Automate Invoice Creation in Lex Office with Pabbly Connect

Learn how to automate invoice creation in Lex Office using Pabbly Connect, integrating Microsoft Excel seamlessly for efficient accounting. 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 Invoice Automation

To automate invoice creation in Lex Office, you will first need to access Pabbly Connect. This integration platform allows seamless connections between Microsoft Excel and Lex Office Accounting Software.

Begin by signing up for a free account on Pabbly Connect. Once registered, log in to access your dashboard. From the dashboard, click on the blue button labeled ‘Create Workflow’ to start setting up your automation.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger will activate whenever a new row is added in your Microsoft Excel sheet, which contains invoice data.

To configure this, follow these steps:

• Select Microsoft Excel as the application.
• Choose the trigger event ‘New Row in Worksheet’.
• Connect your Microsoft Excel account by clicking ‘Connect’ and granting the necessary permissions.

After successfully connecting, select the specific workbook that contains your invoice data. This setup ensures that Pabbly Connect captures new invoice details every time they are added to your Excel sheet.

3. Creating a Customer Contact in Lex Office

Next, you will need to create a customer contact in Lex Office using Pabbly Connect. This step is crucial for associating invoices with the correct customers.

Follow these steps to set up the contact creation:

• Select Lex Office as the application for the action event.
• Choose ‘Create Contact’ as the action event.
• Connect Lex Office by entering your API token.

Once connected, map the necessary fields such as first name, last name, and email address from the Excel data. This mapping allows Pabbly Connect to automatically create a contact in Lex Office whenever new invoice data is added.

4. Automating Invoice Creation in Lex Office

After creating the customer contact, the next step involves automating the invoice creation process in Lex Office through Pabbly Connect.

To set this up, you need to configure the following:

Select Lex Office again as the application for the action event. Choose ‘Create Invoice’ as the action event. Map the invoice details such as title, amount, and customer ID.

Ensure that all required fields are filled out correctly. Once set, Pabbly Connect will automatically generate invoices in Lex Office whenever new rows are added to your Excel sheet, streamlining your accounting process.

5. Finalizing and Testing the Automation

Finally, it’s essential to test the entire workflow you created using Pabbly Connect. This step ensures that the integration between Microsoft Excel and Lex Office is functioning correctly.

To test, add a new invoice entry in your Excel sheet. After saving the entry, check your Lex Office account to see if the invoice was created successfully. This confirms that Pabbly Connect is effectively automating your invoice generation process.

By following these steps, you can automate the invoice creation process using Pabbly Connect, significantly improving your accounting efficiency.

Conclusion

In summary, using Pabbly Connect to automate invoice creation in Lex Office from Microsoft Excel streamlines your accounting tasks. This integration saves time and reduces manual errors, making your workflow more efficient.