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Microsoft Excel + Pennylane

Add new Pennylane customer invoices to a Microsoft Excel table with ease

Streamline your financial management processes with this simple workflow. Whenever a new customer invoice is created in Pennylane, a corresponding row is added to a selected table in your Microsoft Excel. This process ensures all your financial records are quickly and accurately updated, saving you the trouble of manually entering data. Enjoy effortless record keeping and enhance efficiency in your business operations.

Streamline your financial management processes with this simple workflow. Whenever a new customer invoice is created in Pennylane, a corresponding row is added to a selected table in your Microsoft Excel. This process ensures all your financial records are quickly and accurately updated, saving you the trouble of manually entering data. Enjoy effortless record keeping and enhance efficiency in your business operations.

  1. When this happens...
    PennylanePennylane
    New Customer Invoice
    TriggerPolling
  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

  • Pennylane triggers, actions, and search

    New Customer V2

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
  • Pennylane triggers, actions, and search

    New Product V2

    Triggers when a new product is created.

    Trigger
    Polling
    Try It

    • Start dateRequired

    • Mode typeRequired

    • Mode email settingsRequired

    • Payment conditionsRequired

    • Payment methodRequired

    • Recurring rule TypeRequired

    • Recurring rule Interval

    • Recurring rule Count

    • Customer IDRequired

    • Currency

    • Customer Invoice Template ID

    • PDF Invoice Free Text

    • PDF Invoice Subject

    • PDF Description

    • Special Mention

    • Language

    • Discount

    • Invoice Line Sections

    • Invoice Line LabelRequired

    • Invoice Line QuantityRequired

    • Invoice Line Raw Currency Unit PriceRequired

    • Invoice Line UnitRequired

    • Invoice Line VAT RateRequired

    • Invoice Line Description

    • Invoice Line Product ID

    • Invoice Line Ledger Account ID

    • Invoice Line Section Rank

    • Invoice Line Discount Type

    • Invoice Line Discount Value

    Action
    Write

    • Customer IDRequired

    • Company name

    • VAT number

    • Registration number

    • Customer phone

    • Billing address

    • Billing postal code

    • Billing city

    • Billing country code

    • Delivery address

    • Delivery postal code

    • Delivery city

    • Delivery country code

    • Customer payment conditions

    • Customer billing IBAN

    • Recipient

    • Reference

    • Ledger account number

    • Notes

    • Customer emails

    • External reference

    • Billing language

    Action
    Write
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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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

  • Accounting

Related Zap Templates

  • Add new Microsoft Excel table rows to create customers in Pennylane

Related Zap Templates

  • Add new Microsoft Excel table rows to create customers in Pennylane