Are you searching for a way to create Xero invoices from new Shopify orders? If yes!! Then look no further, as here we are going to integrate Shopify with Xero using Pabbly Connect.
So that whenever a new order will get placed in Shopify, the customers will automatically get an invoice generated via Xero.
Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Thus, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tool to automate tasks in no time.
Before we start the integration process, let’s know a little bit about both software. Primarily, Shopify is an e-commerce platform that lets you build your own store. Whereas, Xero is an easy-to-use cloud-based accounting software that allows businesses to manage accounts and create invoices.
Hence, by connecting Shopify with Xero, you can send invoices to your recipients via Xero whenever an order is placed in Shopify in real-time. This way you can keep all your customers posted and save yourself from doing all the repetitive work & can ultimately save a lot of time & effort.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect allows you to integrate unlimited premium applications without any coding skills. Simply integrate it once & relax, it will handle all the workload later. Furthermore, you can access all the features even in its free plan.
Additionally, we have a template for this integration that can assist you to get started quickly. Solely go to the App Directory and look for the apps you use to get started. And, tap on the Use Workflow button below to get started.
So, let’s begin step by step procedure to integrate Xero with Shopify using Pabbly Connect.
Step 1: Sign up to Pabbly Connect
Begin the process to create Xero invoices from new Shopify orders by pressing the “Sign Up Free” button on the Pabbly Connect home page. Then, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Later, after logging into the account, press the “Access Now” button of the Connect section in the dashboard. Begin by creating a workflow for your project by pressing the ‘Create Workflow’ button. Promptly, name the workflow just like in the above-shown image. I named the workflow “Shopify Integrations”, you can obviously name the workflow as per your requirements. After naming your workflow, select the application you want to integrate. Pabbly Connect allows you integrate countless premium applications, click here to create your free account now.Step 2: Access Pabbly Connect
Step 3: Workflow for Shopify with Xero Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Shopify with Xero Integration
(a) Select Application you Want to Integrate
The following step is to select “Shopify” from the dropdown option, then choose the method as “New Order” to move forward.
(b) Copy the Webhook URL
Forthwith, copy the webhook URL which is appearing on the dashboard.
Step 5: Connecting Shopify to Pabbly Connect
Afterward, to create Xero invoices for every new Shopify orders, you gotta paste the copied Webhook URL in the software. And to do so, you have to log in to your Shopify account.
(a) Go to Shopify Settings
Now, go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.
(b) Click on Notifications
Eventually, a tab with a different option will open-up to paste the Webhook URL. Just hit the “Notifications” option.
(c) Move to Webhook Option
Ultimately, you will see the Webhook option below in the “Notification” tab, simply hit the “Create Webhook” button.
(d) Paste the Webhook URL
Once you click on the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Solely paste the copied URL in the “URL” section. Conclusively, hit “Save Webhook” to save the setting.
(e) Make a Purchase to Test Shopify Integration
Next, to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. Moreover, enter all the required details and press the “Continue Shipping” button. Before that, you need to go to the Pabbly Connect dashboard and hit the button named “Capture Webhook Response”.
Step 6: Test the Response in Pabbly Connect Dashboard
Once you click on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, press the “Save” option.
Step 7: Setting Actions for Shopify to Xero Integration
Next, to make this Shopify-Xero integration work, you have to choose an action for your trigger.
(a) Select Application you Want to Integrate
Later, press the + icon to add an action to your trigger. We will choose “Xero” from the drop-down field here. Then, select the choice to “Create an Invoice”.
(b) Click the Connect Button
Promptly, after making all the necessary changes, press the “Connected with Xero” button.
Step 8: Connecting Xero to Pabbly Connect
(a) Authorize Xero Account
Additionally, it will ask for account authorization for which you have to press the “Connect” button.
(b) Map Field Data
After sometime, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is add the required field from drop-down like for the email field, select the email option, and for the name field select the name option.
(c) Save and Send Test Request
Once you are done making all the changes, save the setting and then “Send Test Request”.
Step 9: Test the Response in Pabbly Connect Dashboard
As you can see, the data has been successfully sent to Xero. Now, click on the “Save” button to save the entire workflow.
Step 10: Check Response in Xero Dashboard
Finally, when you check the Xero dashboard, the entered customer’s invoice gets automatically drafted in software.
Now you know how to create Xero invoices for every new Shopify orders. This is a one-time process, after this every time whenever an order is placed in Shopify, the customer’s invoice will get append in business accounting software.
Conclusion –
That’s it! Here we provide in detail “How to create Xero invoices from new Shopify orders” using the software. Just follow the step by step procedure mentioned above & your Shopify to Xero integration will be set.
So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.
