Integrate Microsoft Excel with Zoho Books

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

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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 Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

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

Explore quick connects

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Connect Microsoft Excel + Zoho Books in easier way

It's easy to connect Microsoft Excel + Zoho Books 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 Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • Actions
  • Add Row to Table

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

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Microsoft Excel & Zoho Books 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 Zoho Books 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 Zoho Books.

    (2 minutes)

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

Integration of Microsoft Excel and Zoho Books

Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, macOS, Android and iOS. It features calculation, graphing tops, pivot tables, and a macro programming language called Visual Basic for Applications. Although Excel was not originally intended to be used as a database, it has become widely used as such, competing with commercial database software such as Oracle Database and Microsoft SQL Server.

Zoho Books is a cloud-based accounting software that helps small businesses to track their finances on the web or using an Android and iOS app. Zoho Books offers multiple features to help you manage your business more effectively, including invoicing, quotes, orders, time tracking, payments, bank reconciliation, expense tracking, inventory management and more.

Integration of Microsoft Excel and Zoho Books can increase efficiency and productivity of a company. For example, Zoho Books can easily be integrated with Microsoft Excel to manage and track B2B and B2C sales orders and route them directly to the appropriate department for approval for fulfillment. Sales orders can be imported from Zoho Books into Excel to create sales reports in Microsoft Excel or to create custom dashboards. Sales order data can be exported from Microsoft Excel into Zoho Books as well. An example of integration between the two applications is shown below:

Another benefit of integration between the two applications is that it is easy to make changes to one application based on data from the other application. For example, if an organization uses both Zoho Books and Microsoft Office 365 for email, documents, calendars and contacts, then they can easily sync these two applications so that they are automatically up to date. Syncing data between Zoho Books and Microsoft Office 365 allows users to access all information from either application.

Microsoft Excel and Zoho Books integrate seamlessly due to their compatibility with each other. Integration between the two applications allows a business to save time by automating manual processes. The integration process is seamless as long as both applications are installed on the same network or within the same cloud environment. Data can be synchronized between the two applications by configuring OneDrive for Business. The integration process is simple and does not require extensive knowledge of either application.

The process to integrate Microsoft Excel and Zoho Books 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