Integrate BigCommerce and Xero Using Pabbly Connect: A Step-by-Step Guide

Learn how to instantly create Xero invoices from new BigCommerce orders using Pabbly Connect. Follow our detailed guide for seamless integration. 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 Integration

To start the integration process, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com’ in your browser. Once on the Pabbly website, navigate to the products section and select ‘Connect’. This will take you to the Pabbly Connect dashboard.

Here, you can either log in to your existing account or create a new one. Pabbly Connect offers a free trial plan, so you can experiment with the integration without any cost. After logging in, click on ‘Create Workflow’ to begin setting up the integration between BigCommerce and Xero.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that integrates BigCommerce and Xero using Pabbly Connect. When prompted, name your workflow (e.g., ‘BigCommerce to Xero’). Then, select BigCommerce as the trigger app and choose the ‘New Order Created’ event.

• Select ‘BigCommerce’ as the app.
• Choose ‘New Order Created’ as the trigger event.
• Click on ‘Connect’ to link your BigCommerce account.

This process allows Pabbly Connect to listen for new orders in your BigCommerce store. After connecting, you will need to fill in your API credentials from BigCommerce, including the Client ID, Access Token, and Store Hash Key. This data is crucial for establishing the connection.

3. Configuring BigCommerce Credentials in Pabbly Connect

To fetch the necessary credentials for BigCommerce, navigate to your BigCommerce account and go to ‘Advanced Settings’. From there, click on ‘API Accounts’ and create a new API account. Choose the V2/V3 API token option and name it accordingly (e.g., ‘Xero Integration’).

Ensure you set the required scopes to allow Pabbly Connect to access order details. These scopes include modifying customer information, orders, and transactions. Once done, save the API account settings and copy the Client ID, Access Token, and Store Hash Key into Pabbly Connect.

After entering the credentials in Pabbly Connect, click on ‘Save and Send Test Request’. This action will confirm that the connection is successful and that Pabbly Connect can now capture new order data from BigCommerce.

4. Extracting Order Details from BigCommerce

With Pabbly Connect now linked to BigCommerce, it’s time to extract order details. You will need to set up an action step in your workflow to retrieve order information. Select BigCommerce again as the action app and choose the ‘Get Order by ID’ event. using Pabbly Connect

• Choose ‘BigCommerce’ as the action app.
• Select ‘Get Order by ID’ as the action event.
• Map the Order ID to fetch specific order details.

This step allows Pabbly Connect to retrieve relevant customer and product information associated with the new order. After mapping the Order ID, click on ‘Save and Send Test Request’ to confirm that the data is correctly pulled from BigCommerce.

5. Creating an Invoice in Xero

Now that you have the order details, you can proceed to create an invoice in Xero. Set up another action step in Pabbly Connect, select Xero as the app, and choose the ‘Create Invoice’ action event. This is where Pabbly Connect facilitates the creation of invoices based on the data received from BigCommerce.

Fill in the required fields using the mapped data from the previous steps. Ensure you format the date in UTC as required by Xero. Once all fields are filled, click ‘Save and Send Test Request’ to create the invoice. This step ensures that every new order in BigCommerce results in an invoice being generated in Xero.

After completing the setup, check your Xero account to confirm that the invoice has been successfully created. This integration demonstrates the powerful capabilities of Pabbly Connect in automating workflows between different applications.

Conclusion

In conclusion, using Pabbly Connect to integrate BigCommerce and Xero allows you to automate the invoice creation process seamlessly. This setup ensures that every new order generates an invoice in Xero, saving time and reducing manual errors.