Microsoft Excel + Xero

Add rows to Microsoft Excel for new bank transactions in Xero

Keep your financial records up-to-date without lifting a finger with this workflow. When a new bank transaction is detected in Xero, a new record is created in your Microsoft Excel table. This streamlines and simplifies your financial management process, giving you an organized record of all transactions in one place. Perfect for business owners who want hassle-free financial tracking.

Keep your financial records up-to-date without lifting a finger with this workflow. When a new bank transaction is detected in Xero, a new record is created in your Microsoft Excel table. This streamlines and simplifies your financial management process, giving you an organized record of all transactions in one place. Perfect for business owners who want hassle-free financial 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 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

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    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.

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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Related categories

  • Accounting

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