Add a record to Microsoft Excel when an appointment is scheduled in Acuity Scheduling

■Overview

Do you manually transfer appointment details booked through Acuity Scheduling to Microsoft Excel each time? While the task is simple, it becomes increasingly time-consuming as bookings grow and can lead to data entry errors or missed transfers. With this workflow, whenever a new appointment is added to Acuity Scheduling, a record is automatically added to the specified Microsoft Excel sheet, eliminating tedious manual work and streamlining customer information management.

■Recommended for

• Anyone manually entering Acuity Scheduling appointment details into Microsoft Excel
• Anyone looking to eliminate data entry errors and omissions when transferring appointment information and improve accuracy
• Business owners who want to automate routine tasks, such as creating customer lists, and focus on core business activities

■Benefits of using this template

• When an appointment is added to Acuity Scheduling, a record is automatically added to Microsoft Excel, reducing the time spent on manual data entry.
• By eliminating manual copy-and-paste work, this workflow helps prevent human errors such as data entry mistakes and missed transfers, keeping your data accurate.

■Flowbot steps

1. First, connect Acuity Scheduling and Microsoft Excel to Yoom.
2. Next, select Acuity Scheduling as the trigger and set the action to “When an appointment is added.”
3. Then, configure the “Get appointment details” action for Acuity Scheduling as an operation to retrieve the details of the appointment that triggered the flow.
4. Finally, select Microsoft Excel as an operation and set the “Add a record” action to add the retrieved appointment details to the specified Excel file.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

• For the Microsoft Excel “Add a record” operation, specify the file and sheet where you want to add records.
• You can also flexibly configure each Microsoft Excel column by assigning information retrieved from Acuity Scheduling—such as the name, email address, and appointment date and time—as variables, or by entering fixed text.

■Notes

• Connect both Acuity Scheduling and Microsoft Excel to Yoom.
• Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.