Excel to QuoteCloud field map
Every column the Zaps on this site write or read, which way it travels and what a real value looks like, so your table's headers are right before you build.
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QuoteCloud to Excel: document reference, title, client, owner, status, total, signed date and amount paid fill table columns through Add Row to Table and Update Row, found by the Ref column. Excel to QuoteCloud: row columns fill contact fields, data items and one price-table row through Create Document. Data items are on Essentials and up.
Last reviewed by the QuoteCloud team
Wexmoor Freight & Logistics' draft lane quote WF-Q-4857, showing the data items a Zap filled from an Excel row: request R-2214, customer Orchard & Pine Furniture, lane Northgate to Lakeview, 6 pallets, each marked From Excel with its column.
Which Excel columns go where?
One group per Zap. Arrows show the direction: into Excel, or into QuoteCloud.
| Microsoft Excel: Excel column | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Document Created → Add Row to Table | |||||
| Ref | QuoteCloud to Microsoft Excel | Document reference | Table column | CB-C-0434 |
The key every update Zap searches on. |
| Client | QuoteCloud to Microsoft Excel | Client (recipient's company) | Table column | Easton Vets |
|
| Job | QuoteCloud to Microsoft Excel | Document title | Table column | Reception refit |
|
| Estimator | QuoteCloud to Microsoft Excel | Document owner | Table column | Tessa Gray |
|
| Created | QuoteCloud to Microsoft Excel | Created date | Table column | 28 Oct |
|
| Status | QuoteCloud to Microsoft Excel | Status | Table column | Draft |
|
| Total | QuoteCloud to Microsoft Excel | Total | Table column | 36,465.00 |
|
| Document Status Changed → Find Row → Update Row | |||||
| Lookup Column: Ref | QuoteCloud to Microsoft Excel | Document reference | Search value | CB-C-0431 |
|
| Status | QuoteCloud to Microsoft Excel | Status | Table column | Sent |
|
| Total | QuoteCloud to Microsoft Excel | Total | Table column | 95,062.00 |
|
| Document Signing Complete → Find Row → Update Row | |||||
| Status | QuoteCloud to Microsoft Excel | Fixed text | Table column | Signed |
|
| Signed | QuoteCloud to Microsoft Excel | Signed date | Table column | 27 Oct |
|
| Document Part Paid → Find Row → Update Row | |||||
| Deposit | QuoteCloud to Microsoft Excel | Amount paid | Table column | 4,753.10 |
|
| New Row in Table → Find or Create Contact → Create Document | |||||
| Microsoft Excel to QuoteCloud | Contact email | Contact field | lewis.tran@example.com |
||
| Contact | Microsoft Excel to QuoteCloud | Contact name | Contact field | Lewis Tran |
|
| Request | Microsoft Excel to QuoteCloud | Data item: Request | Data item | R-2214 |
|
| Lane | Microsoft Excel to QuoteCloud | Data item: Lane, and the price-table row's label | Price-table column | Northgate → Lakeview |
|
| Pallets | Microsoft Excel to QuoteCloud | Price-table row: quantity | Price-table column | 6 |
|
| Rate/pallet | Microsoft Excel to QuoteCloud | Price-table row: price | Price-table column | 118.75 |
|
| → Update Row (same Zap) | |||||
| Quote | QuoteCloud to Microsoft Excel | Document reference | Table column | WF-Q-4857 |
|
| Status | QuoteCloud to Microsoft Excel | Fixed text | Table column | Drafted |
|
All values are sample data. Field names on the QuoteCloud side are described by meaning; your Zap's test data shows the exact labels.
The one column every update Zap needs
Find Row needs something to search for, so every register keeps the document's reference in a Ref column, written once by the Document Created Zap.
Every later Zap, for status, signing or a deposit, looks up Ref, gets the row ID and updates that row. Without it, a Zap can only add new rows.
- Format Ref as text, so CB-C-0431 is never read as a date or a sum.
- Don't edit references by hand in the table.
| Ref | Client | Job | Estimator | Created | Status | Total | Signed | Deposit | |
|---|---|---|---|---|---|---|---|---|---|
| CB-2336 | Brennan family | Garage conversion | Dan Okafor | 12 Oct | Viewed | 70,730.00 | |||
| CB-C-0431 | Halloran Optometry | Shop fit-out | Tessa Gray | 19 Oct | Signed | 95,062.00 | 27 Oct | 4,753.10 | Updated by a Zap |
| CB-2341 | Nguyen family | Rear deck & laundry | Dan Okafor | 21 Oct | Sent | 51,975.00 |
Illustration of a workbook table with sample data, not Excel’s screen.
Column types to watch
Money as numbers
Format Total, Deposit and Rate columns as numbers or currency in Excel, and map plain numbers without $ signs, so SUMIFS and pivot tables add them up.
Dates as dates
Map dates into columns formatted as dates. Check one test row: a date that lands as text won't filter by month.
Cells in a Spreadsheet block
A Zap creating a document can also write values into its Spreadsheet block's cells, so the calculator, not the row, prices the lines.
Map your own columns
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build against a copy of your table.
Field map questions
Which QuoteCloud fields can go into Excel columns?
Whatever the trigger passes. For the register Zaps that's typically the document's reference, title, client, owner, status and total, plus the signed date on Document Signing Complete and the amount on Document Part Paid. Check the exact fields in your Zap's test data before you map them.
Which Excel columns can fill a QuoteCloud quote?
Any column in the row. Create Document can put them into the template's data items, the recipient's contact details through Find or Create Contact, and one price-table row's label, quantity and price. A Zap can also write values into Spreadsheet block cells. It never ticks options or chooses content blocks.
Why do my totals arrive as text in Excel?
Usually the column's format or a currency sign. Format the Total column as a number or currency in the table, and map the plain numeric value rather than a formatted one with a $ sign. Run a test and check that a SUM over the column works.
More on QuoteCloud and Excel
Use cases with the exact steps, then how to connect, test and what it costs.
- Import your Excel pricing calculator into a quoteImport the .xlsx into a Spreadsheet block; its cells set the price lines and the total comes back into a cell.
- Log every QuoteCloud document to an Excel tableEach new document adds a row to your register, and its status, signed date and value update as it moves.
- Create QuoteCloud quotes from Excel table rowsA new row in a request table drafts the quote from your template and writes its reference back to the row.
- Month-end quote reporting in ExcelQuoted, signed and deposit figures already in the table, ready for the pivot table finance runs at month end.
- Spreadsheet block or Excel workbook?When to move your calculator into the quote, when to keep the workbook and move rows with Zaps, and when to do both.
- Connect Microsoft Excel to QuoteCloud, step by stepCheck where the workbook lives, format a table, connect both apps in Zapier and build the first Zap.
- Test and troubleshoot the Excel ZapsTest with a copy of the workbook, then fix the usual problems: no workbook listed, no table, no row found.
- What QuoteCloud with Excel can and can't doWhat the Spreadsheet block and the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed.
- What the Excel connection costsEssentials and up for the Spreadsheet block and Zapier, plus a fee only for documents a Zap creates.
- FAQAnswers to the questions estimators and finance teams ask before connecting QuoteCloud and Excel.
Headers right first time.
Start a free 14-day trial, set up your table's columns and connect it to QuoteCloud.