NeonCRM + Microsoft Excel Integrations

How to connect NeonCRM + Microsoft Excel

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Donation
Triggers when a new donation is created.
Trigger
Instant
Try It
- Account TypeRequired
- Middle Name
- Preferred Name
- Suffix
- Salutation
- Title
- Department
- Deceased
- Email 1
- Email 2
- Email 3
- Gender
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
- Address Type
- Fax Number
- Fax Type
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- URL
- Source
- Send System Email
- No Solicitation
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write
- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write
- Individual AccountRequired
  The account ID of the Individual to be linked.
- Company AccountRequired
- Primary Contact?Required
  Is this individual the primary contact of the company?
Action
Write

- First Name
- Last Name
- Company Name
- Account ID
- Email
- Account TypeRequired
- Middle Name
- Preferred Name
- Suffix
- Salutation
- Title
- Department
- Deceased
- Email 1
- Email 2
- Email 3
- Gender
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
- Address Type
- Fax Number
- Fax Type
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- URL
- Source
- Send System Email
- No Solicitation
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Search or write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It

- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
  Trigger on changes to cells in this column only.
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  We will only update columns you provide, leaving all others untouched.
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search or write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- Note
- Start DateRequired
  Please input '2022-04-18' format date
- Start Time
  Please input '9:30 AM' or '9:30 PM' format time
- End Date
  Please input '2022-04-18' format date
- End Time
  Please input '9:30 AM' or '9:30 PM' format time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
Action
Write
- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
  Whether to send the default donation acknowledgement email to the donor for this donation.
- AnonymousRequired
- Tender TypeRequired
Action
Write
- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- TitleRequired
- Column Headers
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search

How NeonCRM + Microsoft Excel Integrations Work

Step 1: Authenticate NeonCRM and Microsoft Excel.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect NeonCRM + Microsoft Excel

About NeonCRM

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.

Learn more

Related categories

CRM (Customer Relationship Management)

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

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NeonCRM + Microsoft Excel Integrations

How to connect NeonCRM + Microsoft Excel

Connect your apps and automate workflows

New Account

New Donation

Create Account

Account TypeRequired

Middle Name

Preferred Name

Suffix

Salutation

Title

Department

Deceased

Email 1

Email 2

Email 3

Gender

Address Line 1

Address Line 2

Address Line 3

Address Line 4

City

County

State/Province

Territory

Zip Code

Zip Code Suffix

Country

Address Type

Fax Number

Fax Type

Phone 1

Phone 1 Type

Phone 2

Phone 2 Type

Phone 3

Phone 3 Type

URL

Source

Send System Email

No Solicitation

Update Company Account

Account IDRequired

Middle Name

Preferred Name

Salutation

Title

Department

Email 1

Fax Number

Phone 1

Phone 2

Phone 3

Source

Send System Email

Do Not Contact

Link Individual Account to Company Account

Individual AccountRequired

Company AccountRequired

Primary Contact?Required

Find or Create Account

First Name

Last Name

Company Name

Account ID

Email

Account TypeRequired

Middle Name

Preferred Name

Suffix

Salutation

Title

Department

Deceased

Email 1

Email 2

Email 3

Gender

Address Line 1