Connect Excel

Cord writes your quotes and invoices into an Excel workbook of yours, in your OneDrive: one row per document, updated on its own when the document changes state. It is there for the usual work — totaling the month, filtering by client, building a chart — without exporting anything by hand.

Cord creates the workbook and works only with that one. The data goes into a real Excel table, not a loose range: that gives you filters, banded rows, a header that stays put as you scroll, and formulas by column name, such as =SUM(CordCotizaciones[total]).

Connect it

1. Go to Settings › Integrations › Microsoft Excel. You need the Settings permission.
2. Click Connect Excel and authorize with your Microsoft work account.
3. When you return, Cord creates the workbook in your OneDrive and starts filling it with what you already had.
4. Click Open the spreadsheet to see it. The first fill takes a moment if you have a lot of history.

What the spreadsheet holds

Two sheets, Quotes and Invoices, each with its own table (CordCotizaciones and CordFacturas) and one row per document:

• Quotes: number, client, status, date, valid until, currency, subtotal, discount, taxes, total, collected, and the public link.
• Invoices: number, client, status, fiscal status, date, due date, currency, total, paid, balance, and the public link.

Three details that make the sheet actually useful:

• Amounts are numbers, not text. You can sum, average and chart them without cleaning anything first.
• Currency has its own column. If you quote in two currencies, the sheet says so instead of hiding it inside the number, so you never add pesos to dollars by accident.
• Dates use your account’s time zone, in YYYY-MM-DD format, which sorts correctly and both spreadsheets recognize as a date.

How it stays current

When a quote is sent, approved, rejected, expires or is paid — and when an invoice is issued, sent, paid, falls overdue or is voided — Cord looks up its number in column A and replaces that row. If it cannot find it, it adds it at the end.

That is why you can sort, filter and even add your own columns to the right: Cord goes by the document number, not by the row position. The one thing to leave alone is column A, where that number lives.

The Update now button rewrites your latest 500 documents in each tab. Use it right after connecting, or whenever something looks off.

If something goes wrong

• “The connection to your spreadsheet stopped working”: access was revoked or the account password changed. Connect it again from the same card.
• You deleted the file: disconnect and connect again; Cord creates a new one.
• You deleted the header row: nothing breaks, Cord writes it again on the next update.