Integrate Microsoft Excel with Cliniko

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

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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.

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.

Cliniko Integrations

Best Microsoft Excel and Cliniko Integrations

  • Microsoft Excel Integration Cliniko Integration

    Microsoft Excel + Cliniko

    Create Contact to cliniko from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Excel Integration Cliniko Integration

    Microsoft Excel + Cliniko

    Create Patient to cliniko from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Excel Integration Cliniko Integration

    Microsoft Excel + Cliniko

    Create Contact to cliniko from New Row in Table in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Row in Table
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Excel Integration Cliniko Integration

    Microsoft Excel + Cliniko

    Create Patient to cliniko from New Row in Table in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Row in Table
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Excel 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...
    Microsoft Excel Integration New or Updated Contact
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Add Row to Table

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

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How Microsoft Excel & Cliniko Integrations Work

  1. Step 1: Choose Microsoft Excel 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 Cliniko 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 Microsoft Excel to Cliniko.

    (2 minutes)

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

Integration of Microsoft Excel and Cliniko

Microsoft Excel is a spreadsheet program that has been developed and distributed by Microsoft Corporation since 1984. It has evpved from a simple spreadsheet program to a complex database and charting application in the past 30 years. It is a user-friendly and powerful top for managing different kinds of data especially the data in large amounts. The name "Excel" is derived from the word "excel," which means "to succeed." Cliniko is an online software program that is mainly used by medical professionals to manage their clinical practice. It provides all the features needed in order to run a successful practice as well as incorporates industry best practices. It also enables users to interact with patients, track virtual appointments and share information with other users. Cliniko is a cloud-based program, which means it can be accessed on any computer at any time.

Integration of Microsoft Excel and Cliniko

Cliniko offers built-in integration with Microsoft Excel. Importing data from Excel, however, is limited to data from spreadsheets only. To import data from other sources such as databases or web pages, the user must export the data first into an Excel spreadsheet file. Here are some examples:

Importing Patients Data

If a patient's data is stored in a database such as MySQL or PostgreSQL, the user can export the data into an Excel spreadsheet file using PHPMyAdmin. Here is how:

Export a table from a database into an Excel file. https://www.youtube.com/watch?v=F_6ZW8oXmNo&t=2s

Importing Scheduling Data

Cliniko's scheduling functionality allows users to schedule appointments for their patients, either through the calendar or by clicking on the time slot from the schedule. Users can export their schedule from Cliniko into an Excel spreadsheet file so that they can use it for future reference or for emailing it to their patients. The format of the exported file is CSV (Comma Separated Values.

Benefits of Integration of Microsoft Excel and Cliniko

Integration of Microsoft Excel and Cliniko enhances the workflow process and saves time by eliminating the need to re-enter data. For example, if a user imports patient data into Cliniko via Excel, he/she will not have to re-enter all the information again when creating a new patient profile. Integration of Microsoft Excel and Cliniko also provides flexibility in handling data, so users can choose the method that best suits them. In addition, integration of Microsoft Excel and Cliniko allows users to customize the interface of Cliniko according to their needs.

The process to integrate Microsoft Excel and Cliniko 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.