Try ItTriggerPolling - Product CodeRequired
- Account NumberRequired
- Telephone
- Effective DateRequired
- Units
- Show On Invoice
- Apply Rate Override
- Description Override
- Rate Override
- Currency
- Cost Override
ActionWrite- Rate SchemeRequired
- Destination AreaRequired
- Destination CountryRequired
- Call TypeRequired
- Service ClassRequired
- Time BandRequired
- Price Per MinuteRequired
- Price Per CallRequired
- MinimumRequired
- MarkupRequired
- Effective Date
ActionWrite
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.
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