Microsoft Excel + ServiceTrade

Update rows in Microsoft Excel for each updated location in ServiceTrade

Keep your records up-to-date in an efficient way with this connectivity between ServiceTrade and Microsoft Excel. When the location is modified in ServiceTrade, an immediate update to your Microsoft Excel spreadsheet happens in real-time. This automatic workflow saves you ample time from manual data entry, improving your overall productivity and ensuring your files remain current and accurate at all times.

When this happens...
Updated Location
Triggers when an existing Location is updated.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Attachment
Triggers when a new attachment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Location
Triggers when a new location is created.
Trigger
Instant
Try It

Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It

Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
Try It
Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
Try It
- LocationRequired
- Asset DataRequired
- Asset TypeRequired
Action
Write
- CommentRequired
- Job NumberRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- JobRequired
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Write
- Invoice TypeRequired
- Invoice StatusRequired
- Job IDRequired
- Name
- Invoice Number
Action
Write
- JobRequired
- Libitem
- Display NameRequired
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- LocationRequired
- Job TypeRequired
- Quote DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment IDRequired
- Job ID
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Contact
- Company
- Location
- Type
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Job ItemRequired
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset SearchRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Contract NameRequired
Action
Search
- Job IDRequired
Action
Search
- Location NameRequired
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote NumberRequired
Action
Search
- External System NameRequired
- External IDRequired
- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- 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 Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
Try It
Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
Try It
Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
Try It
Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
Try It
- Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
Action
Write
- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- Request TypeRequired
- API Endpoint URLRequired
Action
Write
- Import Type
- File NameRequired
- ContentRequired
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Job Description
- Service LineRequired
- Service DescriptionRequired
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- CompanyRequired
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company Status
Action
Write
- Invoice IDRequired
- Invoice TypeRequired
- Invoice StatusRequired
- Name
- Invoice Number
Action
Write
- LocationRequired
- Taxable
- Location External ID
- Location External System Name
- Location Name
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
Action
Write
- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search StringRequired
Action
Search
- Deficiency NumberRequired
Action
Search
- Job NumberRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Search StringRequired
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System NameRequired
- External IDRequired
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or 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

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 ServiceTrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Add rows in Microsoft Excel for new locations in ServiceTrade

Related Zap Templates

Add rows in Microsoft Excel for new locations in ServiceTrade

Microsoft Excel + ServiceTrade

Update rows in Microsoft Excel for each updated location in ServiceTrade

New Attachment

New Company

New Deficiency

New Job

New Location

Updated Appointment

Updated Contact

Updated Invoice

Updated Location

Add Asset to Location

Add Comment to Job

Add Tag

Create Appointment

Create Company

Create Invoice

Create Job Item

Create Quote

Update Appointment

Update Contact

Update Job Item

Find Asset by Search

Find Company by External ID

Find Contract by Name

Find Job by Job ID

Find Location

Find Quote by Quote Number

Find or Create Customer Company by External ID

Find or Create Customer Location

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

New Clock Event

New Contact

New Invoice

New Job Comment

New Quote

Updated Company

Updated Deficiency

Updated Job

Updated Quote

Add Attachment to Job

Add Comment to Location

Create API Request

Upload File to Bulk Import

Create Contact

Create Job

Create Location

Remove Tag

Update Company

Update Invoice

Update Location

Find Company

Find Contact

Find Deficiency by Deficiency Number

Find Job by Job Number

Find Location by External ID

Find or Create Customer Company

Find or Create Contact

Find or Create Customer Location by External ID

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About ServiceTrade

Related categories