Microsoft Excel + Service Fusion

Add new Service Fusion invoices to a Microsoft Excel table as rows

Easily track and manage your invoicing process with this streamlined workflow. When a new invoice is created in Service Fusion, a row will be instantly added to your chosen Microsoft Excel table. This delivers a seamless integration that enables you to maintain a meticulously detailed and updated record of all your invoices without any manual intervention. Spend less time manually managing your financial documents and more time growing your business.

Easily track and manage your invoicing process with this streamlined workflow. When a new invoice is created in Service Fusion, a row will be instantly added to your chosen Microsoft Excel table. This delivers a seamless integration that enables you to maintain a meticulously detailed and updated record of all your invoices without any manual intervention. Spend less time manually managing your financial documents and more time growing your business.

  1. When this happens...
    Service FusionService Fusion
    New Invoice

    Triggers when a new Service Fusion invoice is created.

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

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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  • Spreadsheets

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About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.
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Related categories

  • eCommerce