Microsoft Excel + Xero

Add rows in Microsoft Excel for every new bank transaction in Xero

Keep your financial management smooth and accurate with this Xero and Microsoft Excel integration. When a new bank transaction occurs in your Xero account, this automation promptly adds the corresponding data to a row in your designated Microsoft Excel spreadsheet. This simple setup ensures your financial records remain timely and precise, allowing you to focus on other critical facets of your business. Experience the ease and accuracy of seamless financial record tracking.

Keep your financial management smooth and accurate with this Xero and Microsoft Excel integration. When a new bank transaction occurs in your Xero account, this automation promptly adds the corresponding data to a row in your designated Microsoft Excel spreadsheet. This simple setup ensures your financial records remain timely and precise, allowing you to focus on other critical facets of your business. Experience the ease and accuracy of seamless financial record tracking.

  1. When this happens...
    XeroXero
    New Bank Transaction

    Triggers when a new bank transaction 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
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • 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
excel logo
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.
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Related categories

  • Accounting

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