Microsoft Excel + Practice Better
Create spreadsheets in Microsoft Excel for new clients in Practice Better
When a new client is added in Practice Better, this workflow creates a corresponding spreadsheet in Microsoft Excel. It takes care of data transfer between the two platforms, saving you from manual data entry. Use this setup to seamlessly keep your client information organized and up-to-date.
When a new client is added in Practice Better, this workflow creates a corresponding spreadsheet in Microsoft Excel. It takes care of data transfer between the two platforms, saving you from manual data entry. Use this setup to seamlessly keep your client information organized and up-to-date.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Create Workbook
Creates a new workbook
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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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About Practice Better
Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!