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Quickly connect Microsoft Excel to JobTread with a Zapier template.

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Create rows in Microsoft Excel when new documents are created in JobTread
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JobTread + Microsoft Excel
Update Microsoft Excel spreadsheets when document recipients are updated in JobTread
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JobTread + Microsoft Excel
Create rows in Microsoft Excel for new customers in JobTread
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JobTread + Microsoft Excel
Create rows in Microsoft Excel when new customer contacts are created in JobTread
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JobTread + Microsoft Excel
Create and manage rows in Microsoft Excel when new logs are created in JobTread
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JobTread + Microsoft Excel

Create rows in Microsoft Excel when new documents are created in JobTread

Details

Try it

JobTread + Microsoft Excel

Update Microsoft Excel spreadsheets when document recipients are updated in JobTread

Details

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JobTread + Microsoft Excel

Create rows in Microsoft Excel for new customers in JobTread

Details

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JobTread + Microsoft Excel

Create rows in Microsoft Excel when new customer contacts are created in JobTread

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JobTread + Microsoft Excel

Create and manage rows in Microsoft Excel when new logs are created in JobTread

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JobTread + Microsoft Excel

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Zapier makes it easy to integrate Microsoft Excel with JobTread - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Code" in JobTread.

You’re connected!

Zapier seamlessly connects Microsoft Excel and JobTread, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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 Name
  Required
- Column Headers
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
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search

- 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
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Microsoft Excel and JobTread to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to JobTread integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Excel + JobTread integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and JobTread

How can I import data from Microsoft Excel to JobTread?

You can import data from an Excel file into JobTread by going to the 'Import Data' section of our platform. Use the 'Excel Import' option and follow the prompts to map Excel columns to JobTread fields. Remember, we support batch imports, so you can import multiple records at once.

What triggers are available when integrating Excel with JobTread?

Our integration triggers include updates or additions in your Excel sheet which can automatically create or update records within JobTread, ensuring that your data is seamlessly synchronized between platforms.

What actions can be executed in JobTread based on changes in an Excel spreadsheet?

Upon detecting changes in your specified Excel spreadsheet, you can trigger actions such as creating new jobs, updating existing project details, or setting task statuses directly within JobTread.

Is it possible to automate reporting using Microsoft Excel and JobTread?

Yes, by linking specific Excel files with our job tracking features, automated reporting can be configured. This will allow you to generate up-to-date reports in JobTread each time your linked Excel spreadsheet is modified.

Can I use formulas within my Excel data when integrated with JobTread?

We do support the use of standard Excel formulas. However, when importing or triggering actions based on this data in JobTread, consider how these computed values may affect synchronization and mapping processes.

Does the integration support two-way data synchronization between Microsoft Excel and JobTread?

Currently, the integration primarily supports one-way syncing from Microsoft Excel into JobTread. This means updates made in Excel are reflected in our system, but not vice versa at this time.

How frequently does data sync between Microsoft Excel and JobTread happen?

Data syncing frequency depends on the triggers set up in your workflow configuration. Typically, changes detected in an integrated worksheet prompt real-time updates within minutes in our platform.

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 JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

HelpHelp

Related categories

Project Management

Connect Microsoft Excel and JobTread to unlock the power of automation

Set up your first integration

Create rows in Microsoft Excel when new documents are created in JobTread

Update Microsoft Excel spreadsheets when document recipients are updated in JobTread

Create rows in Microsoft Excel for new customers in JobTread

Create rows in Microsoft Excel when new customer contacts are created in JobTread

Create and manage rows in Microsoft Excel when new logs are created in JobTread

Create rows in Microsoft Excel when new documents are created in JobTread

Update Microsoft Excel spreadsheets when document recipients are updated in JobTread

Create rows in Microsoft Excel for new customers in JobTread

Create rows in Microsoft Excel when new customer contacts are created in JobTread

Create and manage rows in Microsoft Excel when new logs are created in JobTread

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Microsoft Excel and JobTread to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Make work flow with AI

Frequently Asked Questions about Microsoft Excel + JobTread integrations

Connect Microsoft Excel to JobTread on the world's largest no-code automation platform