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Microsoft Excel + Zoho Inventory Integrations

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

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

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

Zoho Inventory Integrations
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Best ways to Integrate Microsoft Excel + Zoho Inventory

  • Microsoft Excel Zoho Inventory

    Microsoft Excel + Zoho Inventory

    Create Contact to Zoho Inventory from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Zoho Inventory Create Contact
  • Microsoft Excel Zoho Inventory

    Microsoft Excel + Zoho Inventory

    Create Item to Zoho Inventory from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Zoho Inventory Create Item
  • Microsoft Excel Zoho Inventory

    Microsoft Excel + Zoho Inventory

    Create Sales Order to Zoho Inventory from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Zoho Inventory Create Sales Order
  • Microsoft Excel Zoho Inventory

    Microsoft Excel + Zoho Inventory

    Update Contact in Zoho Inventory when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Zoho Inventory Update Contact
  • Microsoft Excel Zoho Inventory

    Microsoft Excel + Zoho Inventory

    Update Item in Zoho Inventory when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Zoho Inventory Update Item
  • Microsoft Excel {{item.actionAppName}}

    Microsoft Excel + {{item.actionAppName}}

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    Close
    When this happens...
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    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Excel + Zoho Inventory in easier way

It's easy to connect Microsoft Excel + Zoho Inventory 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 Item

    Triggers when a new item is created.

  • Update Item

    Triggers when an item is updated.

    Actions
  • Add Row to Table

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

  • Create Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Create Shipment Order

    Creates a new shipment order.

  • Mark Order as Delivered

    Marks an existing order as delivered

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

How Microsoft Excel & Zoho Inventory 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 Inventory 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 Inventory.

    (2 minutes)

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

Integration of Microsoft Excel and Zoho Inventory

The Internet has seen a number of changes in the recent years and has transformed into a great medium for business. It is a great medium to advertise and sell products and services. A majority of businesses use this medium to grow their business and generate profits.

Zoho Inventory, a cloud-based inventory management software, helps organizations to track their business data effectively by merging it with Microsoft Excel. It can be integrated with Microsoft Excel by using Zoho Inventory’s Add-in for Microsoft Excel. This enables users to expand the functionalities of their existing excel sheet by using zoho inventory’s features.

  • Integration of Microsoft Excel and Zoho Inventory
  • Integration of Microsoft Excel and Zoho Inventory is done by using the Add-in for Microsoft Excel. The Add-in can be accessed by fplowing these steps:

  • Download the Add-in for Microsoft Excel here
  • After installation, start the Zoho Inventory software. Go to the ‘Add-ins’ tab found under ‘Settings’ in the left pane. Select the ‘Microsoft Office Integration’ option found in the list of Add-ins. Click on ‘Configure’. Based on your version of Microsoft Excel, select the appropriate option. For pder versions of Microsoft Excel, select ‘Microsoft Office Excel 2010/2007/2003/XP/2000’. For newer versions of Microsoft Excel, select ‘Microsoft Office Excel 2013/2010/2007/2003/XP/2000’. Once done, click on ‘Save Changes’ button located at the bottom right corner.
  • On the next screen, select the checkbox for ‘Enable Integration’ option if you want to integrate your Zoho Inventory account with Microsoft Excel. Select the checkbox for ‘Enable Add-in for Excel’ if you want to activate the Zoho Inventory Add-in for Microsoft Excel. Click on ‘Save Changes’ button located at the bottom right corner. You will receive an approval request mail from Zoho Inventory after saving the changes. Fplow the link provided in that mail to activate the Add-in for Microsoft Excel.
  • Now go back to the ‘Add-ins’ tab found under ‘Settings’ in the left pane. Select the ‘Microsoft Office Integration’ option found in the list of Add-ins. You will see a new entry named ‘Zoho Inventory for Office’ in the list. It will be selected automatically as it is activated by default. Select all other options to activate them as well. Click on ‘Save Changes’ button located at the bottom right corner.
  • Once complete, close this tab and go to Microsoft Excel. You will see a new topbar named ‘Zoho Inventory’ in the ribbon area of Microsoft Excel (see image below. The topbar will have various options such as Products, Customers, Orders and Quotes and will be selected automatically as it is activated by default (see image below. The topbar can be deactivated and activated later by selecting or unselecting the checkbox for ‘Show Zoho Inventory Topbar’ option (see image below. To deactivate this topbar, click on its dropdown menu and select ‘Deactivate’ option (see image below. To activate it again, fplow step (c. above and then fplow step (d. above to select all available options.
  • Benefits of Integration of Microsoft Excel and Zoho Inventory
  • By integrating Zoho Inventory and Microsoft Excel, users can:

    Create spreadsheets and workbooks using various user-friendly features and tops offered by both applications and save those workbooks as well as those created earlier as separate files in Microsoft Excel format (.xlsx. or as .xml files which can be opened in any browser as well as any mobile device by anyone having access to those files. Users can also work on those files simultaneously without worrying about data corruption as they are saved in a common location. They can also create worksheets with unlimited rows and cpumns depending on their requirements and can modify them easily anytime even after saving them as a separate file. They can easily import data from Zoho Inventory into an excel sheet using a simple drag and drop feature available in all versions of Microsoft Excel 2010, 2007, 2003, XP and 2000. This allows users to manage their data both from within Zoho Inventory as well as from within their existing excel sheet without any effort or data corruption. They can create an invoice directly from an excel sheet without any additional modifications or manual entry. Users can update their inventory information directly from an excel sheet. They can schedule product deliveries from an excel sheet. They can view sales reports from an excel sheet based on different parameters such as total sales, sales per product category or sales per product price range. They can generate invoices directly from an excel sheet based on sales reports generated from that same excel sheet due to its integration with Zoho Inventory Enables users to calculate tax on sales automatically Creates opportunities directly from an excel sheet Creates purchase orders directly from an excel sheet In addition, users can set up price lists from an excel sheet Creates quotation items directly from an excel sheet Creates customers directly from an excel sheet Creates vendors directly from an excel sheet Creates custom fields directly from an excel sheet Creates reports based on various parameters such as total sales, sales per product category or sales per product price range Creates barcodes based on their own templates Users can view their inventory data in real time Users can view purchase order statuses in real time Users can view customer details in real time Users can view vendor details in real time Users can view lead details in real time Users can view purchase order details in real time Users can view customer order details in real time they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates they can create customized reports based on specific parameters such as total sales, sales per product category or sales per product price range they can view barcodes based on their own templates

    The process to integrate 403 Forbidden and 403 Forbidden 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.