Microsoft Excel + Wheelbase
Add new customers from Wheelbase to Microsoft Excel rows instantly
Simplify your client management with this effective workflow. Whenever there's a new customer in Wheelbase, it will instantly push the information to Microsoft Excel, adding a new row with the customer details. This efficient process saves you time and ensures all your customer data is organized in one place. A convenient solution for seamless customer data management without manual data entry.
Simplify your client management with this effective workflow. Whenever there's a new customer in Wheelbase, it will instantly push the information to Microsoft Excel, adding a new row with the customer details. This efficient process saves you time and ensures all your customer data is organized in one place. A convenient solution for seamless customer data management without manual data entry.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Status
Try ItNew Message
Triggers when a new message is created.
Try ItVehicleRequired
Start DateRequired
End DateRequired
Renter TypeRequired
EmailRequired
First Name
Last Name
Phone
Locale
Street Address
Apartment/Suite/Other
City
State
Postal Code
County
Country
New Customer
Triggers when a new customer is created.
Try ItNew Rental
Triggers when a new rental is created.
Try ItReservationRequired
Vehicle
Start Date
End Date
Pickup Street Address
Pickup Apartment/Suite/Other
Pickup City
Pickup State
Pickup Postal Code
Pickup Country
Pickup Latitude
Pickup Longitude
Dropoff Street Address
Dropoff Apartment/Suite/Other
Dropoff City
Dropoff State
Dropoff Postal Code
Dropoff Country
Dropoff Latitude
Dropoff Longitude
Name of VehicleRequired
TypeRequired
Vehicle Year
Vehicle MakeRequired
Vehicle modelRequired
Location
Description
