Import new spreadsheet rows from EasyCSV to create contacts in Sage Intacct
Easily manage your contacts when you import new spreadsheet rows from EasyCSV to Sage Intacct. This simple workflow streamlines your process, creating a new contact in Sage Intacct whenever a new row is imported in the EasyCSV. Say goodbye to the manual data entry and focus on productive tasks, making your contact management more efficient and accurate.
Easily manage your contacts when you import new spreadsheet rows from EasyCSV to Sage Intacct. This simple workflow streamlines your process, creating a new contact in Sage Intacct whenever a new row is imported in the EasyCSV. Say goodbye to the manual data entry and focus on productive tasks, making your contact management more efficient and accurate.
- When this happens...New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItCSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
CSV Filename (optional)
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try It