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Zapier makes it easy to integrate Microsoft Excel with Simpro - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Simpro
Simpro
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
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 "Attach File to Job" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Simpro, 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.
Create a new record or update an existing record in your app.
Title
Given Name
Required
Family Name
Required
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
Cell Phone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Customer Contact
Lead Name
Additional Contacts
Site Contact
Description
Notes
Follow Up Date
Tags
Sales Person
Project Manager
Forecast Estimated Price
Forecast Probability of Sale
Forecast Expected Due Date Month
Forecast Expected Due Date Year
Status ID
Cost Center
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Staff
Required
Date
Start Time
Required
End Time
Required
Schedule Rate
Required
Notes
Locked
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job
Required
Customer
Site
Customer Contract
Customer Contact
Additional Contacts
Site Contact
Order Number
Request Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Completed Date
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
STCs Eligible
VEECs Eligible
STC Value
VEEC Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Order No
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Address
City
State
Postal Code
Country
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Phone
Cell Phone
Alt Phone
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given Name
Required
Family Name
Fax
Department
Position
Notes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
ID
Company Name
Required
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and Simpro with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Simpro actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Attach File to Job
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Excel and Simpro
Track new Simpro customers in Excel
When a new company customer is created in Simpro, Zapier automatically adds a new row in Microsoft Excel. This ensures all customer data is saved in a single location for better workflow management and streamlined reports.
When a job is updated in Simpro, Zapier automatically updates the corresponding row in Microsoft Excel. This provides engineers with real-time access to the latest data, reducing errors and keeping everyone informed.
Each time a new quote is created in Simpro, Zapier adds the quote details as a new row in Microsoft Excel. This helps IT teams track quotes and use the data for trend analysis or budgeting, all without manual work.
Learn how to automate Microsoft Excel on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
