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Excel

Import or export accounts, invoices and payments between Excel and Billabex.

Synced data

  • Customer accounts
  • Invoices and credit notes
  • Payment statuses

Connect Excel to Billabex

Import or export accounts, invoices and payments between Excel and Billabex. The Billabex agent then uses this information to track due dates and keep customer context in one place.

Collection data flows

  • Customer accounts
  • Invoices and credit notes
  • Payment statuses

Setup

The exact scope depends on your Excel configuration. The Billabex team validates access, fields and exchange frequency with you before activation.