Integrate Excel with Xero
Send information between Excel and Xero automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Xero using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in site
Triggers when a new row is added to a spreadsheet in site
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing purchase order are updated
Invoice created
Triggers when a new invoice is created
Credit note created
Triggers when a new credit note is created
Bank transaction created or updated
Triggers when a new transaction is created or details of an existing transaction are updated
Invoice created or updated
Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated
Payment created or updated
Triggers when a new payment is created or details of an existing payment are updated
Quote created
Triggers when a new quote is created
Payment created
Triggers when a new payment is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact are updated
Contact created
Triggers when a new contact is created
Credit note created or updated
Triggers when a new credit note is created or details of an existing credit note are updated
Purchase order created
Triggers when a new purchase order is created
Quote created or updated
Triggers when a new quote is created or details of an existing quote are updated
Bank transaction created
Triggers when a new bank transaction is created
All Actions - Actions are the automated tasks
Update row in site
Updates the details of an existing row in an excel sheet from your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row to table
Adds a new row to the bottom of the selected table
Add row in site
Adds a new row to the selected spreadsheet in your site
Add row
Adds a new row to the bottom of the selected worksheet
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in site
Finds a row from a spreadsheet in your site
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Create or update credit note
Creates a new credit note or update an existing credit note using credit note number
Allocate credit note to invoice
Applies a credit note to an invoice to reduce its outstanding balance
Create contact
Creates a new contact
Create or update purchase order
Create a new purchase order or update an existing one using the purchase order number
Create or update quote
Create a new quote or update an existing one using the quote number
Create project
Creates a new project
Create or update invoice
Create a new invoice or update an existing one using the invoice number
Create bank transaction
Creates a new bank transaction
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Update contact
Updates the details of an existing contact
Update purchase order
Updates the details of a purchase order
Fetch quote
Fetches the details of an existing quote
Fetch project
Fetches the details of an existing product
Fetch bank account
Fetches the details of an existing bank account
Fetch invoice
Fetches the details of an existing invoice
Fetch account
Fetches the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch bank transaction
Fetches the details of a bank transaction
Fetch purchase order
Fetches the details of an existing purchase order
What is Xero?
Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
