Connect Bookly and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Bookly to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bookly with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Bookly.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Bookly and Microsoft Excel, 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.
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New or Updated Appointment
Triggers when a new appointment is created or modified.
Try ItTriggerPolling - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Updated Appointment
Triggers when an appointment is modified.
Try ItTriggerPolling - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling
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Connect Bookly and Microsoft Excel 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.
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Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Bookly + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bookly and Microsoft Excel
How do I integrate Bookly with Microsoft Excel?
To integrate Bookly with Microsoft Excel, you need to use our integration platform. Set up triggers in Bookly such as 'New Booking' or 'Booking Status Updated' and define actions like 'Create Spreadsheet Row' in Excel where booking details will be recorded.
What triggers are available for the Bookly and Microsoft Excel integration?
We offer various triggers from Bookly including 'New Booking', 'Booking Canceled', and 'New Customer'. You can use these to automate data entry actions in your Excel spreadsheets.
Can I update an existing row in Excel when a booking is changed in Bookly?
Yes, you can update an existing row by using a trigger like 'Booking Status Updated' in Bookly, and set it to perform the action 'Update Spreadsheet Row' in your Excel file.
How do I handle duplicate entries when exporting bookings from Bookly to Excel?
To prevent duplicate entries, use our unique identifiers assigned to each booking. Set rules within the integration to check for these IDs before creating or updating rows in Excel.
Can I filter which bookings get sent to my Excel spreadsheet?
Yes, you can apply filters during the setup of your integration. For instance, send only confirmed bookings by setting up conditions based on booking status before they are exported to your spreadsheet.
What if there's an error when transferring data from Bookly to Excel?
If an error occurs, our system logs it for review. You can troubleshoot by checking connectivity issues or verifying that data formats between platforms match expected values.
Is it possible to pull customer information from Bookly into an Excel report automatically?
Certainly! Use triggers like 'New Customer' or updates related to customer profiles in Bookly and map corresponding actions such as adding a row with specific customer details into your compiled Excel reports.
