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Microsoft Excel + UpKeep

Add new UpKeep purchase orders to a Microsoft Excel sheet as rows

Boost your productivity by connecting UpKeep and Microsoft Excel. With this workflow, every new purchase order in UpKeep will create a new row in your specified Excel spreadsheet. Keep your records up to date and ensure you never lose track of a purchase order. Say goodbye to manual data entries and focus on what truly matters, growing your business.

Boost your productivity by connecting UpKeep and Microsoft Excel. With this workflow, every new purchase order in UpKeep will create a new row in your specified Excel spreadsheet. Keep your records up to date and ensure you never lose track of a purchase order. Say goodbye to manual data entries and focus on what truly matters, growing your business.

  1. When this happens...
    UpKeepUpKeep
    New Purchase Order

    Triggers when a new purchase order is created.

    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?
  • UpKeep triggers, actions, and search

    New Purchase Order

    Triggers when a new purchase order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    New Work Order

    Triggers when a new work order is created.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Category Change

    Triggers when category changes on a work order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Purchase Order Status Change

    Triggers when a status changes on a purchase order.

    Trigger
    Instant
    Try It
  • UpKeep triggers, actions, and search

    Work Order Status Change

    Triggers when a status changes on a work order.

    Trigger
    Instant
    Try It
    • TitleRequired

    • Category

    • Due Date

    • Vendor

    • Description

    • Part ID

    • Part Quantity

    • Tax

    • Shipping Cost

    • Other Cost

    • Company Name

    • Company Slogan

    • Company Street

    • Company Zipcode

    • Company City

    • Company State

    • Company Phone

    • Company Fax

    • Shipping Name

    • Shipping Company

    • Shipping Street

    • Shipping City

    • Shipping State

    • Shipping Zipcode

    • Shipping Phone

    • Shipping Fax

    • Purchase Order Date

    • Requisitioner

    • Shipping Method

    • F.O.B. Shipping Point

    • Terms

    • Notes

    Action
    Write
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excel logo

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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