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Microsoft Excel + Zoho Books Integrations

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

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 Books

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
Zoho Books Alternatives

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

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Microsoft Excel and Zoho Books Integrations

  • Microsoft Excel Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Microsoft Excel 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
  • Microsoft Excel Microsoft Excel

    Mautic + Microsoft Excel

    Update an Excel spreadsheet with new Mautic form submissions Read More...
    When this happens...
    Microsoft Excel New Form Entry
     
    Then do this...
    Microsoft Excel Add Row
    Keep all of your Mautic form submissions in one location! Set up this Appy Pie Connect integration to automatically create new rows in an Excel spreadsheet whenever users fill out a form on your Mautic site. This way, you have all of your form submissions recorded in one location which is great for reporting, analytics, and more.
    How This Integration Works
    • A new form is submitted on Mautic
    • Appy Pie Connect creates a new row in your Excel spreadsheet
    Apps Involved
    • Mautic
    • Excel
  • Microsoft Excel Microsoft Excel

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    When this happens...
    Microsoft Excel {{item.triggerTitle}}
     
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Connect Microsoft Excel + Zoho Books in easier way

It's easy to connect Microsoft Excel + Zoho Books 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 Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Add Row to Table

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

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

How Microsoft Excel & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Excel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Books with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Excel and Zoho Books

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.