Microsoft Excel + Xero

Create sales invoices in Xero from updated rows in Microsoft Excel

Effortlessly manage your sales invoices by connecting your Microsoft Excel sheets with the Xero accounting software. Whenever you update a row in Excel that contains essential invoicing information, this workflow will create a new sales invoice in Xero, ensuring seamless data transfer and accurate financial records. Keep your invoicing process efficient and error-free with this powerful integration.

Effortlessly manage your sales invoices by connecting your Microsoft Excel sheets with the Xero accounting software. Whenever you update a row in Excel that contains essential invoicing information, this workflow will create a new sales invoice in Xero, ensuring seamless data transfer and accurate financial records. Keep your invoicing process efficient and error-free with this powerful integration.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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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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xero logo

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.
Learn moreHelp

Related categories

  • Accounting

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