Microsoft Excel + Projectworks

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Manage your project timesheets more effectively with this efficient workflow. When you input new timesheet entries in Projectworks, it will create a corresponding spreadsheet in Microsoft Excel. This way, you are able to keep accurate records and save time on data transfer. Increase your productivity and stay organized with this seamless integration.

When this happens...
Get Timesheet Entries
Triggers when a user requests a list of timesheet entries
TriggerPolling
automatically do this!
Create Workbook
Creates a new workbook
ActionWrite

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Supported triggers and actions

- projectID
Trigger
Polling
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Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
Try It
Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
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- moduleID
Trigger
Polling
Try It
Get Users
Triggers when a user requests a list of users.
Trigger
Polling
Try It

- UserIDRequired
- TaskIDRequired
- Hours
- IsActiveRequired
Action
Write
- ClientNameRequired
- AccountManagerIDRequired
- OfficeIDRequired
- ExternalReference
- IsActive
- CurrencyIDRequired
Action
Write

- ProjectNameRequired
- OfficeIDRequired
- ClientIDRequired
- ProjectTypeIDRequired
- ProjectStatusIDRequired
- CurrencyIDRequired
- ProjectManagerIDRequired
- AccountManagerIDRequired
- TaskSelfServiceModeIDRequired
- ExternalReference
Action
Write
- UserIDRequired
- TaskIDRequired
- DateRequired
- MinutesRequired
- Comment
Action
Write
- moduleIDRequired
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityIDRequired
- EntityTypeIDRequired
- FieldIDRequired
- ValueRequired
Action
Write
- taskIDRequired
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeIDRequired
- labelRequired
Action
Search
- externalReferenceRequired
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
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- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
Try It
- clientID
Trigger
Polling
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- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
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- StatusIDRequired
Trigger
Polling
Try It
- ProjectIDRequired
- ModuleNameRequired
- BudgetRequired
- IsServicesRequired
- GLCodeIDRequired
- IsActive
- ExternalReference
Action
Write
- UserIDRequired
- StatusIDRequired
- DateRequired
- TypeIDRequired
- HoursRequired
Action
Write
- moduleIDRequired
- TaskNameRequired
- TaskTypeIDRequired
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectIDRequired
- DateRequired
- ResourceTypeIDRequired
- UserIDRequired
- IsPenciledRequired
- HoursRequired
- Comment
- ModeIDRequired
Action
Write
- clientIDRequired
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectIDRequired
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- IDRequired
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReferenceRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

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.

Learn more

Related categories

Similar apps

About Projectworks

Projectworks is a professional services software that grows your business with tools for time tracking, reporting, forecasting, and more.

Related categories

Project Management

Microsoft Excel + Projectworks

Create spreadsheets in Microsoft Excel for new timesheet entries in Projectworks

Get Budgets

Get Custom Fields

Get Offices

Get Timecodes

Get Users

Assign Timecode

Create Company

Create Project

Create Timesheet Entry

Update Budget

Update CustomFieldValue

Update Timecode

Find ClientID

Find CustomFieldID

Find ModuleID

Find ProjectID

Find UserID

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

Get Clients

Get Leave Statuses

Get Projects

Get Timesheet Entries

New Leave Request

Create Budget

Create Leave

Create Timecode

Set Resourcing

Update Company

Update Project

Update Timesheet Entry

Find CurrencyID

Find GLCode ID

Find OfficeID

Find TaskID

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Projectworks

Related categories