Microsoft Excel + Sivo

Create Sivo business borrowers from updated rows in Microsoft Excel

Manage your lending business efficiently with this workflow. When you make updates to a row in your Microsoft Excel, it will immediately create a Business Borrower in your Sivo application. This automation not only saves your time, but also ensures accuracy and speed in transferring information from your spreadsheets to your Sivo account, enhancing your loan processing capabilities.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Create Business Borrower
Creates or updates a business borrower.
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

- EnvironmentRequired
- Email
- Beneficiary Address
- Beneficiary Country
- Account Number
- Routing Code Type 1
- Routing Code Value 1
- Routing Code Type 2
- Routing Code Value 2
- Bic Swift
- Iban
- Default Beneficiary
- Bank Address
- Bank Name
- Bank Account Type
- Beneficiary Company Name
- Beneficiary First Name
- Beneficiary Last Name
- Beneficiary City
- Beneficiary Postcode
- Beneficiary State Or Province
- Beneficiary Date Of Birth
- Beneficiary Identification Type
- Beneficiary Identification Value
- Payment Types
- Beneficiary External Reference
- Business Nature
- Company Website
- NameRequired
- Bank Account Holder NameRequired
- Bank CountryRequired
- Beneficiary Entity TypeRequired
- CurrencyRequired
Action
Write
- EnvironmentRequired
- IdRequired
- Is VeteranRequired
- First NameRequired
- Last NameRequired
- StreetRequired
- Unit
- CityRequired
- State / ProvinceRequired
- Zip CodeRequired
- CountryRequired
- Date Of BirthRequired
- Country Code
- Phone
- EmailRequired
- Credit Ranking
Action
Write
- debt line idRequired
- Ledger TypeRequired
Action
Write
- EnvironmentRequired
- Payment Date
- Payment Type
- Beneficiary IdRequired
- ReasonRequired
- ReferenceRequired
- Conversion Id
- Unique Request Id
- Ultimate Beneficiary Name
- Purpose Code
- Charge Type
- Fee Amount
- Fee Currency
- AmountRequired
- CurrencyRequired
Action
Write
- EnvironmentRequired
- IdRequired
- Loan IdRequired
- DateRequired
- AmountRequired
- BalanceRequired
- TypeRequired
- Loan StatusRequired
- Description
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
- EnvironmentRequired
- IdRequired
- Entity Document Id
- CompanyRequired
- Date Of IncorporationRequired
- StreetRequired
- Unit
- CityRequired
- State / ProvinceRequired
- Zip CodeRequired
- CountryRequired
- Country Code
- Phone
- EmailRequired
- Credit Ranking
- WebsiteRequired
- Industry
Action
Write
- EnvironmentRequired
- Debt Line IdRequired
- AmountRequired
- DescriptionRequired
Action
Write
- EnvironmentRequired
- Debt Line IdRequired
- AmountRequired
- TypeRequired
Action
Write
- EnvironmentRequired
- Receivable TypeRequired
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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