Microsoft Excel + Pennylane

Microsoft Excel + Pennylane integrations

Create new rows in Microsoft Excel for each new customer invoice in Pennylane

This template makes your financial record keeping hassle-free. Whenever there's a New Customer Invoice V2 event in Pennylane, a new row will be populated in your chosen Microsoft Excel spreadsheet. Stay organized by digitizing your invoice records and enjoy an efficient, seamless workflow.

When this happens...
New Customer Invoice V2Triggers when a new customer invoice is created or fetches existing invoices with optional filtering.
TriggerPolling
automatically do this!
Add RowAdds a new row to the end of a worksheet.
ActionWrite

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More things you can do with Pennylane and Microsoft Excel

Discover other triggers and actions you can use with Pennylane and Microsoft Excel

- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company name
  Required
- VAT number
- Registration number
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write

- Customer ID
  Required
- Customer first name
- Customer last name
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write

- Subscription ID
  Required
- Stop subscription
- Mode type
- Email recipients
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- New Line: Label
- New Line: Quantity
- New Line: Unit Price
- New Line: Unit
- New Line: VAT Rate
- New Line: Description
- New Line: Product ID
- New Line: Ledger Account ID
- New Line: Section Rank
- New Line: Discount
- Update Line: ID
- Update Line: Label
- Update Line: Quantity
- Update Line: Unit Price
- Update Line: Unit
- Update Line: VAT Rate
- Update Line: Description
- Update Line: Product ID
- Update Line: Ledger Account ID
- Update Line: Section Rank
- Update Line: Discount
- Delete Line IDs
Action
Write
- Existing billing subscription identifier
  Required
Action
Search
- Existing invoice identifier
  Required
Action
Search
- Existing quote identifier
  Required
Action
Search
- Existing invoice identifier
  Required
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifier
  Required
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Customer ID
  Required
- Company name
- VAT number
- Registration number
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Customer first name
  Required
- Customer last name
  Required
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote ID
  Required
- Quote date
- Quote deadline
- Customer ID
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
- Quantity
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
- Unit
- VAT rate
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Product ID
  Required
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)
  Required
Action
Search
- Existing product identifier (source_id)
  Required
Action
Search
- Existing billing subscription identifier
  Required
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Search or write
- Existing product identifier (source_id)
  Required
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

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Related categories

Accounting

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