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Connect Run my Accounts and Microsoft Excel to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Run my Accounts with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from Run my Accounts

A trigger is an event that starts your Zap and runs the workflow. For example, with Run my Accounts, a trigger could be "New Customers."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Run my Accounts to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Run my Accounts to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Run my Accounts and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Run my Accounts triggers, actions, and search
    New Customers

    Triggers new customers in Run my Accounts.

    Trigger
    Polling
    Try It
  • Run my Accounts triggers, actions, and search
    New Payments

    Payments on accounts receivables.

    Trigger
    Polling
    Try It
    • Invoice Number
      Required
    • Currency
      Required
    • Invoice Date
      Required
    • Duedate
      Required
    • Vendor Number
      Required
    • Vendor Name
      Required
    • Vendor Contact Salutation
    • Vendor Contact Firstname
    • Vendor Contact Lastname
    • Vendor Address1
    • Vendor Address2
    • Vendor Zipcode
    • Vendor City
    • Vendor Country
    • Vendor Email
    • Vendor Taxnumber
    • Vendor Payment Account Number
    • Vendor Terms
    • Bank Name
    • Bank Address 1
    • Bank Address 2
    • Bank ZIP Code
    • Bank City
    • Bank Country
    • Bank IBAN
    • Bank Bic
    • Vendor Phone
    • Vendor Mobile
    • Vendor Fax
    • Vendor State
    • Invoice Description
    • Notes
    • Tax Included
    • Department
    • ESR Number
    • Part Number
      Required
    • Part Quantity
    • Part Sellprice
      Required
    • Part Description
    • Part Discount
    • Part Unit
    • Payment Account
    • Order Number
    • Internal Notes
    Action
    Write
    • Customer Number
      Required
    • Name
    • Type of Contact
    • Contact Firstname
    • Contact Lastname
    • Address1
    • Address2
    • Zipcode
    • City
    • Country
    • Email
    • Taxnumber
    • Contact Salutation
    • Phone
    • Fax
    • Payment Account
    • Terms
    • Remittance Voucher
    Action
    Write
  • Run my Accounts triggers, actions, and search
    New Invoices

    Trigger to fetch newly created invoices.

    Trigger
    Polling
    Try It
    • Invoice Number
      Required
    • Datepaid
      Required
    • Amount Paid
      Required
    • Payment Account Number
      Required
    • Memo
    • Source
    Action
    Write
    • Invoice Number
      Required
    • Currency
      Required
    • Invoice Date
      Required
    • Duedate
      Required
    • Customer Number
      Required
    • Customer Name
      Required
    • Customer Address1
    • Customer Address2
    • Customer Zipcode
    • Customer City
    • Customer Country
    • Customer Email
    • Customer Contact Salutation
    • Customer Contact Firstname
    • Customer Contact Lastname
    • Customer Taxnumber
    • Customer Terms
    • Bank Name
    • Bank Address 1
    • Bank Address 2
    • Bank ZIP Code
    • Bank City
    • Bank Country
    • Bank IBAN
    • Bank Bic
    • Customer Phone
    • Customer Mobile
    • Customer Fax
    • Customer State
    • Invoice Description
    • Notes
    • Tax Included
    • Department
    • ESR Number
    • Part Number
      Required
    • Part Quantity
    • Part Sellprice
      Required
    • Part Description
    • Part Discount
    • Part Unit
    • Payment Account
    • Order Number
    • Internal Notes
    Action
    Write
    • General Ledger Reference
      Required
    • Invoice Date
      Required
    • Debit Account Number
      Required
    • Credit Account Number
      Required
    • Amount
      Required
    • Invoice Description
    • Currency
      Required
    • Exchange Rate
    • Notes
    • Department ID
    Action
    Write

Learn how to automate Microsoft Excel on the Zapier blog

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About Run my Accounts
Bookkeeping service for Swiss SME. Scan your documents and you are done.
Related categories
Accounting
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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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