Shopify and Xero Integration: Create Invoices with Pabbly Connect

Learn how to integrate Shopify with Xero using Pabbly Connect. Create invoices automatically for new paid orders with this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and Xero Integration

To start integrating Shopify with Xero, first, access Pabbly Connect. This platform will enable you to create automated workflows between your applications.

Sign in to your Pabbly Connect account. If you don’t have an account, create one easily. Once logged in, you can begin setting up your integration by selecting Shopify as your trigger application.

2. Setting Up Shopify as the Trigger in Pabbly Connect

In this step, you will configure Shopify to trigger the integration. Choose the event labeled ‘New Paid Order’ as your trigger. This event will activate whenever a new paid order is created in Shopify. using Pabbly Connect

• Select the Shopify application from the list.
• Choose ‘New Paid Order’ as the trigger event.
• Connect your Shopify account by providing the required API credentials.

Once you have completed these steps, proceed to test the trigger to ensure it correctly captures new paid orders from Shopify. This setup is crucial as it establishes the initial point of your integration.

3. Configuring Xero as the Action Application in Pabbly Connect

Next, you will set up Xero to receive data from Shopify through Pabbly Connect. Select Xero as your action application. This integration will allow you to create invoices automatically for each new paid order. using Pabbly Connect

Choose the action event as ‘Create Invoice’. You will need to connect your Xero account by entering the necessary credentials. Ensure that you authorize Pabbly Connect to access your Xero account.

• Select Xero from the application list.
• Choose ‘Create Invoice’ as the action event.
• Input required fields like invoice details and customer information.

After entering the required information, test the action to confirm that an invoice is created in Xero successfully. This ensures your integration works as intended, automating the invoicing process.

4. Testing and Finalizing the Integration with Pabbly Connect

Once you have configured both applications, it’s essential to test the entire workflow. This step ensures that the integration between Shopify and Xero via Pabbly Connect functions smoothly.

Start by placing a new paid order in your Shopify store. After the order is processed, check your Xero account to see if the invoice has been created automatically. This real-time testing confirms that your setup is effective.

If the invoice appears in Xero, your integration is successful. If not, revisit your configurations in Pabbly Connect to troubleshoot any issues. Make sure all necessary fields are correctly mapped between Shopify and Xero.

5. Benefits of Using Pabbly Connect for Integration

Using Pabbly Connect to integrate Shopify with Xero offers numerous advantages. First, it automates the invoicing process, saving you time and reducing manual errors.

Additionally, this integration provides real-time updates between your e-commerce and accounting software, ensuring that your financial records are always accurate. By automating these workflows, businesses can focus more on growth rather than repetitive tasks.

Conclusion

Integrating Shopify with Xero using Pabbly Connect streamlines the invoicing process for new paid orders. This automation saves time and enhances accuracy, allowing businesses to operate more efficiently.