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Integrating Shopify and Xero with Pabbly Connect: A Step-by-Step Guide

Watch Step By Step Video Tutorial Below

1. Setting Up the Integration

To integrate Shopify and Xero, start by visiting the Pabbly Connect website. Sign in to your account to access the dashboard.

Once signed in, click on the “Connect” option. Here, you can create a new workflow by clicking on “Create New Workflow”.

Give your workflow a name, such as “Shopify to Xero” and save it. This prepares you for the next steps in the integration process.

2. Configuring Shopify as the Trigger

In the workflow, choose Shopify as the app for the trigger event. Select “New Order” as the action you want to trigger the workflow.

Next, navigate to your Shopify store settings. Locate the notifications section and click on “Create Webhook” to set up the integration.

In the event dropdown, change it to “Order Creation” and paste the webhook URL from Pabbly Connect. This connects Shopify to your Pabbly Connect workflow.

3. Syncing Data to Xero

After setting up Shopify, return to Pabbly Connect to capture the webhook response. Create a dummy order in Shopify to test the integration.

Once the order is created, go back to Pabbly Connect and click on the plus button to add an action step. Choose Xero as the app and select “Create Contact” as the action.

Fill in the required fields with the customer details from Shopify. Click on “Save and Send Test Request” to complete the integration. Check your Xero account to confirm the contact has been created.

Conclusion

This guide outlines how to integrate Shopify and Xero using Pabbly Connect, enabling seamless data flow for new orders and customer details.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.