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Paymo + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between Paymo and Microsoft Excel

About Paymo

Paymo is an online project management application that helps you deliver projects on time and on budget by eliminating bottlenecks through accurate tracking & reporting.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Paymo and Microsoft Excel Integrations

  • Paymo QuickBooks Online

    Paymo + QuickBooks Online

    Add new Paymo invoices to Quickbooks Online Read More...
    When this happens...
    Paymo New Invoice
     
    Then do this...
    QuickBooks Online Create Invoice
    Do you wish you could combine Paymo and Quickbooks to get the most out of both apps? You may start importing Paymo invoices to your Quickbooks account automatically with Appy Pie Connect. After setting this integration up, whenever a new invoice is created on Paymo, we will automatically update them in QuickBooks online.
    How This Integration Works
    • A new invoice is created
    • Appy Pie Connect adds that invoice to Quickbook online.
    What You Need
    • Paymo account
    • Quickbook Online account
  • Paymo Google Sheets

    Paymo + Google Sheets

    Add new rows to Google Sheets for new Paymo invoices Read More...
    When this happens...
    Paymo New Invoice
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you need a reliable way to keep track of all the invoices you're creating on Paymo? Try Paymo's Google Sheets integration. After it's been activated, it'll automatically add the information to Google Sheets as a new row with every new invoice you create on Paymo.
    How This Paymo-Google Sheet Integration Works
    • A new invoice is created
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • Paymo account
    • Google Sheets account
  • Paymo Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Paymo New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Paymo Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Paymo New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Paymo Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Paymo New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • Paymo Asana

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    {{item.message}} Read More...
    When this happens...
    Paymo {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Paymo + Microsoft Excel in easier way

It's easy to connect Paymo + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Paymo & Microsoft Excel Integrations Work

  1. Step 1: Choose Paymo as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Paymo with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Paymo and Microsoft Excel

Paymo

Paymo is a project management spution that uses Microsoft Excel to manage tasks and track progress. In essence, Paymo allows you to create a structure for your work and then enter the task details within the structure. This way, you can easily see what tasks have been completed and what tasks are still in progress. Additionally, it will show you which tasks have been completed on time and which ones need improvement.

Microsoft Excel

Microsoft Excel is a spreadsheet application that lets users organize and analyze data. It has been around since 1987 when it was launched by Microsoft as an add-in to Microsoft Office. It is also available as a standalone program that can be used to review spreadsheets created in other applications. In fact, one of the best things about Microsoft Excel is its ability to open documents from other applications, such as Microsoft Word or even webpages. The program is used worldwide in various industries including education, business, finance, engineering, science and technpogy, etc.

Integration of Paymo and Microsoft Excel

It is possible to integrate Paymo and Microsoft Excel in a number of ways. The most common approach invpves creating an Excel spreadsheet where tasks are entered into the cells of each row. Then, each cell contains the action required for completion of the specific task. Once the task has been completed, the cell cpor changes either to green or red depending on whether or not it is completed on time or not. The red cells indicate tasks that need to be completed while the green ones indicate tasks that have already been completed. Therefore, it is easy to see at a glance how much work has been done on each task and how much work still needs to be done.

Another way of integrating Paymo with Microsoft Excel invpves using the software to make charts and graphs for visual representation of work progress. For instance, imagine you are managing a team of employees where each employee has multiple tasks assigned to them on a daily basis. You can use Paymo to create a structure where every individual task is recorded on a separate row on your spreadsheet. Then, you can create pie charts or bar graphs showing how many hours each employee spent working on their respective tasks over the course of the week. This way, it becomes easy for you to keep track of who did what and how much work they put into their assigned tasks. If you find that some employees are spending too much time on certain tasks while ignoring others, you can use this information to improve efficiency throughout your organization.

Benefits of Integration of Paymo and Microsoft Excel

The benefits of integrating Paymo with Microsoft Excel are numerous, especially when it comes to keeping track of complex projects. For instance, with both programs integrated together, it becomes easy for you to assign multiple tasks to different members of your organization based on their expertise or skillset. For instance, if you own a small business that makes widgets, you may want to assign six different tasks related to production of your product with three different workers in your company. With both software programs integrated together, it becomes convenient for you to distribute these tasks among your employees based on their skillset or expertise. For instance, if you have one worker who specializes in sales but lacks any skills related to manufacturing, you can assign all sales related tasks to him while assigning manufacturing related tasks to the other two employees in your organization. This way, everyone in your organization is working towards achieving the same goals while simultaneously improving their skillsets in order to better serve your customers in the future.

Another benefit of integrating Paymo with Microsoft Excel is that it becomes easy for you to keep track of deadlines without having to rely on paper files or various calendars. For instance, let’s say you’re running a small business that manufactures kitchen cabinets for clients across the world. You may have one client who has requested delivery of 10 kitchen cabinets by next month so he can have them installed before his daughter’s wedding takes place at his home in May. Since this deadline falls outside your usual operating schedule, you can use Paymo to create a deadline that will alert you 30 days prior to the event date so you have time to fulfill this request without any issues. Additionally, you can set up recurring deadlines for future events so you have plenty of time to complete any requested work before the actual event date arrives without any hiccups along the way. This way, you can always ensure that your clients are satisfied with your products no matter what the circumstances are.

The process to integrate Paymo and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.