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