Donorbox + Microsoft Excel
Add new or updated Donorbox donors to a Microsoft Excel spreadsheet as rows
Keep your donor records in Microsoft Excel up-to-date with this workflow. Every time there's a new or updated donor in Donorbox, this automation will add a row in your selected Excel spreadsheet, ensuring you have all the latest information at your fingertips. Start using this workflow and streamline your donor management process.
Keep your donor records in Microsoft Excel up-to-date with this workflow. Every time there's a new or updated donor in Donorbox, this automation will add a row in your selected Excel spreadsheet, ensuring you have all the latest information at your fingertips. Start using this workflow and streamline your donor management process.
- When this happens...New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItNew or Updated Tickets Purchase Transaction
Add a new event transaction. Can be used to update an existing event transaction too.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Try ItNew or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Try ItNew or Updated Ticket
Add a new ticket. Can be used to update an existing ticket too.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try It
