Lexware + Microsoft Excel Integration

Integrate Lexware to Microsoft Excel in one click, or tell Integrately AI how you want each invoice handled. Track revenue, update your spreadsheets, log financial data, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware 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.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Lexware + Microsoft Excel Integration

Log new invoices, update spreadsheet records, track customer contacts, and manage your financial data, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Microsoft Excel Integration

Create Microsoft Excel row for new Lexware contact

When a new contact is created in your Lexware software, automatically create a row for them in your Microsoft Excel. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
See more
Microsoft Excel + Lexware Integration

Create Lexware contact for new Microsoft Excel row

Are you tired of manually creating Lexware contact for every new Microsoft Excel row? Well, there's a better way! With our new automation, you can automatically create Lexware contact for new Microsoft Excel rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Lexware {{action.Contact} creation!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lexware + Microsoft Excel flow

Send financial summaries to your team, notify stakeholders when invoices drop, and keep client tracking systems aligned. Pick a combination and activate it in one click.

Lexware
Microsoft Excel
+
SalesforceSalesforce (3)
+
ShopifyShopify (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
L
M
S
Add every new Lexware invoice to your Microsoft Excel sheet, and create a contact in Salesforce
New Lexware invoices appear in Microsoft Excel immediately while Salesforce logs the contact, keeping your entire revenue stack aligned without manual copying.
L
M
S
When a Lexware quotation is created, update your Microsoft Excel tracker and log a deal in Salesforce
Quotation details flow directly into Microsoft Excel and Salesforce as soon as they are generated in Lexware, eliminating manual pipeline tracking.
L
M
S
When a Lexware contact is updated, sync the change to Microsoft Excel and update Salesforce
Client profile updates in Lexware instantly refresh your Microsoft Excel log and Salesforce records, preventing outdated contact information.

Supported triggers and actions for Lexware and Microsoft Excel

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
Try it โ†’
Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
Try it โ†’
Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it โ†’
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it โ†’
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
Try it โ†’
Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
Try it โ†’
Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
Try it โ†’
Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
Try it โ†’
Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it โ†’
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it โ†’
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it โ†’
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it โ†’
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Update contact in Lexware
Updates contact information with new details
Try it โ†’
Search contact in Lexware
Finds and retrieves contact information
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
Try it โ†’
Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’
Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
Try it โ†’
Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
Try it โ†’
Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
Try it โ†’
Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
Try it โ†’
Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
Try it โ†’
Create row in Microsoft Excel
Adds a new row to a designated dataset
Try it โ†’
Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
Try it โ†’
Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
Try it โ†’
Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it โ†’
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it โ†’

What can you automate with Lexware + Microsoft Excel?

Streamline your accounting and spreadsheet management with automated workflows designed to eliminate manual data entry.

What you can automate?
๐Ÿงพ
Log every new invoice automatically
Capture invoice creation events from Lexware and write them straight into your Microsoft Excel spreadsheet. Your financial records update in the background while you focus on core business tasks.
๐Ÿ“‹
Capture every submitted field in one row
Map customer names, invoice numbers, tax amounts, and line items into separate Microsoft Excel columns. Your spreadsheet becomes a clean, structured database for analysis.
๐Ÿ””
Notify your team as soon as invoices drop
Alert your finance department immediately when new billing events occur. Keep your team informed without needing manual status checks or constant app switching.
๐Ÿ”€
Route records based on invoice values
Apply conditional logic to handle high-value invoices differently from standard transactions. Direct records to specialized tracking sheets based on submitted fields.
๐Ÿ”„
Keep spreadsheet rows updated in real time
Modify existing spreadsheet records whenever invoice statuses or quotation details change in Lexware. Prevent outdated numbers from skewing your financial reports.
๐Ÿ”
Search and update instead of creating duplicates
Look up existing contact or invoice numbers in Microsoft Excel before adding new rows. Ensure your spreadsheet remains organized and free of redundant entries.
๐Ÿ’ณ
Handle credit notes and status changes
Track refunds, credit note creations, and status updates seamlessly within your spreadsheet logs. Maintain precise audit trails for all financial adjustments.
๐Ÿ’ฌ
Extend your workflow to Slack
Connect Lexware and Microsoft Excel to Slack so your team receives automated channel alerts whenever important financial milestones occur.
And much more...

Who is Lexware + Microsoft Excel integration for?

Connecting Lexware and Microsoft Excel helps finance teams, business owners, and accountants eliminate manual spreadsheet entry and keep financial records perfectly synchronized in real time.

Finance analysts
Finance analysts
Account managers
Account managers
External accountants
External accountants
Operations managers
Operations managers
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Finance analysts
You're reviewing monthly revenue figures in Lexware but your tracking sheet only updates when someone manually exports invoices, so the row counts you're analyzing against are always a few hours behind โ€” with this integration, every new invoice lands in the sheet instantly and your data stays current.
โšก
Account managers
You need to act fast when billing events occur, but you find out about new client orders too late because accounting notifications sit unread in your inbox โ€” automating both apps means every transaction populates your spreadsheet immediately so you can follow up without delay.
๐Ÿค
External accountants
You answer to external clients who want to see daily progress and updated financial logs, but manual data transcription causes constant delays in reporting โ€” this integration means every transaction is recorded accurately in your spreadsheet the moment it occurs.
โš™๏ธ
Operations managers
The transaction volume is too high for anyone to keep up by hand, leading to missing rows and mismatched financial records across your workflow โ€” connecting these apps means every order and invoice populates your spreadsheet without manual intervention.
๐Ÿ“‹
Billing specialists
You own the invoicing step and depend on upstream sales data to generate bills, but manual handoffs create frustrating bottlenecks in your daily schedule โ€” automating both apps means every quotation and order flows straight into your accounting workflow.
๐Ÿ“Š
Business owners
You need a reliable history of your company's financial standing and keep finding frustrating gaps in your spreadsheet logs due to human error โ€” this integration means every business transaction is captured cleanly and your financial history remains pristine.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Lexware + Microsoft Excel

Build and manage your Lexware + 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 Lexware + 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Lexware to Microsoft Excel?
Frequently Asked Questions
You can connect Lexware to Microsoft Excel in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build the automation. It takes minutes to link your accounts and sync data across Slack, Google Drive, and 1,500+ other apps.
Can I automatically log new Lexware invoices in Microsoft Excel?
Frequently Asked Questions
Can I connect Lexware, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Microsoft Excel?
Frequently Asked Questions
How does Lexware handle contact and invoice data in automations?
Frequently Asked Questions
Can Microsoft Excel update spreadsheet rows from Lexware triggers?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Microsoft Excel?
Frequently Asked Questions
Is the Lexware and Microsoft Excel integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Lexware
Popular Lexware Integrations
Connect Lexware to accounting, billing, and CRM platforms to manage invoices and customer records efficiently.
See All
Lexware Integrations arrow right
No popular apps found
Microsoft Excel
Popular Microsoft Excel Integrations
Sync Microsoft Excel with project management, reporting, and database tools to keep data working across your stack.