Microsoft Excel + Wave
Create spreadsheets in Microsoft Excel for new customers in Wave
Streamline your client onboarding process with this handy workflow between Wave and Microsoft Excel. Whenever you gain a new customer in Wave, this automation will craft an entry in your chosen Excel spreadsheet. This means your customer information is always up-to-date, freeing you time to focus on delivering excellent customer service.
Streamline your client onboarding process with this handy workflow between Wave and Microsoft Excel. Whenever you gain a new customer in Wave, this automation will craft an entry in your chosen Excel spreadsheet. This means your customer information is always up-to-date, freeing you time to focus on delivering excellent customer service.
- When this happens...New Customer
Triggers when a new customer is added to a business you choose.
- automatically do this!Create Workbook
Creates a new workbook
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BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
