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.
Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.Zoho Books Integrations
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It's easy to connect Microsoft Excel + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Adds a new row to the end of a specific table.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
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.