Microsoft Excel + Sivo

Microsoft Excel + Sivo integrations

Create Sivo business borrowers from updated rows in Microsoft Excel

Manage your lending business efficiently with this workflow. When you make updates to a row in your Microsoft Excel, it will immediately create a Business Borrower in your Sivo application. This automation not only saves your time, but also ensures accuracy and speed in transferring information from your spreadsheets to your Sivo account, enhancing your loan processing capabilities.

When this happens...
Updated RowTriggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create Business BorrowerCreates or updates a business borrower.
ActionWrite

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More things you can do with Microsoft Excel and Sivo

Discover other triggers and actions you can use with Microsoft Excel and Sivo

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Environment
  Required
- Id
  Required
- Entity_document_id
- Company
  Required
- Date_of_incorporation
  Required
- Street
  Required
- Unit
- City
  Required
- State / Province
  Required
- Zip Code
  Required
- Country
  Required
- Country_code
- Phone
- Email
  Required
- Credit_ranking
- Website
  Required
- Industry
Action
Write
- Environment
  Required
- DebtLineId
  Required
- Amount
  Required
- Description
  Required
Action
Write
- Environment
  Required
- DebtLineId
  Required
- Amount
  Required
- Type
  Required
Action
Write
- Environment
  Required
- Receivable_type
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- Environment
  Required
- Email
- BeneficiaryAddress
- BeneficiaryCountry
- AccountNumber
- RoutingCodeType1
- RoutingCodeValue1
- RoutingCodeType2
- RoutingCodeValue2
- BicSwift
- Iban
- DefaultBeneficiary
- BankAddress
- BankName
- BankAccountType
- BeneficiaryCompanyName
- BeneficiaryFirstName
- BeneficiaryLastName
- BeneficiaryCity
- BeneficiaryPostcode
- BeneficiaryStateOrProvince
- BeneficiaryDateOfBirth
- BeneficiaryIdentificationType
- BeneficiaryIdentificationValue
- PaymentTypes
- BeneficiaryExternalReference
- BusinessNature
- CompanyWebsite
- Name
  Required
- BankAccountHolderName
  Required
- BankCountry
  Required
- BeneficiaryEntityType
  Required
- Currency
  Required
Action
Write
- Environment
  Required
- Id
  Required
- Is_veteran
  Required
- First_name
  Required
- Last_name
  Required
- Street
  Required
- Unit
- City
  Required
- State / Province
  Required
- Zip Code
  Required
- Country
  Required
- Date_of_birth
  Required
- Country_code
- Phone
- Email
  Required
- Credit_ranking
Action
Write
- debt line id
  Required
- Ledger Type
  Required
Action
Write
- Environment
  Required
- PaymentDate
- PaymentType
- BeneficiaryId
  Required
- Reason
  Required
- Reference
  Required
- ConversionId
- UniqueRequestId
- UltimateBeneficiaryName
- PurposeCode
- ChargeType
- FeeAmount
- FeeCurrency
- Amount
  Required
- Currency
  Required
Action
Write
- Environment
  Required
- Id
  Required
- Loan_id
  Required
- Date
  Required
- Amount
  Required
- Balance
  Required
- Type
  Required
- Loan_status
  Required
- Description
Action
Write

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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Sivo

Sivo provides debt-as-a-service. Our API allows companies to access debt funding and lend money to their users at scale.

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Related categories

Accounting

Related Zap Templates

Create reports in Sivo from updated rows in Microsoft Excel

Create new Sivo loans from updated rows in Microsoft Excel

Create business borrowers in Sivo from new rows in Microsoft Excel