Microsoft Excel + Simpro

Update Microsoft Excel rows when Simpro customers are updated

Keep your client information consistently up-to-date with this workflow. When customer details are modified in Simpro, it instantly adds a new row in your Microsoft Excel spreadsheet, facilitating real-time data updates. This not only reduces manual tracking but also enhances data accuracy, simplifying your task management while saving time and effort. Experience a seamless process and stay updated with key client changes effortlessly.

Keep your client information consistently up-to-date with this workflow. When customer details are modified in Simpro, it instantly adds a new row in your Microsoft Excel spreadsheet, facilitating real-time data updates. This not only reduces manual tracking but also enhances data accuracy, simplifying your task management while saving time and effort. Experience a seamless process and stay updated with key client changes effortlessly.

  1. When this happens...
    SimproSimpro
    Company Customer Updated

    Triggers when a company customer is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Job Updated

    Triggers when a job is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Quote Updated

    Triggers when a quote is updated.

    Trigger
    Instant
    Try It
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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.

Related categories

  • Microsoft
  • Spreadsheets

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simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Related categories

  • Project Management