Multi-tab Excel report in one run

The scenario turns datasets into separate worksheets, merges them into one Excel file, saves it to Box, and optionally appends a summary to inSales.

  • Several tabs in one run
  • No manual copy-paste
  • File straight to storage
  • Ready to share
Set it up for yourselfScriptera

How it works

To move data from inSales to Box automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Export Excel file
  3. Then: Data Set 1
  4. Then: Convert to File
  5. Check: Merge1
  6. Then: Save to google sheets
  7. Then: Data Set 2
  8. Then: Convert to File1

You can launch this inSales + Box integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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