Connect Microsoft Excel to ConnectWise Manage
Workload lets you integrate Microsoft Excel with ConnectWise Manage in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Microsoft Excel...
Then do this action in ConnectWise Manage!
How to Integrate Microsoft Excel and ConnectWise Manage
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1. Authenticate your Microsoft Excel and ConnectWise Manage accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Microsoft Excel and ConnectWise Manage Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Microsoft Excel + ConnectWise Manage Integrations
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. 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 CategoriesMicrosoft
Similar Microsoft Excel Apps
Yes! Microsoft Excel and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Excel through it’s OAuth2.0 connection.
Prices for Microsoft Excel vary according to usage. For the most accurate pricing, visit https://excel.com/pricing for more details.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
Related CategoriesCRM (Customer Relationship Management)
Similar ConnectWise Manage Apps
Yes! ConnectWise Manage and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to ConnectWise Manage through it’s OAuth2.0 connection.
Prices for ConnectWise Manage vary according to usage. For the most accurate pricing, visit https://connectwise-manage.com/pricing for more details.