Connect Microsoft Excel and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Microsoft Excel and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Microsoft Excel and Thomson Reuters ONESOURCE
Actions
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
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Step by step guides to integrate Microsoft Excel and Thomson Reuters ONESOURCE
Frequently Asked Questions
To start, connect both your Microsoft Excel and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Thomson Reuters ONESOURCE typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Thomson Reuters ONESOURCE. 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.
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
Learn MoreAbout Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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