Add rows in Microsoft Excel for each completed transaction in Leap
Streamline your business operations with this handy workflow. When a transaction is completed in the Leap app, it will systematically create a new row in your Microsoft Excel spreadsheet. This assists in keeping your financial records up-to-date, all while reducing manual data entry. The result is an efficient, seamless integration between Leap and Excel enhancing your financial tracking and reporting capabilities.
Streamline your business operations with this handy workflow. When a transaction is completed in the Leap app, it will systematically create a new row in your Microsoft Excel spreadsheet. This assists in keeping your financial records up-to-date, all while reducing manual data entry. The result is an efficient, seamless integration between Leap and Excel enhancing your financial tracking and reporting capabilities.
- When this happens...Transaction Complete
Triggers when a new credit card or e-check transaction is completed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Document Sent
Triggers when a new PDF file is sent.
Try ItTransaction Complete
Triggers when a new credit card or e-check transaction is completed.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It