Microsoft Excel + Xero

Add rows to Microsoft Excel for new sales invoices in Xero

Effortlessly track your sales invoices from Xero by adding them to a Microsoft Excel table with this seamless workflow. Whenever a new sales invoice is created in Xero, the relevant information will be instantly added as a row to your designated Excel table. This way, you can have an organized record of your business transactions, streamline data management, and save valuable time.

Effortlessly track your sales invoices from Xero by adding them to a Microsoft Excel table with this seamless workflow. Whenever a new sales invoice is created in Xero, the relevant information will be instantly added as a row to your designated Excel table. This way, you can have an organized record of your business transactions, streamline data management, and save valuable time.

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

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  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

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    Scheduled
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    • OrganizationRequired

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    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

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    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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  • Accounting

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