How to Use Pabbly Connect for Invoice Automation with Xero

Learn how to automate invoice generation in Xero using Pabbly Connect with Shopify, WooCommerce, Google Sheets, and Stripe. 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. Accessing Pabbly Connect for Invoice Automation

To begin using Pabbly Connect for invoice automation with Xero, you first need to access the platform. Start by searching for ‘Pabbly Connect’ in your web browser. This will direct you to the Pabbly Connect landing page.

On the landing page, you have two options: sign in if you already have an account or click on ‘Sign Up for Free’ if you are a new user. Signing up takes just two minutes, and you get 100 tasks free every month. After logging in, you will see a dashboard with various applications available for integration.

2. Creating Workflows in Pabbly Connect

Once you’re logged into Pabbly Connect, the next step is to create a new workflow for automating invoice generation. Click on the ‘Create Workflow’ button on your dashboard. This is where you will set up your automation.

• Click on ‘Create Workflow’
• Name your workflow based on the application you are integrating, like ‘Shopify to Xero’
• Select the trigger and action applications

After creating the workflow, you will be ready to set up the triggers and actions that will automate the invoice generation process. For example, if you are connecting Shopify, the trigger will be set to a new order.

3. Integrating Shopify with Xero via Pabbly Connect

To automate invoice creation from Shopify orders, you will need to set Shopify as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Order’. This means that every time a new order is placed in Shopify, it will trigger the workflow.

Once the trigger is set, you will need to select Xero as the action application. The action event will be ‘Create Invoice’. This setup ensures that whenever a new order is received in Shopify, an invoice will automatically be created in Xero. You will need to map the order details from Shopify to the invoice fields in Xero.

4. Automating Invoices from Google Sheets Using Pabbly Connect

Another powerful automation can be created by integrating Google Sheets with Xero through Pabbly Connect. First, set Google Sheets as the trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will allow you to capture new order details added to your spreadsheet.

• Connect your Google Sheets account to Pabbly Connect
• Select the specific spreadsheet where your order data is stored
• Map the data fields accordingly to create an invoice in Xero

After mapping the data, you can test the workflow to ensure that invoices are being created automatically in Xero whenever a new order is added to your Google Sheet.

5. Integrating WooCommerce and Stripe with Xero Using Pabbly Connect

For those using WooCommerce, set it as the trigger application with the event ‘New Order Created’. This will ensure that every new order in your WooCommerce store leads to an automatic invoice in Xero through Pabbly Connect.

Similarly, for Stripe, use the trigger event ‘Checkout Completed’. This setup will automatically generate invoices in Xero for every completed payment received through Stripe. Ensure to map the payment details properly to create accurate invoices.

Conclusion

Using Pabbly Connect, you can seamlessly automate invoice generation in Xero from various platforms like Shopify, WooCommerce, Google Sheets, and Stripe. This not only saves time but also improves accuracy in your invoicing process, allowing your business to operate more efficiently.