Microsoft Excel + Wave
Microsoft Excel + Wave
Microsoft Excel + Wave integrations
Create spreadsheets in Microsoft Excel for new customers in Wave
Streamline your client onboarding process with this handy workflow between Wave and Microsoft Excel. Whenever you gain a new customer in Wave, this automation will craft an entry in your chosen Excel spreadsheet. This means your customer information is always up-to-date, freeing you time to focus on delivering excellent customer service.
- When this happens...New CustomerTriggers when a new customer is added to a business you choose.
- automatically do this!Create WorkbookCreates a new workbook
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Wave and Microsoft Excel
Discover other triggers and actions you can use with Wave and Microsoft Excel
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite- BusinessRequired
- NameRequired
- Description
- PriceRequired
ActionWrite- BusinessRequired
- EmailRequired
ActionSearch
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
ActionWrite- BusinessRequired
- NameRequired
ActionSearch
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.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents
About Wave
Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Related categories
Similar apps
Xero
Accounting
QuickBooks Online
Accounting
FreeAgent
Accounting
Related Zap Templates
- Add new Wave invoices to Microsoft Excel as rows in a table
- Create rows in Microsoft Excel for new Wave invoices
- Create invoices in Wave from new rows in Microsoft Excel
- Create Wave customers from new Microsoft Excel rows
- Create invoices in Wave for updated rows in Microsoft Excel
- Create products and services in Wave from new rows in Microsoft Excel
- Create Wave sales from new Microsoft Excel rows
- Create Wave customers from updated rows in Microsoft Excel
- Create Wave customers from new Microsoft Excel rows
- Create new Microsoft Excel spreadsheets from Wave invoices
- Create Wave products and services from new Microsoft Excel worksheets