Watch Step By Step Video Tutorial Below

1. Introduction to the Integration

Integrating WooCommerce with Xero can streamline your eCommerce operations. This integration allows seamless data transfer between the two platforms.

WooCommerce serves as a robust eCommerce platform, while Xero functions as an efficient online accounting software. Connecting them enhances your workflow.

2. Setting Up Pabbly Connect

The first step is to visit the Pabbly Connect website and sign in. If you don’t have an account, creating one takes just a couple of minutes.

Once logged in, access the dashboard and click on “Create a New Workflow”. Name your workflow, such as “WooCommerce to Xero”.

3. Configuring WooCommerce Webhook

In the workflow settings, set the trigger app to WooCommerce. Change the event type to “New Order Created” to capture orders.

Next, navigate to your WooCommerce settings. Under the advanced options, find the webhooks section and create a new webhook.

Assign a name to the webhook and change its status to active. Set the topic to “Order Created” and paste the delivery URL from Pabbly Connect.

4. Capturing Data with Pabbly Connect

After setting up the webhook, return to Pabbly Connect to capture the webhook response. Click on “Capture Webhook Response” to start the process.

Then, create a test order in WooCommerce. Fill in the customer details and complete the purchase to trigger the webhook.

Once the order is placed, Pabbly Connect will display the captured data, confirming that the integration is successful.

5. Sending Data to Xero

To sync the captured data with Xero, add an action in Pabbly Connect. Change the app to Xero and the event to “Create an Invoice”.

Authorize Pabbly Connect to access your Xero account. You will then fill in the invoice details using the data captured from WooCommerce.

After completing the invoice setup, send a test request. Verify in Xero that the invoice has been created successfully for the customer.

Conclusion

This guide highlights how to integrate WooCommerce with Xero using Pabbly Connect, ensuring automatic invoicing for new orders.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.