Connect Acuity Scheduling and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Acuity Scheduling to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Acuity Scheduling with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Acuity Scheduling and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling- Calendar
- Appointment Type
Try ItTriggerInstant- New Product Order
Triggers when a new order is completed.
Try ItTriggerInstant - PackageRequired
- Certificate Code
- Email Address
ActionWrite
- Calendar
- Appointment Type
Try ItTriggerInstant- Calendar
- Appointment Type
Try ItTriggerInstant- CouponRequired
- Certificate Code
ActionWrite- Calendar
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
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Practical ways you can use Acuity Scheduling and Microsoft Excel
Log new appointments in a spreadsheet
When a new appointment is scheduled in Acuity Scheduling, Zapier automatically adds a new row to a designated spreadsheet in Microsoft Excel. This helps business owners maintain an organized and easily accessible record of all appointments so nothing gets missed.
Business Owner
Track canceled client appointments for follow-up
Zapier adds a row to your Microsoft Excel spreadsheet whenever an appointment is canceled in Acuity Scheduling. This keeps engineers in the loop to ensure project timelines or consultations impacted by cancellations can be redirected appropriately.
Engineering
Monitor new Excel rows to schedule appointments
Zapier automatically schedules an appointment in Acuity Scheduling whenever a new row is added to a designated worksheet in Microsoft Excel. This simplifies the process for IT teams managing appointments that are initially tracked in spreadsheets.
ITLearn how to automate Acuity Scheduling on the Zapier blog
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Acuity Scheduling + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Acuity Scheduling and Microsoft Excel
How do I integrate Acuity Scheduling with Microsoft Excel?
You can integrate Acuity Scheduling with Microsoft Excel using our automation tools. We offer triggers, such as 'New Appointment' in Acuity Scheduling, which can automatically create rows in Microsoft Excel, updating your spreadsheets with the latest information without manual entry.
Can the integration update existing Excel rows based on schedule changes?
Yes, using specific triggers like 'Appointment Rescheduled' from Acuity Scheduling, you can set actions to update existing rows in your Excel sheets. This ensures your data remains current and reflective of any scheduling changes without needing manual intervention.
Is it possible to extract specific fields from Acuity when sending data to Excel?
Absolutely, when setting up an action to add or update rows in Excel from Acuity Scheduling data, you can specify which fields should be included, allowing for tailored and relevant data transfer as per your needs.
What happens if there's a new appointment cancellation in Acuity? Will it reflect in my Excel sheet?
Yes, if you employ triggers like 'Appointment Canceled,' we can set actions that either remove the corresponding entry from your Excel sheet or flag it for review so you're always aware of appointment statuses.
Can I automate sending reminders through this integration?
While the primary function of integrating Acuity with Excel focuses on data management between systems, you could link further automations that take updated spreadsheets as inputs for other reminder systems or notifications tools we've partnered with.
Is there a way to handle multiple calendars or different event types during the integration process?
Yes, during setup you can specify particular calendars or event types that you'd like to track. This granularity ensures that only relevant appointments populate your designated Excel worksheets.
Does this integration work in real-time or is there a delay?
While most updates occur nearly instantaneously due to our efficient processing of triggers like 'New Appointment' and actions that update Excel sheets, some network conditions may introduce slight delays but typically those are minimal.
