Connect Upbooks and Microsoft Excel to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Upbooks with Microsoft Excel - no code necessary. See how you can get setup in minutes.

100%

Help

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 Data" from Upbooks.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects Upbooks and Microsoft Excel, 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.

- Collection
  Required
- Select Account
Trigger
Polling
Try It
- Category
  Required
- Payment Amount
  Required
- Currency
- Date
- Mode
- Reference Number
- Notes
- Add Expense Files
- Upload files
Action
Write
- Currency
  Required
- Date
  Required
- Debit Account
- Debit Account Title
- Debit Account Sub Category
- Debit Account Type
- Debit Amount
  Required
- Reason
- Credit Account
- Credit Account Title
- Credit Account Sub Category
- Credit Account Type
- Credit Amount
  Required
- Reason
Action
Write
- Title
  Required
- Summary
- Sub Category
  Required
Action
Write
- 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

- Name
  Required
- DOB
- Employee Type
- Pan Number
- UAN Number
- ESI Number
- PF Number
- EPS Number
- AAdhar Card Number
- Payee Name
- IFSC Number
- Bank Account Number
- Bank Name
- Bank Branch
- MICR
- SWIFT
- Email
- Phone Number
- current Address City
- Current Address Location Name
- Current Address Street1
- Current Address Street2
- Current Address Pincode
- Current Address Country
- Current Address State
- Permanent Address Location Name
- Permanent Address Street 1
- Permanent Address Street 2
- Permanent Address Pin Code
- Permanent Address City
- Permanent Address Country
- Permanent Address State
- Is Same As Current Address?
- Date Of Joining
- Designation
- Role
- Salary Type
- CTC
  Required
- Currency
- select Scheme
- Select Salary Component
Action
Write
- Currency
  Required
- Date
  Required
- Account
- Account Title
- Account Sub Category
- Account Type
- Entry Type
  Required
- Amount
  Required
- Reason
Action
Write
- Title
  Required
- Type
- Expense For
- Amount
  Required
- Currency
- Date
- notes
- Has GST?
- Vendor Name
- Vendor GST Number
- Taxable Value
- Make it recurring
- Recurring Frequency
- Reverse Charge
- Add Payment
- Account Title
- Account Sub Category
- Account Type
- Mode
  Required
- Reference No.
- Payment Notes
- Upload Receipts
Action
Write
- Name
  Required
- Email
  Required
- Password
  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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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

Learn about AI automation

About Upbooks

Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.

HelpHelp

Related categories

Accounting

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 moreLearn moreHelpHelp

Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents