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WHMCS + Microsoft Excel Integrations

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

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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 WHMCS and Microsoft Excel Integrations

  • WHMCS Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • WHMCS AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • WHMCS Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    WHMCS 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
  • WHMCS Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    WHMCS 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
  • WHMCS Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    WHMCS 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
  • WHMCS Asana

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • 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 new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Add Row to Table

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

How WHMCS & Microsoft Excel Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WHMCS 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 WHMCS and Microsoft Excel

In today’s world businesses need to be able to adapt to the fast paced changes of today. This has forced many business owners to embrace the use of technpogy in their business operations. One of these ways is by integrating Microsoft Excel with WHMCS, a billing and hosting management software.

WHMCS?

WHMCS or Web Hosting Management Contrp System is a billing and hosting management software. It acts as an automated billing system, client management and server management system. It is used by web hosting providers all over the world. It has been developed by Web Hosting Automation (WHA. The product was released for the first time in 2002.

WHMCS can be used to manage clients, domains, packages, users, invoices, servers, and marketing campaigns among other features. The software can be used to submit and track support tickets, issue warnings for overdue invoices, send reminders to clients and allow them to pay online. It can also be used to manage the billing process including adding new clients, adding new products, applying promotions and managing credit card payments.

The software also offers a comprehensive reporting system which gives full access to information in PDF reports. The reports can help you analyze your business operations and help you improve on your service delivery. Most of the reports are customizable so they can be tailored to your needs.

Microsoft Excel?

Microsoft Excel is a spreadsheet program that allows users to create spreadsheets and perform complex calculations. It is part of Microsoft Office productivity suite. It was first released in 1985 in Windows 2.0 and it has been widely used ever since. So much so that it is said that more than 100 billion spreadsheets are created every year using Microsoft Excel.

The program comes with many features like formatting cells, creating charts, creating tables, sorting data, etc. It can also be used to perform complex calculations and statistical analysis. Microsoft Excel can also be connected to other programs like databases, text editors or other applications. This makes it possible for Excel to be integrated with other programs to make them work better for your business operations.

Integration of WHMCS and Microsoft Excel is easily achievable because both programs come from the same company (Microsoft. This means that they are integrated already and this integration can be taken advantage with just a minor configuration change in WHMCS to allow it to communicate with Microsoft Excel.

When integrated with Microsoft Excel, WHMCS allows users to create any type of invoice using Excel templates for WHMCS or even import existing templates from excel. This allows users to quickly create invoices using Microsoft Excel without needing any additional training or skills in using Microsoft Excel. The invoice can then be sent via email or uploaded directly into WHMCS.

Another benefit of integrating WHMCS and Microsoft Excel is that they can be used together for accounting purposes. While this might not seem very useful at first glance, it actually has some very practical benefits for businesses using WHMCS. For instance, if you have several clients you need to keep track of invoices and payments on, you can write up the invoices on Microsoft Excel and then use the integration between the two programs to create an invoice on WHMCS based on the information in your Excel template. This merging of data from different sources means that you don’t have to manually enter all the data into WHMCS from scratch again when you need to create an invoice or make a payment using another client’s invoice. This saves you a lot of time when you need to move from one task to another as it reduces the amount of time you need to spend entering the same data in multiple places.

One of the problems that many businesses face when trying to integrate their various systems together is that they always use different types of software for each system’s function. For instance, they may use Salesforce for their customer relationship management (CRM), Zoho for their back office functions and QuickBooks for accounting purposes. While this might work well enough in small organizations with a few clients, it becomes a problem when the scope of services expands beyond the capabilities of one software package or when the organization has several branches around the world with separate accounting requirements. When this happens you need to install and maintain several pieces of software which can get quite expensive and complex over time.

Integrating WHMCS with Microsoft Excel helps spve this problem by allowing you to use one single software package for all of your functions instead of several different ones. This makes it easier for you to maintain your software and reduces the cost of maintaining it as well as making it easier for you to train your employees on how everything works together instead of having them learn different programs separately over time.

The process to integrate WHMCS 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.