Microsoft Excel + Resource Guru

Create new Resource Guru clients from new rows in Microsoft Excel

Keep your client information up-to-date without the manual work. With this workflow, every time there's a new row in a Microsoft Excel sheet, it will create a new client in your Resource Guru app. This automation saves you time and guarantees your project management in Resource Guru always reflects the newest data from your Excel sheets.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- 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

- New, Updated or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- NameRequired
- Notes
- Color
Action
Write
- Resource TypeRequired
Action
Write
- BookingRequired
- Booker
- Resource
- Client
- Allow Waiting
- Details
- Specific Time or Hours Per Day
Action
Write
- ProjectRequired
- Project Code
- Name
- Associated Client
- Notes
- Color
Action
Write
- Time Off EventRequired
- Resource
- Booker
- Event Type
- From
- To
- Timezone
- Details
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- 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
- New, Updated or BothRequired
Trigger
Instant
Try It
- New, Updated or BothRequired
Trigger
Instant
Try It
- Booker
- ResourceRequired
- Client
- Project
- Allow Waiting
- Details
- Specific Time or Hours Per DayRequired
Action
Write
- NameRequired
- Project Code
- Associated Client
- Notes
- Color
Action
Write
- ResourceRequired
- BookerRequired
- Event TypeRequired
- FromRequired
- ToRequired
- Timezone
- Details
Action
Write
- ClientRequired
- Name
- Notes
- Color
Action
Write
- ResourceRequired
Action
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.

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