Create new Sage Intacct contacts from newly imported EasyCSV spreadsheet rows
This handy workflow lets you transfer information smoothly between EasyCSV and Sage Intacct. Every time a new row is imported to your spreadsheet in EasyCSV, it simultaneously creates a contact in Sage Intacct. By replacing manual data entry, this workflow saves time, reduces errors, and promotes efficiency in maintaining your contact list.
This handy workflow lets you transfer information smoothly between EasyCSV and Sage Intacct. Every time a new row is imported to your spreadsheet in EasyCSV, it simultaneously creates a contact in Sage Intacct. By replacing manual data entry, this workflow saves time, reduces errors, and promotes efficiency in maintaining your contact list.
- When this happens...New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItCSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
CSV Filename (optional)
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try It