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Microsoft Excel + Xero

Create rows in Microsoft Excel for new sales invoices in Xero

Effortlessly track your Xero sales invoices in Microsoft Excel with this seamless workflow. Whenever a new sales invoice is created in Xero, a new row will be added to your specified Excel spreadsheet, ensuring all your financial data is organized and easily accessible in one place. Streamline your accounting process and stay on top of your sales with this powerful integration.

Effortlessly track your Xero sales invoices in Microsoft Excel with this seamless workflow. Whenever a new sales invoice is created in Xero, a new row will be added to your specified Excel spreadsheet, ensuring all your financial data is organized and easily accessible in one place. Streamline your accounting process and stay on top of your sales with this powerful integration.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when you add a new sales invoice. (Accounts Receivable).

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

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    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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