Integrate Microsoft Excel with Xero

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

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.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

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

Explore quick connects

Looking for the Xero Alternatives? Here is the list of top Xero Alternatives

  • Zoho Books Integration Zoho Books
  • FreshBooks Integration FreshBooks
  • FreeAgent Integration FreeAgent
  • Wave Integration Wave
  • QuickBooks Online Integration QuickBooks Online
  • Bonsai Integration Bonsai
  • Invoiced Integration Invoiced
Connect Microsoft Excel + Xero in easier way

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

  • Triggers
  • 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.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Actions
  • Add Row to Table

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

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Microsoft Excel & Xero Integrations Work

  1. Step 1: Choose Microsoft Excel 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 Xero 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 Microsoft Excel to Xero.

    (2 minutes)

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

Integration of Microsoft Excel and Xero

Microsoft Excel is a spreadsheet program that allows users to do calculations and work with large data sets. It provides users with the ability to create, view, edit, format, print and share documents. The first version of Excel was launched in 1985.

Xero is a cloud-based accounting software that is used by accountants and small businesses. Xero is used by 1.5 million people in more than 160 countries. It is a web-based accounting software that integrates with Microsoft Excel.

The integration of Microsoft Excel and Xero allows users to perform real time syncing between the two platforms. This means that users can enter information into the Xero platform and it will be updated in Microsoft Excel in real time. This integration allows users to use Microsoft Excel as an advanced worksheet for the Xero platform. It also enables users to improve their productivity when working on Xero and Microsoft Excel at the same time. The integration of Microsoft Excel and Xero improves efficiency as users only have to use one application for both tasks.

In conclusion, it is evident that there are many benefits to the integration of Microsoft Excel and Xero. This integration has enabled users to reduce redundancy as they can access all information through one platform. It has also improved efficiency as users can save time by using one application for multiple tasks.

The process to integrate Microsoft Excel and Xero 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 November 09,2022 06:11 pm