Connect Dext integrations
Collect your business receipts, invoices, and expense documents automatically by integrating Dext with Make. Connecting this financial software to our workflow automation tool lets you extract transaction data with high accuracy and sync matching files to your ledger. Create your free Make account today to start running your first automated bookkeeping pipeline.
Dext
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
Connect any app with
Dext
Popular Dext workflows
Connect Dext with Make to automate your accounting. Sync receipts, update spreadsheets, and simplify your financial workflows.
Export Dext clients to a Google Sheets spreadsheet
Use this template to automatically export your Dext clients to a Google Sheets spreadsheet. The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Export Dext clients to a Microsoft 365 Excel worksheet
Use this template to automatically export your Dext clients to a Microsoft 365 Excel worksheet. The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Export Dext clients to Airtable
Use this template to automatically export your Dext clients to Airtable. The template expects your Airtable table to have the following columns: Client ID Name Practice code Provider ID Health score Alert level The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Automate Your Dext Workflows and Centralize Client Financial Data
Use Make to connect Dext with Google Sheets, Excel, and Airtable. Automate your daily data exports, centralize client monitoring, and keep financial databases updated without manual work.
Eliminate manual data exports
Automatically send your Dext client lists and health metrics to Google Sheets or Excel every day without lifting a finger.
Keep financial records fresh
Use scheduled workflows to ensure your spreadsheet trackers always reflect the latest client details from Dext.
.avif)
Centralize client monitoring
Keep track of practice codes, provider IDs, and client alert levels in one organized database like Airtable.
Connect Dext with your favorite tools
Easily share Dext data with external apps to customize how you track and manage your bookkeeping clients.
Support
FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.