Microsoft Excel + Xero
Generate Microsoft Excel spreadsheets for new Xero sales invoices
Effortlessly keep track of your sales invoices with this automated workflow between Xero and Microsoft Excel. Whenever a new sales invoice is created in Xero, the information will be added to a spreadsheet in Microsoft Excel, ensuring your records are always up-to-date. Save time, improve organization, and enhance the accuracy of your financial data with this seamless integration.
Effortlessly keep track of your sales invoices with this automated workflow between Xero and Microsoft Excel. Whenever a new sales invoice is created in Xero, the information will be added to a spreadsheet in Microsoft Excel, ensuring your records are always up-to-date. Save time, improve organization, and enhance the accuracy of your financial data with this seamless integration.
- When this happens...
New Sales InvoiceTriggers when a new Sales Invoice (Accounts Receivable) is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create WorkbookCreates a new workbook
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Excel
Related categories
About Xero
Related categories
Related Zap Templates
- Create Xero sales invoices for new Microsoft Excel table rows
- Add rows to Microsoft Excel for new sales invoices in Xero
- Add new Xero payments as rows in Microsoft Excel for streamlined record-keeping
- Add new rows in Microsoft Excel for each new bill in Xero
- Add new Xero bills to a Microsoft Excel table as rows
- Add new Microsoft Excel rows to create or update Xero contacts
- Create rows in Microsoft Excel for newly added quotes in Xero
- Send sales invoices by email in Xero for new rows in Microsoft Excel tables
- Create Xero sales invoices from new Microsoft Excel table rows
- Update rows in Microsoft Excel when new sales invoices are created in Xero
- Track new Xero payments by adding rows in Microsoft Excel
- Update rows in Microsoft Excel with new quotes from Xero
- Update Xero contacts when Microsoft Excel rows are updated
- Add new rows in Microsoft Excel to create or update contacts in Xero
- Create sales invoices in Xero from updated rows in Microsoft Excel
- Create sales invoices in Xero from new rows in Microsoft Excel
- Add rows in Microsoft Excel for every new bank transaction in Xero
- Add new Xero contacts to Microsoft Excel rows instantly
- Create spreadsheets in Microsoft Excel for new bank transactions in Xero
- Create new Xero quote drafts from new Microsoft Excel rows
- Add rows to Microsoft Excel for new bank transactions in Xero
- Create payments in Xero for new rows in Microsoft Excel
- Add rows in Microsoft Excel for new sales invoices in Xero
- Update Microsoft Excel rows when new sales invoices are updated in Xero
- Update Xero stock items whenever rows in Microsoft Excel are updated
- Create bills in Xero whenever new rows appear in Microsoft Excel
- Add new Xero quotes to Microsoft Excel as rows
- Create payments in Xero for new rows in your Microsoft Excel table
- Generate purchase orders in Xero from new rows in Microsoft Excel table
- Create spreadsheets in Microsoft Excel for new payments in Xero
- Create a spreadsheet in Microsoft Excel for every overdue sales invoice in Xero
Related Zap Templates
- Create Xero sales invoices for new Microsoft Excel table rows
- Add new rows in Microsoft Excel for each new bill in Xero
- Create rows in Microsoft Excel for newly added quotes in Xero
- Update rows in Microsoft Excel when new sales invoices are created in Xero
- Update Xero contacts when Microsoft Excel rows are updated
- Create sales invoices in Xero from new rows in Microsoft Excel
- Create spreadsheets in Microsoft Excel for new bank transactions in Xero
- Create payments in Xero for new rows in Microsoft Excel
- Update Xero stock items whenever rows in Microsoft Excel are updated
- Create payments in Xero for new rows in your Microsoft Excel table
- Create a spreadsheet in Microsoft Excel for every overdue sales invoice in Xero
- Add rows to Microsoft Excel for new sales invoices in Xero
- Add new Xero bills to a Microsoft Excel table as rows
- Send sales invoices by email in Xero for new rows in Microsoft Excel tables
- Track new Xero payments by adding rows in Microsoft Excel
- Add new rows in Microsoft Excel to create or update contacts in Xero
- Add rows in Microsoft Excel for every new bank transaction in Xero
- Create new Xero quote drafts from new Microsoft Excel rows
- Add rows in Microsoft Excel for new sales invoices in Xero
- Create bills in Xero whenever new rows appear in Microsoft Excel
- Generate purchase orders in Xero from new rows in Microsoft Excel table
- Add new Xero payments as rows in Microsoft Excel for streamlined record-keeping
- Add new Microsoft Excel rows to create or update Xero contacts
- Create Xero sales invoices from new Microsoft Excel table rows
- Update rows in Microsoft Excel with new quotes from Xero
- Create sales invoices in Xero from updated rows in Microsoft Excel