Microsoft Excel + Xero
Create sales invoices in Xero from new rows in Microsoft Excel
Easily manage your financial records with this workflow. When a new row is added in your Microsoft Excel, it will prompt the creation of a sales invoice in Xero. This smooth operation helps to streamline your accounting process, effectively saving time and reducing manual data entry.
Easily manage your financial records with this workflow. When a new row is added in your Microsoft Excel, it will prompt the creation of a sales invoice in Xero. This smooth operation helps to streamline your accounting process, effectively saving time and reducing manual data entry.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired
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.
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DocumentsAbout 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.
