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Microsoft Excel

Every quote and every invoice as a row in your Excel workbook, in real tables.

How it works

Cord creates an Excel workbook in your OneDrive and writes your quotes and invoices into it: one row per document, updated on its own when the document changes status.

Data goes into a real Excel table, not a loose range: you get filters, banding, a header that stays visible while scrolling and formulas by column name, such as =SUM(CordCotizaciones[total]). The tables are named CordCotizaciones and CordFacturas.

Cord works only with the workbook it creates. When you authorize, Microsoft asks for permission to read and write your OneDrive files; Cord only opens and writes the workbook it created. Connecting Excel does not give Cord access to your Teams channels.

Requirements

Where What you need
Cord The Settings permission. Any plan.
Microsoft Excel A Microsoft 365 work or school account with OneDrive. Cord creates the file in that account.
Another spreadsheet You can have Google Sheets connected at the same time; each one keeps its own file.

Connect

  1. Go to Settings › Integrations › Microsoft Excel. You need the Settings permission.
  2. Click Connect Excel and authorize with your Microsoft work or school account.
  3. When you come back, Cord creates the workbook in your OneDrive and starts filling it with what you already had.
  4. Click Open the sheet to see it.

What the sheet contains

Two tabs, Quotes and Invoices, with one row per document:

Tab Columns
Quotes Number, client, status, date, valid until, currency, subtotal, discount, taxes, total, collected and public link.
Invoices Number, client, status, tax status, date, due date, currency, total, paid, balance and public link.
  • Amounts are numbers, not text. You can sum, average and chart them without cleaning anything.
  • Currency has its own column. If you sell in two currencies, the sheet says so instead of hiding it inside the number, so you never add pesos to dollars.
  • Dates use your account’s time zone, in YYYY-MM-DD format, which sorts correctly and both apps recognize as a date.
  • The header row arrives frozen and filtered, with columns sized to their content.

How it stays current

When a quote is sent, resent, approved, rejected, expires, receives a partial payment or is paid —and when an invoice is issued, sent, paid, becomes overdue, is voided or is marked uncollectible— Cord looks for its number in column A and replaces that row. If it is not there, it adds it at the end. Drafts are not written.

That is why you can sort, filter and add your own columns to the right: Cord matches by number, not by row position. The only thing you should not touch is column A.

Update now rewrites your latest 500 documents in each tab. Use it right after connecting or whenever you are unsure.

What flows and in which direction

Microsoft Excel is an outbound-only integration: Cord writes to the workbook in your OneDrive and reads nothing back.

Direction What flows When
From Cord to the spreadsheet One row per quote and one per invoice, with the columns above. When you connect (initial fill), when the document changes status and when you click Update now.
From the spreadsheet to Cord Nothing. Editing a cell, deleting a row or adding columns changes nothing in Cord. —

If you fix a row by hand, Cord writes it again the next time that document changes. Your columns to the right of Cord’s are not touched.

Limits

Limit Value
Files per connection One, which Cord creates when you connect
Initial fill and Update now The latest 500 documents in each tab
Update now Up to 3 times every 5 minutes
Connections per organization One per provider
Documents included Quotes from sent onward and issued invoices; drafts are not

Disconnect

With Disconnect on the card. The file stays in your account with what it had; it simply stops updating. If you connect again, Cord creates a new file.

Common issues

Message or symptom What to do
“The connection to your sheet stopped working” Access was revoked or the account password changed. Reconnect from the card.
You deleted the file Disconnect and connect again; Cord creates and fills a new one.
You deleted the first row No problem: Cord writes it again on the next update.
“The workbook could not be opened” right after connecting OneDrive sometimes takes a few seconds to have a new file ready. Click Update now in a minute.
A row got duplicated Check that nobody edited column A; Cord matches by number.
  • Google Sheets
  • QuickBooks Online and Xero, if what you want is to take invoices to your accounting.
  • Reports and sales performance: your business numbers without leaving Cord.
  • Custom reports and email delivery: if what you want is a periodic summary, every table report exports to CSV and a saved report reaches you every Monday or every 1st with the CSV attached, ready to open in Excel or Google Sheets. Unlike this integration, it’s a snapshot of the period, not a sheet that updates itself.