Microsoft Excel + Xero

Create rows in Microsoft Excel for newly added quotes in Xero

Effortlessly manage your financial records by connecting Xero and Microsoft Excel with this seamless automation. When a new quote is created in Xero, this workflow will instantly add a row in your Excel spreadsheet, ensuring all your essential data is compiled in one easily manageable location. Save time and stay organized as the process happens behind the scenes, allowing you to focus on growing your business.

Effortlessly manage your financial records by connecting Xero and Microsoft Excel with this seamless automation. When a new quote is created in Xero, this workflow will instantly add a row in your Excel spreadsheet, ensuring all your essential data is compiled in one easily manageable location. Save time and stay organized as the process happens behind the scenes, allowing you to focus on growing your business.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    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
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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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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.
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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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