Microsoft Excel + Pennylane
Add new Microsoft Excel table rows to create customers in Pennylane
When a new row is added in your Microsoft Excel table, streamline your workflow by instantly creating a customer in Pennylane. This automation takes the details from your Excel entry and uses them to populate a new customer profile, saving you time on data entry. Ideal for businesses managing a growing customer base, this process eliminates manual work, so you can focus on building customer relations.
When a new row is added in your Microsoft Excel table, streamline your workflow by instantly creating a customer in Pennylane. This automation takes the details from your Excel entry and uses them to populate a new customer profile, saving you time on data entry. Ideal for businesses managing a growing customer base, this process eliminates manual work, so you can focus on building customer relations.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer V2
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product V2
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStart dateRequired
Mode typeRequired
Email recipients
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Day of month (for monthly recurrence)
Day of week (for weekly recurrence)
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Company name
VAT number
Registration number
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer first nameRequired
Customer last nameRequired
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote date
Quote deadline
Customer ID
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line label
Quantity
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)
Unit
VAT rate
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product label
Product description
Product VAT rate
Product price (before tax)
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing customer identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting product identifier (source_id)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting billing subscription identifierRequired
Start dateRequired
Mode typeRequired
Email recipients
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Day of month (for monthly recurrence)
Day of week (for weekly recurrence)
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting product identifier (source_id)Required
Product labelRequired
Product description
Product VAT rateRequired
Product price (before tax)Required
Product unit
Product currency
Product reference
Product identifier
Ledger account ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany nameRequired
VAT number
Registration number
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Customer first name
Customer last name
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Stop subscription
Mode type
Email recipients
Payment conditions
Payment method
Recurring rule Type
Recurring rule Interval
Recurring rule Count
Day of month (for monthly recurrence)
Day of week (for weekly recurrence)
Customer ID
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
New Line: Label
New Line: Quantity
New Line: Unit Price
New Line: Unit
New Line: VAT Rate
New Line: Description
New Line: Product ID
New Line: Ledger Account ID
New Line: Section Rank
New Line: Discount
Update Line: ID
Update Line: Label
Update Line: Quantity
Update Line: Unit Price
Update Line: Unit
Update Line: VAT Rate
Update Line: Description
Update Line: Product ID
Update Line: Ledger Account ID
Update Line: Section Rank
Update Line: Discount
Delete Line IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Existing billing subscription identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting quote identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExisting invoice identifierRequired
Invoice dateRequired
Invoice deadlineRequired
Customer IDRequired
Draft invoiceRequired
Invoice template ID
Additional free field
Invoice title
Invoice description
Invoice currency
Special mentions
Invoice language
External reference
Discount type
Discount value
Banking provider
Provider field name
Provider field value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExisting quote identifierRequired
Quote dateRequired
Quote deadlineRequired
Customer IDRequired
Quote template ID
Additional free field
Quote subject
Quote description
Quote currency
Special mentions
Quote language
External reference
Discount type
Discount value
Section title
Section description
Section rank
Line labelRequired
QuantityRequired
Section rank
Line discount type
Line discount value
Ledger account ID
Unit price (excluding tax)Required
UnitRequired
VAT rateRequired
Line description
Product ID
Line imputation start date
Line imputation end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Excel
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