Microsoft Excel + UpKeep

Create work orders in UpKeep when new rows are created in Microsoft Excel

Streamline your maintenance with Excel. With this automation, new rows in Microsoft Excel create work orders in UpKeep.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Work Order
Creates new work order.
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 Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
Request Approved
Triggers when a request is approved.
Trigger
Instant
Try It
Work Order Category Change
Triggers when category changes on a work order.
Trigger
Instant
Try It
- TitleRequired
- Detailed Description
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- IdRequired
- Status
Action
Write
- Asset NameRequired
Action
Search
- Part NameRequired
Action
Search
- Vendor NameRequired
Action
Search

- 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 Request
Triggers when a new request is created.
Trigger
Instant
Try It
Purchase Order Status Change
Triggers when a status changes on a purchase order.
Trigger
Instant
Try It
Work Order Status Change
Triggers when a status changes on a work order.
Trigger
Instant
Try It
- TitleRequired
- Category
- Due Date
- Vendor
- Description
- Part ID
- Part Quantity
- Tax
- Shipping Cost
- Other Cost
- Company Name
- Company Slogan
- Company Street
- Company Zipcode
- Company City
- Company State
- Company Phone
- Company Fax
- Shipping Name
- Shipping Company
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zipcode
- Shipping Phone
- Shipping Fax
- Purchase Order Date
- Requisitioner
- Shipping Method
- F.O.B. Shipping Point
- Terms
- Notes
Action
Write
- Detailed Description
- TitleRequired
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Location NameRequired
Action
Search
- Email IdRequired
Action
Search

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 UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.

Learn more

Related categories

Project Management

Related Zap Templates

Add rows in Microsoft Excel when UpKeep purchase orders are approved

Add new UpKeep purchase orders to a Microsoft Excel sheet as rows

Microsoft Excel + UpKeep

Create work orders in UpKeep when new rows are created in Microsoft Excel

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Purchase Order

New Work Order

Request Approved

Work Order Category Change

Create Request

Update Purchase Order

Find Asset

Find Part

Find Vendor

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

New Request

Purchase Order Status Change

Work Order Status Change

Create Purchase Order

Create Work Order

API Request (Beta)

Find Location

Find User

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About UpKeep

Related categories

Related Zap Templates

Related Zap Templates