Automate Xero Invoices with Stripe Payments Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and Xero Integration

To automate the creation of Xero invoices for every new Stripe payment, start with Pabbly Connect. First, log in to your Pabbly Connect account. If you don’t have an account, create one easily.

Next, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Stripe to Xero Invoice Creation’. This will help you identify the workflow later on. After naming, click on the ‘Create’ button to proceed.

2. Connecting Stripe to Pabbly Connect

In the workflow setup, the first step is to set up the trigger. Select ‘Stripe’ as the trigger application. Then, choose the event ‘New Payment’. This means that every time a new payment is received, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect your Stripe account. Click on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect to access your Stripe account. After connecting, you will see a success message indicating that the connection is established.

3. Configuring Stripe Payment Data

Once connected, you will be prompted to test the trigger. This step is crucial as it allows Pabbly Connect to fetch the latest payment data from Stripe. Click on the ‘Test Trigger’ button to retrieve sample data.

Review the payment details that appear. Ensure that the customer information, payment amount, and other relevant data are displayed correctly. This data will be used to create the invoice in Xero.

4. Setting Up Xero Invoices in Pabbly Connect

Now, add an action step by selecting ‘Xero’ as the application. Choose the action event ‘Create Invoice’. This tells Pabbly Connect to create a new invoice in Xero whenever a new payment is recorded in Stripe.

Next, connect your Xero account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Xero account. Follow the prompts to complete the authorization process.

5. Mapping Data from Stripe to Xero

After successfully connecting to Xero, you will need to map the data from Stripe to the appropriate fields in Xero. For example, map the customer email from Stripe to the ‘Email’ field in Xero.

Ensure you fill in all required fields such as ‘Amount’, ‘Currency’, and ‘Description’. Once you have completed mapping, click on the ‘Save & Send Test Request’ button. This will create a test invoice in Xero based on the Stripe payment data.

Check your Xero account to confirm that the invoice was created successfully. If everything is set up correctly, you should see the new invoice reflecting the latest payment details.

Conclusion

By using Pabbly Connect, you can automate the process of creating Xero invoices for every new Stripe payment effortlessly. This integration streamlines your accounting and saves valuable time.