Microsoft Excel + Square

Create spreadsheets in Microsoft Excel for new invoices in Square

Streamline invoice management with this workflow. When a new invoice is generated in Square, it instantly establishes a corresponding spreadsheet in Microsoft Excel. This seamless process not only enhances organization, but it also improves accuracy by reducing manual data entry. Boost your financial tracking efficiency with this efficient and practical automation.

Streamline invoice management with this workflow. When a new invoice is generated in Square, it instantly establishes a corresponding spreadsheet in Microsoft Excel. This seamless process not only enhances organization, but it also improves accuracy by reducing manual data entry. Boost your financial tracking efficiency with this efficient and practical automation.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
excel logo
excel logo

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.
Help

Related categories

  • Microsoft
  • Spreadsheets

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square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

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