How to connect Microsoft Excel and ServiceM8
Create a New Scenario to Connect Microsoft Excel and ServiceM8
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or ServiceM8 will be your first step. To do this, click "Choose an app," find Microsoft Excel or ServiceM8, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node
Select the Microsoft Excel node from the app selection panel on the right.


Microsoft Excel

Configure the Microsoft Excel
Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ServiceM8 Node
Next, click the plus (+) icon on the Microsoft Excel node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.


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ServiceM8


Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Microsoft Excel and ServiceM8 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft Excel and ServiceM8 Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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ServiceM8
Trigger on Webhook
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Microsoft Excel
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Microsoft Excel, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and ServiceM8 integration works as expected. Depending on your setup, data should flow between Microsoft Excel and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft Excel and ServiceM8
ServiceM8 + Microsoft Excel + Twilio: When a job is completed in ServiceM8, information is sent to Excel, which triggers an SMS message to the client via Twilio. This message confirms job completion.
Microsoft Excel + ServiceM8 + QuickBooks: When a service job's status is updated in Excel, the system updates QuickBooks to create an invoice for the completed service by retrieving customer data from ServiceM8.
Microsoft Excel and ServiceM8 integration alternatives

About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
FAQ Microsoft Excel and ServiceM8
How can I connect my Microsoft Excel account to ServiceM8 using Latenode?
To connect your Microsoft Excel account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Excel and click on "Connect".
- Authenticate your Microsoft Excel and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ServiceM8 with new Excel data?
Yes, you can! Latenode lets you watch Excel for changes and instantly update ServiceM8, saving time and ensuring accurate, real-time data syncing with no coding required.
What types of tasks can I perform by integrating Microsoft Excel with ServiceM8?
Integrating Microsoft Excel with ServiceM8 allows you to perform various tasks, including:
- Creating new ServiceM8 clients from Excel spreadsheet data.
- Updating ServiceM8 job details based on Excel calculations.
- Generating Excel reports from ServiceM8 completed job data.
- Automatically emailing Excel reports using ServiceM8 contact info.
- Tracking inventory levels from Excel within ServiceM8 job costing.
How do I handle large Excel files within Latenode automations?
Latenode efficiently processes large Excel files using optimized data streaming and serverless computing, ensuring your automations run smoothly at scale.
Are there any limitations to the Microsoft Excel and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Excel formulas might require JavaScript for accurate translation.
- ServiceM8 API limits may affect high-volume data transfer speeds.
- Real-time updates depend on the polling interval and available resources.