Microsoft Excel + Sage Intacct

Create new Sage Intacct contacts from new rows in Microsoft Excel

This workflow begins with the addition of a new row in your Microsoft Excel spreadsheet and results in the creation of a new contact in your Sage Intacct application. It saves you time on data entry and ensures that all new Excel information is swiftly and accurately reflected in your Sage Intacct database. Enhance efficiency, eliminate the risk of manual errors, and keep your contact list updated with this seamless process.

This workflow begins with the addition of a new row in your Microsoft Excel spreadsheet and results in the creation of a new contact in your Sage Intacct application. It saves you time on data entry and ensures that all new Excel information is swiftly and accurately reflected in your Sage Intacct database. Enhance efficiency, eliminate the risk of manual errors, and keep your contact list updated with this seamless process.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • 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
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excel logo

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

  • Microsoft
  • Spreadsheets

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting