Microsoft Excel + Katana
Create customers in Katana from updated rows in Microsoft Excel
Keep your customer data current with this efficient workflow. When a modification occurs in a row in Microsoft Excel, it instantly generates a fresh customer entry in your Katana system. By removing the need for redundant manual data input, you save time, cut down chances of error, and ensure accurate and proficient management of customer and sales records.
Keep your customer data current with this efficient workflow. When a modification occurs in a row in Microsoft Excel, it instantly generates a fresh customer entry in your Katana system. By removing the need for redundant manual data input, you save time, cut down chances of error, and ensure accurate and proficient management of customer and sales records.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Customer
Creates a customer.
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