Do everything in one place
Customize your Acumatica ERP and Excel integration with the following
triggers and actions.
Triggers
When this happens…
Acumatica ERP
- New/updated recordNew/updated record in Acumatica ERP
Any other trigger you can think up
Actions
Do this…
Acumatica ERP
- Create recordCreate record in Acumatica ERP
- Create records in batches BatchCreate record in Acumatica ERP
- Custom actionCustom action in Acumatica ERP
- Delete recordDelete record in Acumatica ERP
- Get record detailsGet record by ID in Acumatica ERP
- Search recordsSearch for records in Acumatica ERP
- Update recordUpdate record in Acumatica ERP
- Update records in batches BatchUpdate record in Acumatica ERP
Any other action you can think up
Excel
- Custom actionCustom action in Excel (Custom)
- Add rows in batch BatchAdd rows in batch in Microsoft Excel
- Add a tableAdd a table in Microsoft Excel
- Add a worksheetAdd a worksheet in Microsoft Excel
- Delete a rowDelete a row in Microsoft Excel
- Get cells BatchGet cells from range in Microsoft Excel
- Get rows BatchGet rows from table in Microsoft Excel
- List tables BatchList tables in Microsoft Excel
- List worksheets BatchList worksheets in Microsoft Excel
- Search workbooks BatchSearch workbooks in Microsoft Excel
- Update a rowUpdate row in Microsoft Excel
Any other action you can think up
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