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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Donation Deposit" in Xledger.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Xledger, 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.

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Account
  Required
- Pay method
  Required
- Posted Date
- Text
- Amount
- Fee
- Currency
  Required
- Bank Account
  Required
- Detail Amount
  Required
- Detail Text
- Detail Donor
  Required
- Detail Project
  Required
- Detail External Identifier
Action
Write
- Code
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Start Date
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Voucher Number
  Required
- Transaction Source
  Required
- Account
  Required
- Voucher Date
  Required
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company Code
  Required
- Company Description
  Required
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer Code
  Required
- Customer Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Country
  Required
- Phone
Action
Write
- Code
  Required
- Email
- Description
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Supplier Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Customer Code
  Required
- Currency
  Required
- External Order Reference
Action
Write
- Code
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- External Identifier
- Number of Records
Trigger
Polling
Try It
- Voucher Number
  Required
- Transaction Source
  Required
- Credit Account
  Required
- Debit Account
  Required
- Voucher Date
  Required
- Due Date
- Invoice Number
- Text
  Required
- Amount
  Required
- Currency
  Required
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- Date
  Required
- Employee Code
  Required
- Expense Type
  Required
- Account Description
  Required
- Amount
  Required
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- Approved
  Required
- Ready For Approval
  Required
Action
Write
- Invoice Date
  Required
- Order Number
- Transaction Date
  Required
- Customer
  Required
- Product
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Tax Rule
- Currency
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- Approved
  Required
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- Code
  Required
- Description
  Required
- Email
- Name
- Street Address
  Required
- Zip Code
  Required
- Place
  Required
- Phone
Action
Write
- Code
  Required
- Description
  Required
- Start Date
  Required
- Billable
  Required
- Timesheet Entry
  Required
- Fund Project
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
- Received Quantity
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO Header
  Required
- Text
- Quantity
  Required
- Unit Price
  Required
- Product Code
  Required
- Tax Rule
  Required
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- Employee
  Required
- Project
  Required
- Activity
  Required
- Date
  Required
- Text
- Working Hours
- Invoice Hours
- Time Type
  Required
Action
Write
- PO Header
  Required
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Microsoft Excel and Xledger to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Xledger integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Excel + Xledger 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 Xledger

How can I use Microsoft Excel as a data source for Xledger integration?

You can use Excel as a data source by setting up triggers in a Zap that detect new rows in your spreadsheet. This will automatically push the information to Xledger, creating records or updating existing ones based on your configuration.

Can I automate data sync between Excel and Xledger?

Yes, you can automate data sync by using actions that update or create new record entries in Xledger whenever an updated row is detected in Excel. This automation ensures your financial reports are always up to date.

What type of data can be transferred from Excel to Xledger?

You can transfer various types of data such as financial figures, transaction details, and contact information from Excel to Xledger, enabling efficient finance management.

Is it possible to trigger workflows in Xledger using Excel data changes?

Yes, changes in Excel data like adding new rows or updating existing cells can trigger workflows in Xledger. These triggers help initiate actions like transaction approvals or report generation automatically.

Do I need any special tools or add-ons to connect Microsoft Excel with Xledger?

Our platform allows you to seamlessly integrate without the need for advanced tools or additional add-ons. You just need access permission to both the applications and our integration suite does the rest.

What happens if there is an error during the integration process?

If an error occurs during integration, our system provides detailed logs of any issues faced. You'll be able to review these logs and make the necessary adjustments or consult support for further assistance.

How secure is the data transfer between Microsoft Excel and Xledger?

Data transfers are encrypted end-to-end with industry-standard security protocols ensuring your financial and personal information remains secure at all times.

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.

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Microsoft Spreadsheets

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About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

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