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Microsoft Excel + Xero

Summarize Xero Sales Data in Microsoft Excel

Effortlessly summarize your sales data from Xero into a weekly Microsoft Excel report. This automation helps business owners and sales managers keep a pulse on sales performance, track trends, and make data-driven decisions.

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Weekly Sales Summary

Triggers every week to summarize sales data.

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Create Sales Report

Generates a summary report of Xero sales data in Excel.

See more Microsoft Excel to Xero integrations or use AI to customize your automation.

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or pick a common variation below

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Track Xero Expenses in Microsoft Excel

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Sync Xero Invoices with Microsoft Excel

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Monitor Cash Flow from Xero in Microsoft Excel

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

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Summarize Xero sales data in Microsoft Excel

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Summarize Xero sales data in Microsoft Excel"

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DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

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Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

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New Row Added

Triggers when a new row is added to a specified worksheet

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Row Updated

Triggers when a row is updated in a specified worksheet

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New Worksheet Created

Triggers when a new worksheet is created in a specified workbook

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New Workbook Created

Triggers when a new workbook is created

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Cell Updated

Triggers when a cell is updated in a specified worksheet

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Create Row

Creates a new row in a specified worksheet

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Update Row

Updates an existing row in a specified worksheet

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Delete Row

Deletes a row from a specified worksheet

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Read Row

Reads details of a row in a specified worksheet

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About Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.

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About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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