Microsoft Excel + Xero

Add new Xero payments as rows in Microsoft Excel for streamlined record-keeping

Keep your financial records up-to-date with this powerful automation. Whenever a new payment is registered in Xero, this workflow will add a new row to a specified table in Microsoft Excel. This way, you can conveniently maintain a well-organized record of your transactions without any manual effort. Save time and avoid errors by integrating your accounting platform with your spreadsheet management.

Keep your financial records up-to-date with this powerful automation. Whenever a new payment is registered in Xero, this workflow will add a new row to a specified table in Microsoft Excel. This way, you can conveniently maintain a well-organized record of your transactions without any manual effort. Save time and avoid errors by integrating your accounting platform with your spreadsheet management.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Microsoft
  • Spreadsheets

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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.
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Related categories

  • Accounting

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