Microsoft Excel + Wello Solutions

Microsoft Excel + Wello Solutions integrations

Create contacts linked to companies in Wello Solutions from new Microsoft Excel rows

After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this...
Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.
ActionWrite
then do this!
Create or Update ContactCreate or update contact and link it to the company/account.
ActionWrite

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More things you can do with Microsoft Excel and Wello Solutions

Discover other triggers and actions you can use with Microsoft Excel and Wello Solutions

- 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 Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or 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
- 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 Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write
- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
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

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

HelpHelp

Related categories

Product Management

Related Zap Templates

Update companies in Wello Solutions with new Microsoft Excel rows

Create articles in Wello Solutions from new Microsoft Excel rows