Automate Xero Contact Creation from Razorpay Payments Using Pabbly Connect

Learn how to automate the creation of Xero contacts from Razorpay payments using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Xero Contacts with Pabbly Connect

In this tutorial, we will learn how to automate the creation of Xero contacts whenever a payment is received through Razorpay using Pabbly Connect. This integration eliminates the need for manual data entry, ensuring that customer details are recorded accurately and instantly.

Using Pabbly Connect, we can seamlessly connect Razorpay, a popular payment gateway, with Xero, a cloud-based accounting software. This automation will help maintain accurate financial records without the hassle of manual updates.

2. Setting Up Pabbly Connect for Razorpay and Xero Integration

To start, access Pabbly Connect by visiting its homepage. If you’re a new user, sign up for a free account. Existing users can log in directly. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create Xero Contact on Razorpay Payment’. Select the appropriate folder to organize your workflows. Here are the steps to set up:

• Log into Pabbly Connect.
• Click on ‘Create Workflow’.
• Name your workflow.
• Select a folder for organization.

After creating the workflow, you will see the trigger and action setup. This is where you define what will initiate the automation and what actions will follow.

3. Configuring Razorpay Trigger Event in Pabbly Connect

Now that we have set up the workflow, the next step is to configure the trigger event. In this case, select Razorpay as the trigger application and choose the event as ‘Payment Captured’. This means every time a payment is received, the workflow will activate.

After selecting the trigger event, a Webhook URL will be generated. This URL is crucial for connecting Razorpay with Pabbly Connect. Follow these steps to set it up:

• Copy the generated Webhook URL from Pabbly Connect.
• Log into your Razorpay account and navigate to Account Settings.
• Under Webhooks, add a new Webhook using the copied URL.

By configuring the Webhook, Razorpay will send payment details to Pabbly Connect whenever a payment is captured, allowing further processing.

4. Mapping Data to Create Contacts in Xero

With the Razorpay trigger set up, the next step is to connect to Xero. In the action step, select Xero as the application and choose the action event ‘Create Contact’. This will allow Pabbly Connect to create a new contact in Xero whenever a payment is received.

Next, you need to establish a connection between Pabbly Connect and your Xero account. Click on ‘Connect with Xero’ and follow the prompts to authorize the connection. Once connected, you can map the data from the Razorpay payment details to the Xero contact fields:

Map the customer’s first name and last name. Enter the email address and phone number. Map the address, city, state, and postal code.

After mapping the necessary fields, save the configuration to finalize the setup. Now, every time a payment is received, a new contact will automatically be created in Xero.

5. Testing the Integration to Ensure Functionality

To ensure everything is working correctly, perform a test payment through Razorpay. Fill in the payment details and complete the transaction. This action will trigger the workflow in Pabbly Connect.

Once the payment is processed, check your Xero account. Refresh the contacts list to see if the new contact has been created successfully. The contact should include all the mapped details like name, email, and address, confirming that the integration is functioning as intended.

Testing the integration not only verifies that the automation is set up correctly but also ensures that future payments will be processed seamlessly. This saves time and minimizes manual errors in your accounting.

Conclusion

In conclusion, using Pabbly Connect to automate the creation of Xero contacts from Razorpay payments streamlines your accounting process. This integration minimizes manual data entry, ensuring that customer information is always up-to-date and accurately recorded.

By following the steps outlined in this tutorial, you can set up an efficient workflow that saves you time and enhances your financial management. Automate your processes today with Pabbly Connect for a more organized accounting experience.