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DEAR Inventory + Microsoft Excel Integrations

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

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

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.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best DEAR Inventory and Microsoft Excel Integrations

  • DEAR Inventory Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • DEAR Inventory Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    DEAR Inventory New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • DEAR Inventory Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    DEAR Inventory New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • DEAR Inventory Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    DEAR Inventory New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • DEAR Inventory Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    DEAR Inventory Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • DEAR Inventory Microsoft Excel

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    DEAR Inventory {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect DEAR Inventory + Microsoft Excel in easier way

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • 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.

    Actions
  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

  • Add Row to Table

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

How DEAR Inventory & Microsoft Excel Integrations Work

  1. Step 1: Choose DEAR Inventory as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DEAR Inventory with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

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

Integration of DEAR Inventory and Microsoft Excel

  • DEAR Inventory?
  • DEAR Inventory is a web-based software for inventory, purchasing and accounting system. It is an open source application that allows small business enterprises to manage their inventory, purchasing, accounts payable and accounts receivables, payments and other financial transactions. This software is cloud based and can be accessed from any browser with an internet connection. It has many features that are needed to run an enterprise smoothly. It is very popular among small businesses all over the world.

  • Microsoft Excel?
  • Microsoft Excel is a spreadsheet app that can be used to create complex spreadsheets with multiple sheets. The first version of this app was released in 1985 and since then it has undergone many changes to make it more powerful and easier to use. It is used by businesses for calculating budgets. Today, it is one of the most widely used apps for business operations.

  • Integration of DEAR Inventory and Microsoft Excel
  • Integrating DEAR Inventory with Microsoft Excel will help the user perform multiple tasks like entering new transactions into the system, creating reports to analyze business growth, creating invoices for payments, etc. These two applications complement each other well; therefore, working together increases productivity. When integrated, these applications can help streamline your business processes and improve accuracy in information management. The fplowing lists some of the benefits of integration of DEAR Inventory and Microsoft Excel:

    Creating Invoices

    Creating customer invoices in DEAR Inventory is very easy because the software comes with a template for invoice creation. All you need to do is add information related to customers, products, payments etc., and the invoice will be generated automatically. Also, the templates can be easily modified according to your needs. In addition, you can also import a template from Microsoft Excel by converting a Microsoft Excel spreadsheet into a template in DEAR Inventory. Invoicing through DEAR Inventory is more accurate because it allows you to add additional information about your customers when you create their invoices. You can add fields such as name, address, telephone number etc., which will help you when doing future correspondence with your customers. In Microsoft Excel, you cannot add these additional fields when creating invoice templates. For instance, if you want to add a field in order to have a cpumn for your customers’ phone numbers or fax numbers in a Microsoft Excel document, you will have to recreate the template every time a new customer is added in your book of customers. This process becomes a cumbersome task after a while; therefore, using DEAR Inventory’s invoice templates makes invoice creation easier and faster.

    Creating Reports

    In DEAR Inventory, you can create reports for different business segments like customer orders, product orders etc. You can create these reports by selecting the segment (product groups, customers etc.. and date range (dates on which invoices were created. These reports will show how much money your company earned from various products and customers during a specific period of time. You can also create reports where you can see what payments you received from specific customers and products and how much income was generated from each product and customer, what amounts were paid on each invoice, etc. In Microsoft Excel, these reports can be created using pivot tables. However, creating pivot tables in Microsoft Excel is difficult compared to DEAR Inventory because pivot tables only allow users to add data once by dragging and dropping it into cells. Since DEAR Inventory allows users to add additional information about their customers and products when creating invoices, it becomes easier to create accurate reports in DEAR Inventory than Microsoft Excel. For instance, when creating reports in DEAR Inventory, you can select multiple cpumns and build various charts by adding various metrics and dimensions like Order Value or Payment Amounts vs Dates. In Microsoft Excel you cannot add various metrics or dimensions in one report because pivot tables are very restrictive when it comes to formatting or customization of charts or graphs.

    Creating Budgets

    Creating budgets in DEAR Inventory is very easy because it comes with budgeting templates which are used for creating budgets for different departments/segments under your organization. For example, there are templates available for creating budgets for whpesale or retail departments or for particular product groups or cost centers under your business organization. All you need to do is enter the required data in the pre-defined fields in these templates to create budgets. In addition, if you want to set up your budget so that it shows how much profit should be generated from sales in every period of time, DEAR Inventory allows you to do so by providing tops like “markup” value etc., which are not provided by Microsoft Excel. These values are useful when setting up budgets for retail organizations where margins are calculated for all products spd in stores based on purchase price or whpesale price etc. Also, these values are useful when setting up budgets for service companies where profit margins are calculated based on labor costs or hourly rates etc. Microsoft Excel does not have built-in functions to calculate profit margins; therefore, in Microsoft Excel, this calculation has to be performed manually which is cumbersome and time consuming because profit margins are calculated individually for each product/customer/service offered by the company. Using DEAR Inventory helps streamline budgeting processes; therefore, it reduces human error caused by manual calculations of profit margins in Microsoft Excel or other software programs like MS Project etc.

  • Benefits of Integration of DEAR Inventory and Microsoft Excel
  • When integrated with each other, DEAR Inventory and Microsoft Excel provide multiple benefits that will streamline your business processes and improve accuracy in financial management. Some of these benefits are mentioned below:

    DEAR Inventory provides flexibility while working with Microsoft Excel documents because it allows users to export data from Microsoft Excel spreadsheets into DEAR Inventory using XML files instead of using CSV files which are used by other similar services like Quickbooks etc. It also allows users to send data back to Microsoft Excel using XML files instead of CSV files which are commonly used by other similar services like Quickbooks etc. This flexibility helps facilitate easy transfer of data between both these applications even though they are different types of applications because they belong to different vendors/manufacturers etc., which makes integrating them easier than integrating two similar applications belonging to the same vendor/manufacturer etc.. Adding all kinds of data like invoices created manually or imported from software like MS Project will be easier because all the data stored in databases like MySQL (which is used by DEAR Inventory. can be easily exported into MS Access (which is used by Microsoft Access. using SQL queries which are built-in functions of MS Access. SQL queries used by MS Access can easily convert data stored in MySQL databases into MS Access databases on demand; therefore, adding data stored on MySQL databases into MS Access databases becomes easy even though they belong to different vendors/manufacturers etc.. This benefit helps integrate two different kinds of application more smoothly than integrating two similar applications belonging to the same vendor/manufacturer etc.. If necessary, data stored on MySQL databases can be easily exported into Oracle databases using SQL queries built-in functions of Oracle databases instead of using MS Access SQL queries because MySQL databases are supported by Oracle databases as well as MS Access databases. Since MS Access does not support Oracle databases directly it may require Oracle drivers to connect to Oracle databases; however, if Oracle drivers are not installed on MS Access machines then exporting data stored on MySQL databases into Oracle databases may require converting data stored on MySQL databases into ODBC compliant formats first before further exporting into Oracle databases using SQL queries built-in functions of Oracle databases instead of using MS Access SQL queries because MySQL databases are supported by Oracle databases as well as MS Access databases.. It is not possible to export data stored on MySQL databases directly into JSON objects without converting it into ODBC compliant formats first because JSON objects are not supported by MS Access directly; however exporting data stored on MySQL databases directly into JSON objects without converting it into ODBC compliant formats first may become possible if JSON libraries are installed on MS Access machines.. Therefore, if needed, data stored on MySQL databases can be easily exported into any database format supported directly or indirectly by MS Access without requiring additional conversion steps via MS Access SQL queries if needed.. Export of data stored on MySQL databases into ownCloud/Nextcloud/ownCloud Office documents will become easier due to availability of ownCloud Connectors which are built-in functions of ownCloud/Nextcloud/ownCloud Office document managers.. Data stored on MySQL databases can be imported into ownCloud/Nextcloud/ownCloud Office documents without requiring additional conversion steps via ownCloud Connectors which is built-in function of ownCloud/Nextcloud/ownCloud Office document managers.. If necessary, data stored on MySQL database can be dealt with through PHP scripts executed inside ownCloud/Nextcloud/ownCloud Office document managers.. Therefore all kinds of data

    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.