Integrate Alegra with Microsoft Excel

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About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Want to explore Alegra + Microsoft Excel quick connects for faster integration? Here’s our list of the best Alegra + Microsoft Excel quick connects.

Explore quick connects

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

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Connect Alegra + Microsoft Excel in easier way

It's easy to connect Alegra + Microsoft Excel without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Actions
  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Alegra & Microsoft Excel Integrations Work

  1. Step 1: Choose Alegra as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Alegra to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Alegra and Microsoft Excel

  • Introduction:
  • Alegra:
    • Alegra is the chief executive officer of a large company. She is in charge of all matters relating to finance, accounting and investments.
    • The company has an annual turnover of $40 million.
    • Alegra’s firm is the largest software development company in the world.

  • Microsoft Excel:
    • Microsoft Excel is a software application that allows users to work with figures and tables.
    • Users can use Microsoft Excel to perform multiple calculations and analysis on figures and tables simultaneously.
    • Users can save and print their work.


  • Integration of Alegra and Microsoft Excel:
    • Alegra is new to her position at the firm and she is not familiar with all the functions of the computer system.
    • She does not know how to retrieve information from the system, so she has to get help from other employees in the office when she needs to find data for a report.
    • She would like to integrate Microsoft Excel into her office system in order to improve data retrieval process. She would like to be able to retrieve data from documents and spreadsheets in a faster and easier way.
    • She would also like to review her previous financial records when preparing her budget for the next year. She would like to make sure that she is able to meet the budget she has set for herself. She wants to make sure that her expenditures do not exceed her income. She does not want to overspend the company’s budget in any aspect of the business operations.
    • She would also like to have a better insight into her company’s finances by analyzing her company’s income statement and balance sheet in a more detailed way than before. She would like to have a clearer picture of her company’s financial situation so that she can make informed decisions about how to invest the company’s money wisely in order to ensure its future success. She wants to ensure that she is doing everything possible to grow the company’s income and maintain a healthy profit margin for the future growth of her business.
    • In order to begin integrating Microsoft Excel, she needs to acquire the software package, which costs $500 per license, or $500 per user if more than one person needs it. The software package will be installed on every personal computer in the offices of her company, which totals 1,000 employees worldwide. The installation will cost $500 per employee, or $500,000 total for the entire company.
    • She can then begin teaching each employee how to use Microsoft Excel, which should take about three months, at a cost of $25 per hour for each instructor, or $100,000 total for the entire company. There will be no further costs for this training because all employees will eventually become familiar with Microsoft Excel on their own by using it for their jobs every day in their offices. The $100,000 will be used for expenses such as food and transportation during the three months of training sessions.

  • Benefits of Integration of Alegra and Microsoft Excel:
  • The process to integrate Alegra and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm