Microsoft Excel + TOConline

Microsoft Excel + TOConline integrations

Update rows in Microsoft Excel to create clients in TOConline

Whenever you modify a row in Microsoft Excel, this workflow instantly creates a new client in your TOConline platform. Instead of tedious manual data entry, your TOConline client data remains up-to-date. Perfect for enhancing productivity, this automation ensures consistent client information across your platforms.

When this happens...
Updated RowTriggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create ClientCreate Client in the system
ActionWrite

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More things you can do with Microsoft Excel and TOConline

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

- 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
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Purchase Document
Triggers when a new purchase document is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
- Address
  Required
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross total
  Required
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable id
  Required
- Payable type
  Required
- Paid value
  Required
- Settlement percentage
- Currency id
Action
Write
- Document type
  Required
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item type
  Required
- Unit of measure id
Action
Write
- Document Type
  Required
- Client Name
  Required
- Item Type
- Description
  Required
- Quantity
  Required
- Unit Price
  Required
- Item ID
- Item code
Action
Write
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Supplier ID
  Required
Action
Write
- Address
  Required
- City
  Required
- Postal Code
- Region
- Country ID
- Address ID
  Required
Action
Write
- Product ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Document Type
- Prefix
- Number
Action
Search
- Item code
Action
Search
- Document ID
  Required
Action
Search
- Sales document ID
  Required
Action
Search
- Supplier ID
Action
Search

- 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
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sale Document
Triggers when a Documento de Venda is created.
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier exists.
Trigger
Polling
Try It
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
  Required
- Observations
- Internal observations
Action
Write
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanism
  Required
- Received value
  Required
- Settlement package
- Receivable type
  Required
- Receivable ID
  Required
Action
Write
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client ID
  Required
Action
Write
- Document ID
  Required
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
Action
Write
- Sales Receipt ID
  Required
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
Action
Search

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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OneDrive

File Management & Storage, Microsoft

Smartsheet

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Quip

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About TOConline

TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.

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Related categories

Accounting