No credit card required
30 days free trial
Test any feature

How to connect ConnectWise Manage + Microsoft Excel

Onlizer provides you with all required tools to setup connection and send info between ConnectWise Manage and Microsoft Excel automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ConnectWise Manage and Microsoft Excel accounts

2

Integrate

Customize your ConnectWise Manage to Microsoft Excel integration

3

Launch

Run automation ConnectWise Manage + Microsoft Excel online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of ConnectWise Manage to Microsoft Excel with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ConnectWise Manage and Microsoft Excel with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case

ConnectWise Manage + Microsoft Excel integration ideas

Support or submit ConnectWise Manage and Microsoft Excel integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Explore ConnectWise Manage and Microsoft Excel integration features

You can easy create integration for ConnectWise Manage and Microsoft Excel using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Ticket created in ConnectWise Manage

Trigger activates when new ticket was created

Try trigger Trigger
Ticket note created in ConnectWise Manage

Trigger activates when new public ticket comment was created

Try trigger Trigger
Ticket updated in ConnectWise Manage

Trigger activates when ticket was updated

Try trigger Trigger
Create ticket in ConnectWise Manage

Allows to create new service ticket

Try action Action
Update ticket in ConnectWise Manage

Allows to update existing ticket.

Try action Action
Add note to ticket in ConnectWise Manage

Create new text note and add it to ticket. Note can be external discussion, internal note or resolution.

Try action Action
Get boards in ConnectWise Manage

Returns boards list.

Try action Action
Get statuses in ConnectWise Manage

Returns statuses list for board.

Try action Action
Generate Excel workbook(without styles) in Microsoft Excel

Generates workbook with provided sheets and data(without styles)

Try action Action
Generate workbook with single worksheet(without styles) in Microsoft Excel

Generate workbook with provided single sheets and data(without styles)

Try action Action
Read data from worksheet in Microsoft Excel

Read data from single table at single worksheet in workbook

Try action Action
Read data from document (from Base64 content) in Microsoft Excel

Read data from single table at single worksheet in workbook presented by Base64 string

Try action Action
Read data from document (from URL) in Microsoft Excel

Read data from all worksheets in workbook using provided URL

Try action Action

FAQ

Connect ConnectWise Manage and Microsoft Excel in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ConnectWise Manage and Microsoft Excel to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ConnectWise Manage and Microsoft Excel accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ConnectWise Manage to Microsoft Excel online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ConnectWise Manage and Microsoft Excel seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Microsoft Excel when event occured in ConnectWise Manage or when data changed in Microsoft Excel to perform action in ConnectWise Manage. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ConnectWise Manage and Microsoft Excel to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ConnectWise Manage and Microsoft Excel with 300+ services like: