Microsoft Excel integration with Planday
How to Update data sets daily in Planday from newly updated Microsoft Excel rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update data sets daily in Planday from newly updated Microsoft Excel rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Planday integrations
Planday actions
Nekton can use any feature that is available in Planday API.
Using our advanced AI, you can easily create custom automations for Planday.
Here are some typical actions you can do in your automated workflows.
Create Employee
Create an Employee in your Planday portal
Update Data Sets - Hourly
Upload hourly data to a data set in Planday
Update Data Sets - Daily
Upload daily data to a data set in Planday
Update Daily Revenue
Update daily revenue data in Planday
About Planday
Planday helps you build an employee schedule faster by taking into account staff vacation, availability, payroll costs and more.