Microsoft Excel + Zoho Books
Add new Zoho Books customers to Microsoft Excel as rows instantly
Whenever a new customer is added in Zoho Books, this workflow instantly adds a row with their details in Microsoft Excel. This keeps your spreadsheet up-to-date with your latest clientele without needing manual updates, saving you time and ensuring you're always working with the most current data. Perfect for business owners seeking an efficient solution for customer management.
Whenever a new customer is added in Zoho Books, this workflow instantly adds a row with their details in Microsoft Excel. This keeps your spreadsheet up-to-date with your latest clientele without needing manual updates, saving you time and ensuring you're always working with the most current data. Perfect for business owners seeking an efficient solution for customer management.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
