Tired of searching for a way to create Xero invoices for new WooCommerce orders? If so, then here you can sigh in relief as we are going to reveal how to integrate Xero with WooCommerce in real-time.

How to Create Xero Invoices for New WooCommerce Orders

But before jumping on that, let’s understand why there is a need of connecting WooCommerce with Xero. WooCommerce is a WordPress plugin that lets you manage the eCommerce platform without any difficulty.  Whereas Xero is a business accounting software that looks out for other accounting  activities like generating an invoice,  bank account balance, and much more.

Many times we want to send an invoice to customers instantly as soon as the order is placed. But doing it manually consumes times so we search for software that can connect WooCommerce to Xero for creating invoice whenever a sale happen.

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 proffers 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

Sign Up To Pabbly Connect       

So here we are saving you from a  lot of trouble by suggesting software named Pabbly Connect that allows you to integrate both software in a matter of time.

Pabbly Connect makes business automation a walk-in park by letting you create seamless workflows without the need of any technical knowledge. Using the software one can transfer data in real-time. Not only this, but it is also packed with features like unlimited applications, filters, and much more even in its free plan.

Here, in this article, we will understand how to create Xero invoices for new WooCommerce orders using an automation tool i.e Pabbly Connect.

How to Create Xero Invoices for New WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Check Response

So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting WooCommerce to Xero by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, either manually fill-up all the details or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button of Connect.

Step 3: WorkFlow for WooCommerce to Xero Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of creating a workflow for creating an invoice from WooCommerce to Xero by clicking the “Create New Workflow” button.

(b) Name the Workflow

Name the Workflow

Further, add the name of workflow which in our case is “WooCommerce to Xero”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce & Xero Integration

Further, after building a workflow, you have to choose the integration app to connect your Woocommerce account to Xero. Using Pabbly Connect one can integrate or connect unlimited apps, click here to claim your access to unlimited workflows.

(a) Select Application you Want to Integrate

Select WooCommerce

The next step is to choose “WooCommerce” from the dropdown, then choose the “New Order Created” option to create an invoice whenever a purchase happens in WooCommerce.

(b) Copy the Webhook URL

Copy the Webhook URL

The following step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting WooCommerce to Pabbly Connect

To create an invoice whenever a new sale happens in WooCommerce, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your WordPress account where you have installed your Woocommerce plugin.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

After successfully login into your WordPress account, head to the “WooCommerce” section then there click on the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Next, when you click on “Settings”, it will lead to a tab with different options. Select the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Next, when you click on “Webhooks”, it will take you on a new tab with a certain option. Just click on the “Add Webhook” option to paste the Webhook URL.

(d) Add Webhook

Add Webhook

Now, name the Webhook according to your need. Make sure that status should be “Active” and in the topic section, select “Order Created”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button.

(e) Make a Test Purchase

Make a Test Purchase

Open the product checkout in a new tab and make a dummy purchase. Just fill all the details, hit the “Place Order” button. But before hitting the button, make sure to click “Capture Webhook Response” in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

As soon as you hit the “Place Order” button, the entry will appear on the “Pabbly Connect” dashboard. Simply click on the “Save” option.

Step 7: Setting Action for WooCommerce & Xero Integration

To make this WooCommerce Xero integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Xero

Further, click on the “+” icon to add an action for your trigger. Here we are going to select “Xero” from the dropdown. Then, select the “Create an Invoice” option.

(b) Click the Connect Button

Click the Connect Button

Now, after making all the necessary changes, click on the “Connect with Xero” button. Further, it will ask for account authorization for which you have to log in to Xero account.

(c) Add Field Data

Map Field Data

Further, it will automatically fetch the data of the organization and type after successful login. Now, all you have to do is add the required field from drop-down such as for the email field, select the email option, and for the name field select the name option.

(d) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 8: Check the Response

Check the Response

Lastly, when you check the Xero bills, the entered customer’s invoice gets automatically drafted in software.

Now you know how to create Xero invoices for new WooCommerce orders. This is a one-time process, after this every time when purchase happens, the customer’s invoice will get append in business accounting software.

Conclusion –

Okay! Now you know how easy is to create Xero invoices for new WooCommerce orders. All you have to do is follow all the above-mentioned steps and you can easily connect WooCommerce to business accounting software i.e Xero. With the help of a business automation tool, you can avoid manual hard work and increase your work efficiency. And in such cases, software like Pabbly Connect can be a great help that allows you to connect create unlimited workflows.

So, don’t wait anymore. Go and grab your access by signing up for a free account.

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