Automate Daily Export of Dext Clients to Microsoft 365 Excel - Make Workflow | Neura Market

    Automate Daily Export of Dext Clients to Microsoft 365 Excel

    Automatically export your Dext client data to a Microsoft 365 Excel worksheet every day at 10:00 AM, ensuring your records are always up-to-date.

    This workflow is designed to streamline the process of transferring client data from Dext to Microsoft 365 Excel. It runs daily at a scheduled time, fetching client details such as ID, name, practice code, provider information, health score, and alert level, and appending them as new rows in a specified Excel worksheet. This automation ensures that your client data is consistently updated and easily accessible for reporting and analysis.
    Platform
    Make
    Category
    Productivity
    Price
    Free
    Creator
    BestWorkflows
    • automation
    • dataExport
    • excel
    • dext
    • scheduling
    Back to MarketplaceMore Make Workflows
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    How to import this workflow into Make

    1. 1Purchase or download the workflow to get the Make blueprint JSON file.
    2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
    3. 3Reconnect each module to your own app connections when prompted.
    4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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