inFlow Inventory + Microsoft Excel Integration

Integrate inFlow Inventory to Microsoft Excel in one click, or tell Integrately AI how you want each order handled. Track inventory data, update your spreadsheets, calculate totals, and analyse performance automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • inFlow Inventory
    Purchase order is created in inFlow Inventory Instant
  • inFlow Inventory
    Purchase order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales quote is created or updated in inFlow Inventory
  • inFlow Inventory
    Vendor is created in inFlow Inventory Instant
  • inFlow Inventory
    Vendor is updated in inFlow Inventory Instant
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
Arrow Right
2.
  • inFlow Inventory
    Create sales order in inFlow Inventory
  • inFlow Inventory
    Get sales order by id in inFlow Inventory
  • inFlow Inventory
    Search sales order by order number in inFlow Inventory
  • inFlow Inventory
    Get customer by id in inFlow Inventory
  • inFlow Inventory
    Search customer in inFlow Inventory
  • inFlow Inventory
    Get purchase order by id in inFlow Inventory
  • inFlow Inventory
    Search purchase order by name/number in inFlow Inventory
  • inFlow Inventory
    Get vendor by id in inFlow Inventory
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel

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Ready Workflows Ready Workflows for inFlow Inventory + Microsoft Excel Integration

Log orders, track inventory changes, update your spreadsheets, analyse metrics, and manage calculations, all in just one click.

Most popular automationsmost-popular-automations
inFlow Inventory + Microsoft Excel Integration

Create Microsoft Excel row for new inFlow Inventory order

With this inFlow Inventory - Microsoft Excel integration, whenever a new inFlow Inventory order is placed, a new Microsoft Excel row will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Microsoft Excel spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Connect more apps to your inFlow Inventory + Microsoft Excel flow

Send order data to your CRM, notify your team, log customer records, and trigger follow-up actions instantly. Pick a combination and activate it in one click.

inFlow Inventory
Microsoft Excel
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
TrelloTrello (4)
S
I
M
When an order is created in Shopify, create the sales order in inFlow Inventory and add a row in Microsoft Excel
Shopify orders instantly populate your inFlow Inventory records and log themselves in Microsoft Excel without manual data entry.
S
I
M
When a Shopify product is updated, update the inventory item in inFlow Inventory and log the change in Microsoft Excel
Keep your inventory records in inFlow Inventory and tracking sheets in Microsoft Excel synchronized whenever Shopify updates occur.
S
I
M
When a customer is created in Shopify, create the customer profile in inFlow Inventory and add a row in Microsoft Excel
New Shopify buyers are registered in inFlow Inventory and logged into Microsoft Excel automatically for analysis.
S
I
M
When a Shopify refund is issued, update the sales order in inFlow Inventory and update the matching Microsoft Excel row
Refunds processed in Shopify update your inFlow Inventory records and adjust the corresponding Microsoft Excel row instantly.

Supported triggers and actions for inFlow Inventory and Microsoft Excel

Mix and match to build the exact automation you need

inFlow Inventory
inFlow Inventory Triggers & Actions
Instant
Purchase order is created in inFlow Inventory
Triggers the automation when a new purchase order is created
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Instant
Purchase order is updated in inFlow Inventory
Triggers the automation when a purchase order is updated
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Instant
Sales order is created in inFlow Inventory
Triggers the automation when a sales order is created
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Instant
Sales order is updated in inFlow Inventory
Triggers the automation when a sales order is updated
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Instant
Customer is updated in inFlow Inventory
Triggers the automation when customer details are updated
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Instant
Customer is created in inFlow Inventory
Triggers the automation when a new customer is created
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Sales quote is created or updated in inFlow Inventory
Triggers the automation when a sales quote is created or updated
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Instant
Vendor is created in inFlow Inventory
Triggers the automation when a new vendor is created
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Instant
Vendor is updated in inFlow Inventory
Triggers the automation when a vendor record is updated
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Create sales order in inFlow Inventory
Generates a new sales order with pre-filled details
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Get sales order by id in inFlow Inventory
Retrieves a sales order by its id
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Search sales order by order number in inFlow Inventory
Searches for sales orders using the order number
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Get customer by id in inFlow Inventory
Retrieves customer information based on their id
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Search customer in inFlow Inventory
Locates and retrieves customer information
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Get purchase order by id in inFlow Inventory
Retrieves a purchase order using its id
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Search purchase order by name/number in inFlow Inventory
Searches for a purchase order by name or number
Try it →
Get vendor by id in inFlow Inventory
Retrieves vendor information based on a id
Try it →
Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
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Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
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Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
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Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
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Create row in Microsoft Excel
Adds a new row to a designated dataset
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Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
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Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
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Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it →
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it →

What can you automate with inFlow Inventory + Microsoft Excel?

Streamline your inventory management by syncing orders, updating rows, and automating data analysis workflows effortlessly.

What you can automate?
📋
Sync sales orders to spreadsheet rows automatically
Every time a sales order is created in inFlow Inventory, generate a corresponding row in Microsoft Excel. Eliminate manual data entry and keep your analysis sheets continuously updated.
🔍
Capture every submitted order and customer field
Map complete inFlow Inventory order details, customer names, and line items into separate Microsoft Excel columns. Your spreadsheet becomes a comprehensive source for reporting and review.
🔔
Notify your team as soon as orders arrive
Trigger instant team alerts or email notifications whenever new purchase orders or sales records are added to inFlow Inventory and logged in your spreadsheet.
🔀
Route data based on submitted order values
Set conditional logic to handle high-value sales orders differently in your Microsoft Excel tracking sheets, ensuring VIP orders receive immediate attention.
🔄
Keep spreadsheet rows updated as orders change
Whenever a sales order or customer profile is updated in inFlow Inventory, automatically update the matching Microsoft Excel row to reflect the latest status.
🛡️
Search and update instead of creating duplicates
Check existing spreadsheet entries before adding new rows. Match records by order number or customer ID to maintain clean and organized data tables.
💳
Handle later status changes and refunds
When order fulfillment milestones or payment statuses change in inFlow Inventory, update your Microsoft Excel rows to reflect cancellations, completions, or refunds.
🔌
Extend your workflow to messaging and tasks
Connect your core inFlow Inventory and Microsoft Excel automation to Slack, Gmail, or Trello to alert team members and open follow-up task cards instantly.
And much more...

Who is inFlow Inventory + Microsoft Excel integration for?

Teams managing stock levels, sales orders, and customer data across inventory software and spreadsheets save hours of manual entry and keep reporting accurate.

Inventory Managers
Inventory Managers
Sales Operations Teams
Sales Operations Teams
Client Success Directors
Client Success Directors
Warehouse Coordinators
Warehouse Coordinators
Fulfillment Specialists
Fulfillment Specialists
Data Analysts
Data Analysts
📈
Inventory Managers
You're reviewing stock counts in inFlow Inventory but your analysis sheet only updates when someone manually exports orders, so the row counts you're calculating against are always a few hours behind — this integration means every new order lands in the spreadsheet instantly and your data stays current.
Sales Operations Teams
You manage incoming client orders in inFlow Inventory but need immediate row logs for commission tracking, yet manual entry leaves your sheets outdated — automating both apps means every sales order populates your spreadsheet right away and commission reports reflect actual volume.
🤝
Client Success Directors
You track client profiles in inFlow Inventory while presenting fulfillment progress in spreadsheets, but delays in data transfer frustrate stakeholders — connecting these apps means customer updates sync automatically and your reports always display accurate metrics.
📦
Warehouse Coordinators
You process high volumes of purchase and sales orders daily in inFlow Inventory without enough time to log every entry into Microsoft Excel by hand, leading to missing historical records — integrating these apps means every transaction logs itself in your spreadsheet without manual effort.
🔄
Fulfillment Specialists
You depend on upstream order creation in inFlow Inventory before you can update tracking rows and schedule shipments, causing frustrating bottlenecks — this integration means order data flows directly into your spreadsheet the moment it is recorded.
📊
Data Analysts
You rely on clean historical data in Microsoft Excel to forecast inventory needs, but manual export gaps leave missing entries in your analysis models — automating both apps means every customer and order record populates your tables reliably.
Our team

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Why choose Integrately to automate inFlow Inventory + Microsoft Excel

Build and manage your inFlow Inventory + Microsoft Excel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect inFlow Inventory + Microsoft Excel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect inFlow Inventory to Microsoft Excel?
Frequently Asked Questions
You can connect inFlow Inventory to Microsoft Excel in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Shopify, QuickBooks Online, Slack, and other tools effortlessly.
Can I automatically log sales orders from inFlow Inventory into Microsoft Excel?
Frequently Asked Questions
Can I connect inFlow Inventory, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for inFlow Inventory and Microsoft Excel?
Frequently Asked Questions
How does inFlow Inventory handle customer and order data during synchronization?
Frequently Asked Questions
Can I update existing Microsoft Excel rows when an inFlow Inventory order changes?
Frequently Asked Questions
Do I need coding skills to automate inFlow Inventory and Microsoft Excel?
Frequently Asked Questions
Is the inFlow Inventory and Microsoft Excel integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect inFlow Inventory or Microsoft Excel With 1500+ Other Apps

inFlow Inventory
Popular inFlow Inventory Integrations
Connect inFlow Inventory with CRMs, e-commerce platforms, and billing tools to manage customer records and stock levels efficiently.
Microsoft Excel
Popular Microsoft Excel Integrations
Sync Microsoft Excel with accounting, project management, and analytics tools to keep data working across your stack.