IntegrationsMicrosoft Excelprecisely
Microsoft Excel + precisely

Connect Microsoft Excel and precisely to Build Intelligent Automations

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Microsoft Excel

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Choose an Action

precisely

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Enable Integrations or automations with these events of Microsoft Excel and precisely

Enable Integrations or automations with these events of Microsoft Excel and precisely

Actions

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Add Row to Table

Add Row to Table

Add Row to the End of Specific Table

Update Row

Update Row

Update Row

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Step by step guides to integrate Microsoft Excel and precisely

Frequently Asked Questions

How do I start an integration between Microsoft Excel and precisely?

To start, connect both your Microsoft Excel and precisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in precisely (or vice versa).

Can we customize how data from Microsoft Excel is recorded in precisely?

Absolutely. You can customize how Microsoft Excel data is recorded in precisely. This includes choosing which data fields go into which fields of precisely, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Excel and precisely?

The data sync between Microsoft Excel and precisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Excel to precisely?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Excel and precisely?

Yes, you can set conditional logic to control the flow of data between Microsoft Excel and precisely. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Excel

About Microsoft Excel

Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns

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precisely

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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