Microsoft Excel + Xero + Streak Integrations

How to connect Microsoft Excel + Xero + Streak

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Do even more with Microsoft Excel + Xero + Streak

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Excel, Xero, and Streak. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- TitleRequired
- Column Headers
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It

- Purchase Order Status
  If left empty, Zapier will trigger on all new purchase orders, regardless of status.
Trigger
Scheduled
Try It
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
Try It
- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- 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
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write
- Stage
  Only trigger boxes as they enter a certain stage.
- PipelineRequired
  Only trigger when a box changes stage in this pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when the received counter changes on a Box in this Pipeline.
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
  Only trigger on Tasks made on Boxes in this Pipeline.
Trigger
Instant
Try It
- Box KeyRequired
  The box the contact will be added to.
- Contact EmailRequired
  The email address(es) of a contact who will be added to the box.
- Contact First Name
  The first name of a contact who will be added to the box.
- Title
  Contact's position/title.
- Contact Last Name
  The last name of a contact who will be added to the box.
- Phone Number(s)
  The phone number(s) associate with this contact.
- Twitter
  Contact's Twitter handle.
- Facebook
  Contact's Facebook page.
- LinkedIn
  Contact's LinkedIn page.
- Address
  Contact's address(es).
- Contact Notes
  Notes specific to the contact.
Action
Write
- PipelineRequired
  The pipeline this box is found under.
- NameRequired
  The name of the box.
- Assigned To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, this will be assigned to you.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
- Create Tag and Dropdown Options
  If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key.
- Pipeline
  If box name is used, only update the box on this pipeline.
- TextRequired
  Label for the task.
- Due Date
  Time that the task is due.
- Assign To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, this will be assigned to you.
Action
Write
- Assign To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, the assignee will not change.
- Box Key
  The box of the key you'd like to edit tasks on. You must also provide task text with this option, and may not provide a task key.
- Task Text
  The text of the task you'd like to edit. Task text is case sensitive and must be used with a box key. Do not provide a task key.
- Task Key
  The specific task key you'd like to update. Do not provide a box key or task text if you are providing a task key.
- Completed
- Due Date
  Leave blank to not change.
Action
Write
- Thread KeyRequired
  The thread key for the contents you'd like to retrieve.
Action
Write
- Box KeyRequired
  A box key is its unique ID (not its name). You will likely need to get this key from a previous step.
- Meeting TypeRequired
  Meeting or call?
- Start TimeRequired
  Start time for the meeting or call.
- End Time
  End time for the meeting or call.
- Notes
  Meeting/Call Log Notes.
Action
Write
- Api Docs Info
  API docs for Streak are located here https://www.streak.com/api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact or Box Key
  If given a box key, this search will returns the first contact or the first starred contact from the specified box. If given a contact key, this search will return the details of the specified contact. You must provide either a key or a query; you can not provide both.
- Search Query
  Your search query should be unique to the user -- email address, phone number, or street address are great options. You must provide either a key or a query; you can not provide both.
- Teams
  List of teams to search on. If no teams are specified, it will default to all teams. Only applicable for use with Search Queries.
Action
Search
- Exact Search
  Exact box name or key. You must provide either a key/name or a query; you can not provide both.
- Search Query
  Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
- PipelineRequired
  The pipeline this box is found under.
- NameRequired
  The name of the box.
- Assigned To
  Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Action
Search or write

- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
  Trigger on changes to cells in this column only.
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  We will only update columns you provide, leaving all others untouched.
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search or write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- 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
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search
- PipelineRequired
  Only trigger when a Box is moved out of this Pipeline.
Trigger
Instant
Try It
- Stage
  Only trigger if this box is in a particular stage.
- Field
  Only trigger if a specific field in a box is updated.
- PipelineRequired
  Only trigger when a Field on a Box is edited in this Pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a comment is made on a box in this pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a new box is in this pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a Task is completed in a Box on in this Pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a Task is due on a Box in this Pipeline.
Trigger
Instant
Try It
- Box KeyRequired
  The box this organization will belong to.
- Organization NameRequired
  The name of the organization.
- Website(s)Required
  Organization's website.
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key.
- Pipeline
  If box name is used, only update the box on this pipeline.
- MessageRequired
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key of the box.
- Pipeline
- Name
  New name of the box (leave empty to not change).
- Note
  Notes field on the Box (leave empty to not change).
- Assigned To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, the assignee will not change.
- Gmail Thread Id
  This will attach the Gmail Thread to this box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
- Create Tag and Dropdown Options
  If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
Action
Write
- File KeyRequired
  The key of the file you'd like to retrieve.
Action
Write
- Pipeline
  If box name is used, only update the box on this pipeline.
- Box Name or KeysRequired
  Box to link other boxes to. Either the name of the box (case sensitive) or the key.
- Box Names or KeysRequired
  A list of box names or keys to link to the first box.
Action
Write
- Contact KeyRequired
  The key of the contact you'd like to update.
- First Name
  First name of updated contact.
- Last Name
  Last name of updated contact.
- Email Address(es)
  The only email addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
- Title
  The title of the updated contact.
- Twitter
  The Twitter handle of the updated contact.
- Facebook
  The Facebook link of the updated contact.
- LinkedIn
  The LinkedIn url for the updated contact.
- Photo (Url)
  A url for the photo of the updated contact.
- Phone Numbers
  The only phone numbers associated with the contact will be the ones you include here; make sure to include any previously associated numbers as well as the new one(s).
- Address(es)
  The only addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
- Other
  Any other notes or information you'd like to include about the contact.
Action
Write
- Exact Search
  Exact box name or key. You must provide either a key/name or a query; you can not provide both.
- Search Query
  Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
Action
Search
- Organization or Box Key
  If given a box key, this search will returns the first organization or the first starred organization from the specified box. If given an organization key, this search will return the details of the specified organization. You must provide either a key or a query; you can not provide both.
- Search Query
  Your search query should be unique to the organization – website, phone number, or street address are great options.
- Team
  The team on which to search for the organization. If left blank, all teams will be searched.
Action
Search
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines.
- Search Query
  Search for the contents of a box (not to be used with search by name or search and create).
- NameRequired
  The name of the box.
- PipelineRequired
  The pipeline this box is found under.
- Assigned To
  Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Action
Search or write

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How Microsoft Excel + Xero + Streak Integrations Work

Step 1: Authenticate Microsoft Excel, Xero, and Streak.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Microsoft Excel + Xero + Streak

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 Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more

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Accounting

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About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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Microsoft Excel + Xero + Streak Integrations

How to connect Microsoft Excel + Xero + Streak

Do even more with Microsoft Excel + Xero + Streak

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Bank Transaction

New Contact

New Purchase Order

Purchase Order Status

New Expense Claim Receipt

Add Items to Existing Sales Invoice

InvoiceRequired

Item Code

Description

QuantityRequired

Unit Price

Discount %

Account

Tax Rate

Create Bank Transfer

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Item Code

DescriptionRequired

Quantity

Unit Price

Discount %

Account

Tax Rate

Terms

Send Sales Invoice By Email

Invoice NumberRequired

Create Sales Invoice

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Number

Reference