Connect Revolut Business and Microsoft Excel to unlock the power of automation

To integrate Revolut Business with Microsoft Excel through our platform, you need to create a Zap that links both applications. Begin by selecting Revolut Business as the trigger app and choose a trigger event such as 'New Transaction.' Next, set Microsoft Excel as the action app and select an action like 'Add Row,' which allows transaction data to be added directly into your spreadsheet.

When integrating Revolut Business with Microsoft Excel, you can use triggers such as 'New Transaction' or 'Account Balance Updated.' These triggers will prompt an automatic action in Excel, like recording a new transaction or updating balance information in your spreadsheet.

Yes, you can set up a Zap where the trigger is a new transaction in Revolut Business, and the action is to update an existing row in Microsoft Excel. You will need to ensure that there's a unique identifier for each row to correctly match and update the data.

While creating complex reports can be achieved indirectly, our integration primarily facilitates the automatic data transfer between Revolut Business and Microsoft Excel. Once your data is transferred into Excel, you can use its built-in features like PivotTables and Charts for advanced reporting.

The primary limitation depends on the storage capacity within your Microsoft Excel files and any daily limits set by your Revolut account plan. Our system processes transactions efficiently, but we recommend monitoring file sizes to maintain optimal performance.

Typically, there's a short delay due to processing time on our end. Once a new transaction occurs in Revolut Business, it should appear in your linked Microsoft Excel sheet almost immediately depending on internet speed and server load.

Absolutely! During setup, you have the option to map fields from your Revolut transactions directly into specified columns within your Microsoft Excel spreadsheet. This customization ensures that all necessary details are organized correctly per your requirements.