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Microsoft Excel + Xero

Track new Xero payments by adding rows in Microsoft Excel

Effortlessly track your financial transactions with this seamless workflow. When a new payment occurs in Xero, a row is added to a Microsoft Excel spreadsheet, keeping your records organized and up-to-date. This automation ensures you never miss a payment update, making financial record-keeping a breeze.

Effortlessly track your financial transactions with this seamless workflow. When a new payment occurs in Xero, a row is added to a Microsoft Excel spreadsheet, keeping your records organized and up-to-date. This automation ensures you never miss a payment update, making financial record-keeping a breeze.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    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
    Try It
    • 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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