1.Monitor new row in table
Integrate Microsoft Excel, spreadsheets, and data mapping to extract invoice row fields for draft preparation.
Create draft sales invoice from updated billing sheet row
Automatically monitor new row submissions in Microsoft Excel across Xero. Create and update when invoice rows qualify or when contacts or invoice numbers change—so you can create draft sales invoices, deduplicate invoice numbers, and review-ready contacts without manual billing follow-up.
How this automation accelerates draft invoice creation
When new invoice rows land in your spreadsheet, duplicate billing and delays can follow. This automation finds or creates contacts, checks invoice numbers, and creates draft sales invoices—so your team can review faster.
Microsoft Excelor swap with your favorite app
2.Find or create contact
Integrate Xero and accounting data tools to find or create a contact and map name and address.
Xeroor swap with your favorite app
3.Find invoice for duplicates
Integrate Xero and invoicing tools to search by invoice number and surface existing invoice identifiers.
4.Filter qualifying invoice rows
Integrate Zapier filters and conditional logic to continue only when no invoice is found and row conditions pass.
Filter by Zapieror swap with your favorite app
5.Create sales invoice draft
Integrate Xero and invoice generation to create a draft sales invoice and map lines, accounts, and tracking.
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