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Microsoft Excel + Karbon

Create new Karbon contacts from new rows in Microsoft Excel

Enhance your contact management process by connecting Microsoft Excel and Karbon using this workflow. Every time a new row is added to your Excel sheet, a corresponding contact is instantly created or updated in Karbon. This automation not only saves time but also maintains high precision in managing data. Enjoy a faster, more efficient method for managing your organization's data.

Enhance your contact management process by connecting Microsoft Excel and Karbon using this workflow. Every time a new row is added to your Excel sheet, a corresponding contact is instantly created or updated in Karbon. This automation not only saves time but also maintains high precision in managing data. Enjoy a faster, more efficient method for managing your organization's data.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    KarbonKarbon
    Create Person Contact

    Triggers when a new person contact is created.

    ActionWrite
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Supported triggers and actions

    • 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
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excel logo

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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Related categories

  • Microsoft
  • Spreadsheets

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About Karbon

Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
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Related categories

  • Project Management

Related Zap Templates

Related Zap Templates

  • Create Microsoft Excel rows for new Karbon organization contacts