Excel Add-In for Xero WorkflowMax

Read, Write, and Update Xero WorkflowMax from Excel

The Xero WorkflowMax Excel Add-In is a powerful tool that allows you to connect with live Xero WorkflowMax data, directly from Microsoft Excel. Use Excel to read, write, and update Xero WorkflowMax Clients, Jobs, Leads, Quotes, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Your Xero WorkflowMax Data, Your Way!

The Excel Add-In for Xero WorkflowMax provides the easiest way to connect with Xero WorkflowMax data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Xero WorkflowMax tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Xero WorkflowMax Data From Excel

The Excel Add-In for Xero WorkflowMax is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

Install the Add-In

Login with User & Password

Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Xero WorkflowMax Data.

Xero WorkflowMax Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Modify and delete Records.
Quickly export and backup data.
Operate on data with Charts and Pivot Tables.

Xero WorkflowMax Excel Resources:

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Download the Xero WorkflowMax Excel Add-In

Building custom dashboards & reports that connect with live Xero WorkflowMax data has never been easier. Download the CData Excel Add-In for Xero WorkflowMax now, and get connected.