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Microsoft Excel + Zoho Invoice Integrations

Syncing Microsoft Excel with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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 Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

Zoho Invoice Integrations
Connect Microsoft Excel + Zoho Invoice in easier way

It's easy to connect Microsoft Excel + Zoho Invoice 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 added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

    Actions
  • Add Row to Table

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

  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

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How Microsoft Excel & Zoho Invoice 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 Invoice 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 Invoice.

    (2 minutes)

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

Integration of Microsoft Excel and Zoho Invoice

Microsoft Excel is a spreadsheet software which is mainly used to store and manipulate data and calculations. It consists of a grid of cells arranged in rows and cpumns. The cells consist of four corners; top-left cell is A1 and bottom-right is XFD1048576. The cells are used to hpd text, numbers, formulas and hyperlinks.

Excel can be used for creating charts, graphs and data analysis. It is also used for creating database applications. Excel is available in both the MS Office package and as a stand-alone application. It is compatible with Windows 98 and later versions along with Windows 2000 and later versions.

Zoho Invoice is an online invoicing system available as a web-based application and it can be used on PC, Mac and Linux platforms. Zoho Invoice allows its users to create professional invoices using their preferred invoice template and logo. The system also allows its users to create quotes and estimates. Zoho Invoice allows its users to accept payments online through the integration of PayPal with the system. Zoho Invoice offers its users to create multi-currency invoices and allows its user to share the invoices with the clients with the integration of Google Document.

Microsoft Excel and Zoho Invoice can be integrated with each other to increase the efficiency of businesses. Billing process becomes easy with the integration of Microsoft Excel and Zoho Invoice as it saves time and reduces errors.

Time is saved by using Microsoft Excel and Zoho Invoice as the invoice data of a company can be stored in a spreadsheet file which can be easily sent to Zoho Invoice for quick processing. The invoice details can be copied from the spreadsheet file into Zoho Invoice providing ease in processing invoice data.

In case there are any changes required in the invoice details, customers can send back the corrected or edited invoice on their own without having to contact the service provider. They can do so by sending a copy of the original invoice with their changes to Zoho Invoice. Once the invoice data is entered in Zoho Invoice, invoices can be generated quickly which reduces manual errors that may occur while copying entries from a paper or electronic form to another form.

In conclusion, integration of Microsoft Excel and Zoho Invoice makes billing process easier, faster and error free as the invoice data of a company is stored in a spreadsheet file which can be sent to Zoho Invoice for quick processing. Customer can send back the corrected or edited invoice on their own without having to contact the service provider for doing so.

The process to integrate Microsoft Excel and Zoho Invoice 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 July 01, 2022 5:55 am