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Quickly connect Microsoft Excel to Jobber with a Zapier template.

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Add new Jobber invoices to Microsoft Excel as rows in a table
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Jobber + Microsoft Excel
Create rows in Microsoft Excel for new Jobber requests
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Jobber + Microsoft Excel
Add rows to Microsoft Excel when new Jobber job completions occur
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Jobber + Microsoft Excel
Add new Jobber clients to Microsoft Excel as rows
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Jobber + Microsoft Excel
Add new Jobber requests to Microsoft Excel rows for seamless tracking
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Jobber + Microsoft Excel
Add rows to Microsoft Excel for new quote approvals in Jobber
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Jobber + Microsoft Excel

Add new Jobber invoices to Microsoft Excel as rows in a table

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Jobber + Microsoft Excel

Create rows in Microsoft Excel for new Jobber requests

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Jobber + Microsoft Excel

Add rows to Microsoft Excel when new Jobber job completions occur

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Jobber + Microsoft Excel

Add new Jobber clients to Microsoft Excel as rows

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Jobber + Microsoft Excel

Add new Jobber requests to Microsoft Excel rows for seamless tracking

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Jobber + Microsoft Excel

Add rows to Microsoft Excel for new quote approvals in Jobber

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Jobber + Microsoft Excel

Create new Microsoft Excel rows for each new Jobber quote
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Jobber + Microsoft Excel
Add new Jobber clients to a Microsoft Excel table as rows for seamless tracking
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Jobber + Microsoft Excel

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Jobber - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Excel

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Excel, a trigger could be "New Row."

A trigger is the event that kicks off your automated workflow.

Setup an action from Jobber

An action is what takes place after the automation is triggered. For example, with Jobber, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Excel to Jobber

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Excel to Jobber integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Microsoft Excel + Jobber integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Jobber

How can I start integrating Microsoft Excel with Jobber?

You can begin integrating Microsoft Excel with Jobber by utilizing our platform to create an automated workflow, also known as a "Zap." You'll set up triggers and actions to connect data between the two applications seamlessly.

What kind of triggers can I use in Jobber when integrating with Excel?

When integrating Jobber with Excel, you can use triggers such as "New Client," "New Request," or "New Invoice" in Jobber. These events will prompt actions like adding rows or updating data in your Excel spreadsheets.

Can I update existing records in Excel through the integration?

Yes, you can update existing records in Excel through the integration. By setting a certain trigger in Jobber, such as "Job Completed," you can configure an action to update corresponding records in your connected Excel spreadsheet.

Is it possible to create new worksheets in Excel from Jobber data?

Absolutely! You can set an action to create new worksheets in Excel whenever specific triggers occur in Jobber. This setup allows for more organized and efficient data management.

What happens when there's a conflict between my Excel data and the information coming from Jobber?

In cases where there is a conflict between your dataset and incoming information from Jobber, you will be prompted to resolve discrepancies, ensuring that your data remains consistent and accurate across both platforms.

How often does the integration between Microsoft Excel and Jobber sync data?

The frequency of synchronization depends on how you've configured your workflows. You may choose immediate real-time syncing upon certain triggers or scheduled intervals for batch updates to suit your specific needs.

Are there limitations on the amount of data that can be transferred between Excel and Jobber?

There may be some limitations based on account type or plan, but generally, our platform efficiently handles typical business workloads. However, it's advisable to check for any API limits set by either application that might affect large-scale transfers.

Connect Microsoft Excel and Jobber to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
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- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
  Required
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
  Required
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Jobber on the Zapier blog

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.

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