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Zapier makes it easy to integrate Microsoft Excel with Xero - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Item Code
Required
Name
Required
Description
Is Sold
Required
Sales Unit Price
Sales Account
Sales Tax Type
Is Purchased
Required
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is Tracked
Required
Inventory Asset Account
Cost of Goods Sold Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Transaction_type
Required
Contact
Required
Bank Account
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
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
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Warning_message
Credit Note ID
Required
Allocation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Reference
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Document Type
Document ID or Number
Required
Paid To
Required
Date
Currency_rate
Amount
Required
Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact (supplier)
Required
Date
Delivery_date
Order Number
Reference
Theme
Currency
Tax_type
Delivery_address
Attention
Telephone
Delivery_instructions
Attachments
Purchase Order Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Employee
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Quote ID
Required
Quote Number
Status
Contact
Required
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Resource type
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search By
Required
Order ID or Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
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
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and Xero with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Excel and Xero
Sync new Xero invoices with Excel.
When a new invoice is created in Xero, Zapier adds the invoice details to Microsoft Excel. This ensures every invoice is logged in your Excel worksheet, simplifying reporting and manual data consolidation.
When a new expense claim receipt is added in Xero, Zapier updates a workbook in Microsoft Excel. This helps project managers maintain up-to-date expense data, aiding in resource planning and monthly budget tracking.
When a new sales invoice is created in Xero, Zapier automatically logs the deal details in Excel for tracking sales team performance. This automation helps sales ops monitor revenue trends and track individual contributions without manual entry.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Xero on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Xero
How do I integrate Microsoft Excel with Xero using our platform?
To integrate Microsoft Excel with Xero, you can use our platform to create a "Zap" which connects the two applications. You will need to set up triggers in Excel, such as 'New Row Added', and corresponding actions in Xero, like 'Create Invoice'. Our intuitive editor will guide you through linking the two services seamlessly.
Can I update an Excel spreadsheet when there is a new transaction in Xero?
Yes, by utilizing our platform, you can create a workflow where a new transaction in Xero triggers an update in your Excel spreadsheet. This is done by setting the trigger as 'New Transaction' in Xero and the action as 'Update Row' in Microsoft Excel.
What kind of data can be transferred between Microsoft Excel and Xero?
You can transfer various data types between Microsoft Excel and Xero, including invoices, transactions, contacts, and financial summaries. By setting specific triggers like 'New Expense' or 'Invoice Paid', corresponding updates or entries can be automated between both applications.
Does integrating Microsoft Excel with Xero support bidirectional data synchronization?
Our integration primarily supports unidirectional workflows initiated by triggers. For instance, updating data from an action taken in Xero results in changes reflected in Excel or vice versa based on the defined trigger and action sequence. While direct bidirectional synchronization isn't currently available as one automated process, you can set up reciprocal workflows manually.
Are there pre-built templates available for integrating Microsoft Excel with Xero?
Yes, we offer several pre-built templates that simplify the setup process for integrating Microsoft Excel with Xero. These templates include common use cases such as syncing spreadsheets with invoice data from Xero or updating billing information automatically based on changes made in either system.
Can I automate financial reporting between Microsoft Excel and Xero?
Absolutely! By creating customized workflows through our platform, financial reporting tasks can be automated. You might set up a trigger such as 'End of Month' to pull necessary financial data from Xero into predefined reports within your Excel spreadsheets.
Are there any limitations I should be aware of when linking Microsoft Excel with Xero?
When linking Microsoft Excel with Xero via our platform, it's essential to consider potential limitations such as API call limits of each application, certain unsupported custom fields, or potential delays depending on network speeds during data transfer processes.
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.
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.
