Connect Microsoft Excel and ServiceM8 to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Excel to ServiceM8 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with ServiceM8 - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Create Client" in ServiceM8.
You’re connected!
Zapier seamlessly connects Microsoft Excel and ServiceM8, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Excel and ServiceM8
Record completed jobs in Excel
When a job's status changes to Completed in ServiceM8, Zapier will automatically create a new row in a Microsoft Excel worksheet to keep track for easier reporting and record-keeping.
Business OwnerTrack client trends in Excel
When a new client is created in ServiceM8, Zapier will automatically create a new entry in Microsoft Excel to help you monitor new client trends and demographics.
Marketing & Marketing OpsUpdate Excel records with new ServiceM8 jobs
When a new job is created in ServiceM8, Zapier will automatically add a new row in Microsoft Excel to keep team reports accurate and up-to-date, reducing manual data entry.
Sales OpsLearn how to automate Microsoft Excel on the Zapier blog
Learn how to automate ServiceM8 on the Zapier blog
Frequently Asked Questions about Microsoft Excel + ServiceM8 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and ServiceM8
How can I integrate Microsoft Excel with ServiceM8?
You can integrate Microsoft Excel with ServiceM8 using automation tools like ours, which allow you to set up triggers and actions between the two platforms. For example, a new row added in Excel can trigger the creation of a new job in ServiceM8.
What is a common trigger when integrating Microsoft Excel with ServiceM8?
A common trigger when integrating Microsoft Excel with ServiceM8 could be adding or updating a row in an Excel spreadsheet, which can initiate an action such as creating or updating a job in ServiceM8.
Can I update client information in ServiceM8 from Excel?
Yes, you can update client information in ServiceM8 by setting up a trigger that detects changes or additions to rows in your Excel sheet. This would then push updates to the corresponding client fields in ServiceM8.
Is it possible to automatically create invoices in MS Excel from completed jobs in ServiceM8?
Yes, it's possible to automate this process. You can set up a trigger for when a job is marked as complete in ServiceM8, which will then create an invoice entry in your specified MS Excel spreadsheet.
Are there any limits on the amount of data I can sync between Microsoft Excel and ServiceM8?
While we do not impose strict limits on data sync, performance might vary based on data size and complexity. It's advisable to test with your data volume to ensure smooth operation.
How often are changes synced between Microsoft Excel and ServiceM8?
Changes are typically synced between Microsoft Excel and ServiceM8 based on the frequency you set during configuration. This can range from immediate syncing upon changes to scheduled intervals depending on your preference.
Do I need any special permissions to connect Microsoft Excel with ServiceM8?
Yes, you need adequate permissions for both platforms. In Microsoft Excel, you’ll require access rights for editing spreadsheets, while appropriate user rights are needed for interacting with job details and client information within ServiceM8.
