Microsoft Excel + Syncro
Add new Syncro invoices to a Microsoft Excel table as rows
Streamline your invoicing process with this seamless integration between Syncro and Microsoft Excel. With every new invoice created in Syncro, a corresponding row will be instantly added to your chosen Excel table. This workflow ensures you maintain up-to-date records, saving you time and reducing potential errors in data entry.
Streamline your invoicing process with this seamless integration between Syncro and Microsoft Excel. With every new invoice created in Syncro, a corresponding row will be instantly added to your chosen Excel table. This workflow ensures you maintain up-to-date records, saving you time and reducing potential errors in data entry.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID
