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Integrate Cliniko with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Microsoft Excel

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About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
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Best ways to Integrate Cliniko + Microsoft Excel

  • Cliniko Integration Microsoft Excel Integration

    Cliniko + Microsoft Excel

    Add Row to Table in Microsoft Excel when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Cliniko Integration Microsoft Excel Integration

    Cliniko + Microsoft Excel

    Add Row to Table in Microsoft Excel when Cancelled individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Cliniko Integration Microsoft Excel Integration

    Cliniko + Microsoft Excel

    Add Row to Table in Microsoft Excel when Deleted individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Cliniko Integration Microsoft Excel Integration

    Cliniko + Microsoft Excel

    Add Row to Table in Microsoft Excel when New or updated group appointment is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated group appointment
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Cliniko Integration Microsoft Excel Integration

    Cliniko + Microsoft Excel

    Add Row to Table in Microsoft Excel when New or updated individual appointment is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated individual appointment
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Cliniko + Microsoft Excel in easier way

It's easy to connect Cliniko + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Add Row to Table

    Adds a new row to the end of a specific table.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & Microsoft Excel Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and Microsoft Excel

Cliniko is one of the most advanced software systems that specializes in managing electronic medical records (EMR. Furthermore, it has a wide range of features that allow users to manage offices and clinical practices. Cliniko is an application that can be installed on Windows and Mac operating systems. It has many features that help users manage medical offices by handling appointments, managing schedules, sending reminders, etc.

Microsoft Excel is spreadsheet software that is used for creating and editing spreadsheets. It is an essential top for all types of companies, especially multinational corporations. It is widely used to organize data in large companies where there are hundreds of employees working in different departments. The software helps people work more efficiently because it is easy to use, and it has many tops and templates that make it easy to organize data.

Integration of Cliniko and Microsoft Excel makes it possible to use Cliniko in a way that makes it easier for users to manage their business. Integration means that two products are combined to give users more options when it comes to how they want to use the products. It also makes it easier for people to share data between the two programs. This combination helps Cliniko users organize their office better by using Microsoft Excel as an additional top. For example, Cliniko users can easily access and import new patient data from Microsoft Excel and use the program to create appointment schedules for their patients. On the other hand, users who have Microsoft Excel can export their client data and import it into Cliniko.

Users can benefit from this integration because it allows them to save time and money when they need to manage their businesses. The integration saves clients time because they do not have to re-enter information about their patients or clients in multiple programs. Furthermore, they do not have to spend money on multiple programs that will not give them the same results as the integration. For example, if a user has Microsoft Excel and Cliniko, he/she does not have to buy another program such as Google Sheets to manage his/her business. Therefore, integration saves money for users because they do not have to buy programs that will do the same thing as another program.

In conclusion, integration of Cliniko and Microsoft Excel benefits users because it saves them time and money when they need to keep track of their businesses. This integration helps people save money because they do not have to buy separate programs to perform the same task. Also, integration of Cliniko and Microsoft Excel helps save time because users do not have to re-enter information in multiple programs.

The process to integrate Cliniko and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.