Learn how to automate invoice creation from Google Sheets to Xero using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by signing in to your account. If you are a new user, click on ‘Sign up for free’ to create an account. This will give you access to 100 tasks per month for free, which is ideal for testing integrations.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, name your workflow as ‘Create Xero Invoice from Google Sheets’ and select the appropriate folder for organization.

2. Setting Up the Trigger with Google Sheets

In this step, you will set Google Sheets as the trigger application for your workflow in Pabbly Connect. Select ‘Google Sheets’ as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will ensure that the workflow is activated whenever a new row is added or updated in your Google Sheet.

  • Select Google Sheets as the trigger application.
  • Choose the trigger event: New or Updated Spreadsheet Row.
  • Copy the webhook URL provided by Pabbly Connect.

After configuring the trigger, you will need to set up the Google Sheets integration. Open your Google Sheet, go to ‘Extensions’, and ensure you have the ‘Pabbly Connect Webhook’ extension installed. If not, you can find it in the ‘Get Add-ons’ section.

3. Configuring the Webhook in Google Sheets

With the webhook URL copied from Pabbly Connect, return to your Google Sheet. In the ‘Extensions’ menu, navigate to ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’. Here, paste the webhook URL into the designated field and specify the trigger column, which in this case is the final data column.

After pasting the URL, click on ‘Submit’ to save the configuration. You should see a confirmation message indicating that the setup was successful. Make sure to refresh your Google Sheet to ensure that all settings are applied correctly.

  • Paste the webhook URL in the Initial Setup.
  • Set the trigger column to your final data column.
  • Click on Submit to save the configuration.

Now, whenever you add or update a row in the specified Google Sheet, the data will be sent to Pabbly Connect in real-time.

4. Creating an Invoice in Xero Using Pabbly Connect

After setting up the trigger, the next step is to create an action in Xero. In your Pabbly Connect dashboard, select ‘Xero’ as the action application. Choose the action event as ‘Create Invoice with Line Items’. This will allow you to create an invoice based on the data received from Google Sheets.

To connect to your Xero account, click on ‘Connect with Xero’ and authorize access. Once connected, you will need to map the fields from the Google Sheets data to the corresponding fields in the Xero invoice. This includes mapping the customer name, email, item details, and amounts.

Select Xero as the action application. Choose ‘Create Invoice with Line Items’ as the action event. Map the fields from Google Sheets to the Xero invoice fields.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the invoice in Xero. If successful, you will receive a positive response, confirming that the invoice has been created.

5. Conclusion: Automating Invoice Creation with Pabbly Connect

This tutorial has demonstrated how to automate the creation of invoices in Xero using data from Google Sheets through Pabbly Connect. By following the steps outlined, you can ensure that every new entry in your Google Sheet automatically generates an invoice in Xero.

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

Utilizing Pabbly Connect for this integration not only saves time but also reduces the chances of errors in manual data entry. This seamless automation allows businesses to focus on more critical tasks while ensuring that invoicing is handled efficiently.

With Pabbly Connect, you can integrate various applications, enhancing your workflow and productivity. Start automating today!