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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
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
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
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
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
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
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
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
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
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
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
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
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
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
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
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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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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.
