How to Save New Xero Invoices to Google Sheets Using Pabbly Connect

Learn how to integrate Xero and Google Sheets using Pabbly Connect to save new invoices automatically. Follow our step-by-step guide for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Xero and Google Sheets Integration

To save new Xero invoices to Google Sheets automatically, start by accessing Pabbly Connect. This integration platform allows you to automate workflows between different applications seamlessly. If you don’t have an account, you can create a free account in just two minutes from the sign-up page.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the blue button labeled ‘Create Workflow’. This is where you will set up the integration process to connect Xero with Google Sheets.

2. Create a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you’ll need to provide a name for your workflow. For example, you might name it ‘Save Xero Invoices in Google Sheets’. This name helps you identify the workflow later on. Once named, click the ‘Create’ button to proceed. using Pabbly Connect

You will see two boxes labeled as Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. In this case, the trigger will be a new invoice created in Xero, and the action will be to add that invoice to Google Sheets. Select Xero as the trigger application and Google Sheets as the action application.

3. Connect Xero with Pabbly Connect

To connect Xero with Pabbly Connect, select the trigger event as ‘New Sales Invoice’. This means that every time a new sales invoice is created in Xero, it will trigger the automation. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to provide access to your Xero account.

After connecting, select your organization from the dropdown. If you have multiple organizations, choose the correct one. Click on ‘Save and Send Test Request’ to check if the connection is successful. You should see the most recent invoice details from Xero captured in Pabbly Connect, confirming that the connection is working properly.

4. Connect Google Sheets with Pabbly Connect

Next, you need to set up the action to add the invoice details to Google Sheets. Select Google Sheets as the action application and choose the action event as ‘Add a New Row’. Click on ‘Connect’, then select ‘Add New Connection’ and sign in to your Google account to provide access. using Pabbly Connect

• Select the spreadsheet where you want to save the invoice details.
• Map the columns in your Google Sheets to the corresponding fields from Xero.
• Ensure that each detail from the invoice is correctly assigned to the respective column.

After mapping the data, click on ‘Save and Send Test Request’ to verify if the data is added to your Google Sheets correctly. You should see a new row created with the invoice details, confirming that the integration is successful.

5. Finalize Your Integration with Pabbly Connect

Once you have mapped all the necessary fields and confirmed that the data is being added to Google Sheets, your integration is complete. Now, every time a new invoice is created in Xero, it will automatically be saved in your Google Sheets without any manual effort.

This automation allows you to easily share the latest invoice updates with your team through Google Sheets without giving them access to your Xero account. With Pabbly Connect, you can sit back and relax as the platform takes care of the data transfer in the background.

Conclusion

In conclusion, using Pabbly Connect to save new Xero invoices to Google Sheets is an efficient way to automate your workflow. By following the steps outlined in this tutorial, you can ensure that your invoice data is always up-to-date and accessible to your team. Embrace automation with Pabbly Connect to enhance your productivity and streamline your operations.