Dext + Microsoft Excel

Add new rows in Microsoft Excel for new processed receipts in Dext

Manage your financial records with ease with this workflow between Dext and Microsoft Excel. Whenever a new processed receipt notification appears in your Dext app, the workflow steps in to add a corresponding row to your chosen Excel spreadsheet. This automation ensures all financial data is readily available and organized in Excel, eliminating manual data entry and enhancing financial accuracy across your operations.

Manage your financial records with ease with this workflow between Dext and Microsoft Excel. Whenever a new processed receipt notification appears in your Dext app, the workflow steps in to add a corresponding row to your chosen Excel spreadsheet. This automation ensures all financial data is readily available and organized in Excel, eliminating manual data entry and enhancing financial accuracy across your operations.

  1. When this happens...
    DextDext
    New Processed Receipt Notification

    Triggers when a new receipt has been processed and allows you to create custom notifications.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Archive Receipts

    • Client Filter

    Trigger
    Scheduled
    Try It
    • Threshold

    • Client Filter

    Trigger
    Scheduled
    Try It
    • PhotoRequired

    • Client Filter

    Action
    Write
    • PhotoRequired

    • Client Filter

    Action
    Write
    • Client Filter

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Mobile Number

    • Account Name

    Action
    Write
  • Dext triggers, actions, and search

    Check Number of Processed Receipts

    Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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About Dext

Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
Learn more

Related categories

  • Accounting
excel logo
excel logo

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.

Related categories

  • Microsoft
  • Spreadsheets

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