Skip to content
Microsoft Excel logoMicrosoft Excel logo
Zoho Books logoZoho Books logo
Microsoft Excel logoMicrosoft Excel logo
Zoho Books logoZoho Books logo

Microsoft Excel + Zoho Books

Microsoft Excel + Zoho Books

Microsoft Excel + Zoho Books integrations

Add new customers from Zoho Books to Microsoft Excel rows instantly

Whenever there's a new customer in Zoho Books, this workflow will promptly add a row to an Excel table to maintain an organized record. It's a perfect way to improve data management and reduce manual data entry. Perfect for keeping your client records up to date in Microsoft Excel without lifting a finger.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is created.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Zoho Books and Microsoft Excel

Discover other triggers and actions you can use with Zoho Books and Microsoft Excel

    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    • Customer Name
      Required
    • Estimate Number
    • Date
    • Expiry Date
    • Name
      Required
    • Rate
      Required
    • Quantity
      Required
    • Discount
    • Description
    • Exchange Rate
    • Estimate Notes
    • Send
    • Estimate Terms
    • Shipping Charge
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Status
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • PAN Number
    • GSTIN or UIN
    • GST Treatment
    • Place of Contact
    • Contact Name
      Required
    • Company Name
    • First Name
    • Last Name
    • Email
    • Website
    • Phone
    • Mobile
    • Billing Address Address
    • Billing Address City
    • Billing Address Zip
    • Billing Address State
    • Billing Address Country
    • Billing Address Fax
    • Shipping Address Address
    • Shipping Address City
    • Shipping Address State
    • Shipping Address Country
    • Shipping Address Fax
    • Shipping Address Zip
    • Payment Terms
    • Notes
    • Vat Treatment
    • Tax Treatment
    • TRN Number
    • Place of Supply
    Action
    Write
    • Organization
      Required
    • Customer Name
      Required
    • Invoice Number
    • Invoice Date
    • Due Date
    • Payment Terms
    • Discount
    • Exchange Rate
    • Item Name
      Required
    • Description
    • Quantity
      Required
    • Rate
      Required
    • Discount ($)
    • Payment Options
    • Shipping Charge
    • Adjustment
    • Allow Partial Payment
    • Notes
    • Send
    • VAT Treatment
    • Tax Treatment
    • Reference Number
    Action
    Write
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.
Related categories
Similar apps
OneDrive integrationsOneDrive integrations
OneDrive
File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations
Smartsheet
Spreadsheets
Quip integrationsQuip integrations
Quip
Documents
zoho-books logo
About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
Related categories

Related Zap Templates