Microsoft Excel + Visma eAccounting

Add new Visma eAccounting customers to a Microsoft Excel table as rows

When a new customer is added to your Visma eAccounting system, streamline your data management process by instantly updating your Microsoft Excel table with this information. This workflow makes it easy for you to keep track of new customers and their details without having to hop between applications. It saves time and ensures that your customer data is always up-to-date and easily accessible.

When this happens...
New Customer
Triggers when a new customer is registered.
TriggerScheduled
automatically do this!
Add Row to Table
Adds a new row to the end of a specific table.
ActionWrite

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Supported triggers and actions

New Article
Triggers when a new article is registered.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Supplier
Triggers when a new supplier is registered.
Trigger
Scheduled
Try It
New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Trigger
Scheduled
Try It
- Content TypeRequired
- File NameRequired
- UrlRequired
Action
Write

- CustomerRequired
- Invoice DateRequired
- Is Credit NoteRequired
- Delivery Date
- Your Reference
- Our Reference
- Buyers Order Reference
- Delivery Method Name
- Delivery Term Name
- ArticleRequired
- Article Name
- Quantity
- Unit Price
- Discount Percentage
- Reversed Construction Services Vat Free
Action
Write
- Number
- NameRequired
- Address 1
- Address 2
- City
- Postal Code
- Country
- Currency Code
- Email
- Mobile Phone
- Terms Of Payment
- Bankgiro Number
- Plusgiro Number
Action
Write

- Name
- Number
Action
Search
- Name
- Number
Action
Search
- Invoice customer name
- Number
Action
Search
- NameRequired
- NumberRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Search or write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

New Customer
Triggers when a new customer is registered.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is placed.
Trigger
Scheduled
Try It
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
- NumberRequired
- NameRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
Action
Write
- NameRequired
- Customer Number
- Type Of CustomerRequired
- CityRequired
- Postal CodeRequired
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Write
- CustomerRequired
- Order DateRequired
- Currency CodeRequired
- Delivery Date
- Your Reference
- Our Reference
- ArticleRequired
- Quantity
- Unit Price
- Discount Percentage
- Eligible For Reverse Charge On Vat
Action
Write
- SupplierRequired
- Invoice Date
- Due Date
- Invoice Number
- Total Amount
- Vat
- Is Credit NoteRequired
- Ledger Account NumberRequired
- AmountRequired
Action
Write
- Name
- Number
Action
Search
- Invoice customer name
- Invoice number
Action
Search
- Name
- Number
Action
Search
- NameRequired
- Number
- Customer Number
- Type Of CustomerRequired
- CityRequired
- Postal CodeRequired
- Country
- Address
- Mobile Phone
- Email
- Currency
- Terms Of Payment
- Contact Person Name
- Contact Person Email
- Contact Person Mobile Number
- Contact Person Phone Number
- Delivery Customer Name
- Delivery Address 1
- Delivery Address 2
- Delivery City
- Delivery Country Code
- Delivery Postal Code
Action
Search or write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

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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