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Microsoft Excel + Resource Guru

Manage new or updated Resource Guru clients by adding rows in Microsoft Excel

Stay organized and efficiently manage updates in Resource Guru with this workflow. When there are changes or new clients in your Resource Guru account, the details conveniently pop up within your Microsoft Excel sheet as a new row. This streamlines information processing and ensures important client data is always up-to-date and easy to access within your Excel spreadsheets.

Stay organized and efficiently manage updates in Resource Guru with this workflow. When there are changes or new clients in your Resource Guru account, the details conveniently pop up within your Microsoft Excel sheet as a new row. This streamlines information processing and ensures important client data is always up-to-date and easy to access within your Excel spreadsheets.

  1. When this happens...
    Resource GuruResource Guru
    New or Updated Client

    Triggers when a new client is created and/or a client is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Notes

    • Color

    Action
    Write
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • New, Updated or BothRequired

    Trigger
    Instant
    Try It
    • Booker

    • ResourceRequired

    • Client

    • Project

    • Allow Waiting

    • Details

    • Specific Time or Hours Per DayRequired

    Action
    Write
    • NameRequired

    • Project Code

    • Associated Client

    • Notes

    • Color

    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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Related categories

  • Microsoft
  • Spreadsheets

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About Resource Guru

The fast, simple way to schedule people, equipment and other resources online.

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