bexio + Microsoft Excel
Generate sales invoices in bexio from new rows in Microsoft Excel
When a new row is added in your Microsoft Excel spreadsheet, this workflow swiftly generates a sales invoice in bexio. This automation eliminates manual data re-entry, streamlines your invoicing process and ensures all sales data from Excel are accurately represented in your bexio invoices. It's an efficient way to maintain your accounts without having to switch between applications.
When a new row is added in your Microsoft Excel spreadsheet, this workflow swiftly generates a sales invoice in bexio. This automation eliminates manual data re-entry, streamlines your invoicing process and ensures all sales data from Excel are accurately represented in your bexio invoices. It's an efficient way to maintain your accounts without having to switch between applications.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create a Sales Invoice
Create a product based sales invoice.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
