Google Sheets + Xero
Create bank transactions in Xero for new or updated spreadsheet rows in Google Sheets team drive
Track your financial transactions efficiently with this Google Sheets and Xero integration. Whenever a new or updated row is added in your Team Drive Spreadsheet, this workflow generates a corresponding Bank Transaction in Xero. This way, you can maintain a consistent and updated ledger, saving time and reducing errors in manual entry.
Track your financial transactions efficiently with this Google Sheets and Xero integration. Whenever a new or updated row is added in your Team Drive Spreadsheet, this workflow generates a corresponding Bank Transaction in Xero. This way, you can maintain a consistent and updated ledger, saving time and reducing errors in manual entry.
- When this happens...
New or Updated Spreadsheet Row (Team Drive)Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Bank TransactionTriggers when a new bank transaction is created.
ActionWriteCreate a new record or update an existing record in your app.
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Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Text Bold
Text Italic
Text Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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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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QuickBooks Online
Accounting
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Accounting
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AccountingRelated Zap Templates
- Save new Xero invoices to Google Sheets rows
- Create Xero invoices from new Google Sheets rows
- Add rows in Google Sheets from new Xero payments
- Add New Xero Bills to Google Sheets as Rows
- Log new Xero bank transactions as Google Sheets rows
- Create payments in Xero from new or updated rows in Google Sheets
- Create or update Xero contacts from new Google Sheets rows
- Update and add items to Xero sales invoices from new or updated rows in Google Sheets
- Update Google Sheets rows for new Xero sales invoices
- Create bills in Xero from new rows in Google Sheets
- Post Mattermost messages for new Slack posts
- Add new Google Sheets spreadsheet rows to Xero as contacts
- Generate Xero sales invoices from new or updated Google Sheets rows
- Add new Xero quotes to Google Sheets as rows
- Create sales invoices in Xero from new Google Sheets spreadsheet rows in team drive
- Add new Xero contacts to Google Sheets rows
- Update spreadsheet rows in Google Sheets for new quotes in Xero
- Create bills in Xero from new or updated rows in Google Sheets
- Record new Xero payments as multiple rows in Google Sheets
- Create and send Xero sales invoices by email for new Google Sheets rows
- Create multiple spreadsheet rows in Google Sheets for new sales invoices in Xero
- Add new Xero bills to Google Sheets as multiple rows in a spreadsheet
- Update Google Sheets rows with new Xero sales invoices for seamless data tracking
- Create new Xero quote drafts from new Google Sheets rows
- Create new Xero purchase orders from new Google Sheets rows
- Generate Xero bills from new or updated Google Sheets rows on team drive
- Create payments in Xero for new or updated rows in Google Sheets team drive
- Create custom actions in Google Sheets for each new sales invoice in Xero
- Create new Xero bills from new Google Sheets worksheets
- Create multiple rows in Google Sheets for new bank transactions in Xero
- Create multiple spreadsheet rows in Google Sheets for new quotes in Xero
- Create purchase orders in Xero from new or updated rows in Google Sheets
- Manage updated Xero invoices by creating rows in Google Sheets
- Create new Xero quote drafts from new or updated Google Sheets spreadsheet rows
Related Zap Templates
- Save new Xero invoices to Google Sheets rows
- Add New Xero Bills to Google Sheets as Rows
- Create or update Xero contacts from new Google Sheets rows
- Create bills in Xero from new rows in Google Sheets
- Generate Xero sales invoices from new or updated Google Sheets rows
- Add new Xero contacts to Google Sheets rows
- Record new Xero payments as multiple rows in Google Sheets
- Add new Xero bills to Google Sheets as multiple rows in a spreadsheet
- Create new Xero purchase orders from new Google Sheets rows
- Create custom actions in Google Sheets for each new sales invoice in Xero
- Create multiple spreadsheet rows in Google Sheets for new quotes in Xero
- Create new Xero quote drafts from new or updated Google Sheets spreadsheet rows
- Create Xero invoices from new Google Sheets rows
- Log new Xero bank transactions as Google Sheets rows
- Update and add items to Xero sales invoices from new or updated rows in Google Sheets
- Post Mattermost messages for new Slack posts
- Add new Xero quotes to Google Sheets as rows
- Update spreadsheet rows in Google Sheets for new quotes in Xero
- Create and send Xero sales invoices by email for new Google Sheets rows
- Update Google Sheets rows with new Xero sales invoices for seamless data tracking
- Generate Xero bills from new or updated Google Sheets rows on team drive
- Create new Xero bills from new Google Sheets worksheets
- Create purchase orders in Xero from new or updated rows in Google Sheets
- Add rows in Google Sheets from new Xero payments
- Create payments in Xero from new or updated rows in Google Sheets
- Update Google Sheets rows for new Xero sales invoices
- Add new Google Sheets spreadsheet rows to Xero as contacts
- Create sales invoices in Xero from new Google Sheets spreadsheet rows in team drive
- Create bills in Xero from new or updated rows in Google Sheets
- Create multiple spreadsheet rows in Google Sheets for new sales invoices in Xero
- Create new Xero quote drafts from new Google Sheets rows
- Create payments in Xero for new or updated rows in Google Sheets team drive
- Create multiple rows in Google Sheets for new bank transactions in Xero
- Manage updated Xero invoices by creating rows in Google Sheets