Create Microsoft Excel spreadsheet rows from new transactions detected in Ponto
Save time managing your banking data with this integration. Set it up to automatically create a new row in the Microsoft Excel spreadsheet of your choice, containing the full details for each new transaction detected for your bank account.
Save time managing your banking data with this integration. Set it up to automatically create a new row in the Microsoft Excel spreadsheet of your choice, containing the full details for each new transaction detected for your bank account.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It