CustomerX + Microsoft Excel

Create financials in CustomerX for every new row in Microsoft Excel

Streamline your workflow and instantly update your CustomerX financials every time a new row is added in your Microsoft Excel. This efficient process helps maintain up-to-date records in your CustomerX account, eliminating the need for manual data entry. Save time, reduce errors and ensure consistent financial data between your Microsoft Excel and CustomerX.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Financials
Create a financials
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- External Id ContractRequired
- Reason of CancellationRequired
Action
Write

- External Id ClientRequired
- DescriptionRequired
- Start DateRequired
- Final Date
- Contract ValueRequired
- Date SaleRequired
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id ClientRequired
- IdentifierRequired
- DescriptionRequired
- Date issueRequired
- Date dueRequired
- ValueRequired
- StatusRequired
- Date payment
- Discont Paid
- Amount paid
Action
Write
- External IdRequired
- External ID TicketRequired
- TitleRequired
- DescriptionRequired
- Type ActivityRequired
- Date RegistrationRequired
- StatusRequired
Action
Write
- External IdRequired
- E-mail
- External Id Client
- External Id Contact
- TitleRequired
- DescriptionRequired
- Type TicketRequired
- Date OpeningRequired
- StatusRequired
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id ClientRequired
- Type of TrackingRequired
- IdentifierRequired
- Email ContactRequired
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id Ticket (ID External of UPDATE)Required
- External Id Client
- External Id Contact
- Title
- Description
- Type Ticket
- Date Opening
- Status
- Priority
- Name Of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- External Id Client
- Company NameRequired
- Date RegisterRequired
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- Id External of ContractRequired
- Description of AdditiveRequired
- Date Initial of AdditiveRequired
- Date Sale of AdditiveRequired
- Value of AdditiveRequired
- Type AdditiveRequired
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan Id
- Renew in Days
Action
Write
- NoteRequired
- Date ResponseRequired
- Date SendRequired
- Email UserRequired
- Observation
Action
Write
- NameRequired
- EmailRequired
- Type of ContactRequired
- Id External of Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
- External Id ClientRequired
- External Id ContactRequired
- TitleRequired
- DescriptionRequired
- Type TicketRequired
- Date OpeningRequired
- StatusRequired
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
- Description
- Date issue
- Date due
- Value
- Status
- Date payment
- Discont Paid
- Amount paid
Action
Write

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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