Microsoft Excel and Bexio Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Sync Bexio financial data to Microsoft Excel for custom reporting and analysis. Latenode’s visual editor simplifies complex data transformations, while affordable pricing lets you scale insights without breaking the bank.

Swap Apps

Microsoft Excel

Bexio

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Microsoft Excel and Bexio

Create a New Scenario to Connect Microsoft Excel and Bexio

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Bexio will be your first step. To do this, click "Choose an app," find Microsoft Excel or Bexio, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node

Select the Microsoft Excel node from the app selection panel on the right.

+
1

Microsoft Excel

Configure the Microsoft Excel

Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Microsoft Excel

Node type

#1 Microsoft Excel

/

Name

Untitled

Connection *

Select

Map

Connect Microsoft Excel

Sign In

Run node once

Add the Bexio Node

Next, click the plus (+) icon on the Microsoft Excel node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.

1

Microsoft Excel

+
2

Bexio

Authenticate Bexio

Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.

1

Microsoft Excel

+
2

Bexio

Node type

#2 Bexio

/

Name

Untitled

Connection *

Select

Map

Connect Bexio

Sign In

Run node once

Configure the Microsoft Excel and Bexio Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Microsoft Excel

+
2

Bexio

Node type

#2 Bexio

/

Name

Untitled

Connection *

Select

Map

Connect Bexio

Bexio Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Microsoft Excel and Bexio Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Bexio

1

Trigger on Webhook

2

Microsoft Excel

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Microsoft Excel, Bexio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and Bexio integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Excel and Bexio

Microsoft Excel + Bexio + Slack: When a new row is added to a specific Excel table indicating low stock, automatically create a purchase order in Bexio and notify the purchasing manager in Slack.

Bexio + Microsoft Excel + Google Sheets: Export Bexio invoices to Excel, then import the data to Google Sheets for collaborative reporting and analysis.

Microsoft Excel and Bexio integration alternatives

About Microsoft Excel

Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.

About Bexio

Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.

Similar apps

Related categories

See how Latenode works

FAQ Microsoft Excel and Bexio

How can I connect my Microsoft Excel account to Bexio using Latenode?

To connect your Microsoft Excel account to Bexio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Excel and click on "Connect".
  • Authenticate your Microsoft Excel and Bexio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice data entry from Excel to Bexio?

Yes, you can! Latenode lets you automate data transfers, reducing manual entry. Use its visual editor, AI, and custom JS blocks for powerful, scalable workflows.

What types of tasks can I perform by integrating Microsoft Excel with Bexio?

Integrating Microsoft Excel with Bexio allows you to perform various tasks, including:

  • Automatically updating contact details in Bexio from Excel spreadsheets.
  • Creating new Bexio invoices based on data in Microsoft Excel reports.
  • Syncing product inventory levels between Excel and Bexio.
  • Generating customer reports in Excel using Bexio financial data.
  • Backing up Bexio data to Microsoft Excel for safekeeping.

How easily can I handle large Excel files within Latenode workflows?

Latenode efficiently processes large Excel files using optimized parsing and streaming. Combine no-code and code blocks for scalable automation.

Are there any limitations to the Microsoft Excel and Bexio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Excel formulas might require custom JavaScript for accurate translation.
  • Rate limits imposed by Bexio can affect the speed of data synchronization.
  • Very large Excel files could impact initial workflow execution time.

Try now