Automate Invoice Creation for New Orders: Ecwid to Xero Integration Using Pabbly Connect

Learn how to automate invoice creation for new orders in your Ecwid store using Pabbly Connect with Xero integration. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Ecwid and Xero Integration

To begin automating invoice creation for new orders in your Ecwid store, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. This powerful integration platform allows you to connect various applications seamlessly.

As a first-time user, you can sign up for a free account, which provides 100 tasks per month. If you already have an account, simply sign in and access Pabbly Connect from the dashboard. This will set the stage for creating workflows that automate processes between Ecwid and Xero.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, click on the plus sign to create a new workflow. Name this workflow something like ‘Ecwid to Xero Integration’ to easily identify its purpose. This step is crucial as it defines the automation process you are about to set up.

• Click on ‘Create Workflow’ after naming it.
• You will see a trigger and action window.
• Select Ecwid as your application in the trigger window.

In the trigger event, choose ‘New Order’. This means that whenever a new order is placed in your Ecwid store, it will trigger the workflow. Ensure you are logged into your Ecwid account to facilitate the connection with Pabbly Connect.

3. Setting Up Ecwid Integration in Pabbly Connect

After selecting the trigger event, click on ‘Connect’ and then ‘Add New Connection’. Authorizing this connection allows Pabbly Connect to access your Ecwid account. Once authorized, you can proceed to test the connection by creating a new order in your Ecwid account.

To do this, navigate to your Ecwid store, add a product to the cart, and complete the checkout process. Ensure that you provide all necessary customer details, such as name, email, and address. This step is essential as it generates the data Pabbly Connect will use to create an invoice.

4. Creating an Invoice in Xero Using Pabbly Connect

Now, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the order details. Once the details are received, proceed to set up the action step by selecting Xero as the application.

• Choose ‘Create an Invoice’ as the action event.
• Connect to your Xero account by clicking ‘Connect’ and authorizing Pabbly Connect.
• Map the required fields such as customer name, email, and order details.

Fill in the invoice details, including the invoice number, item description, quantity, and amount. Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to create the invoice in Xero. This confirms that the integration is functioning as intended.

5. Verifying the Success of Your Integration

To ensure that your integration between Ecwid and Xero using Pabbly Connect is successful, create another test order in your Ecwid store. Follow the same checkout process, entering different customer details to avoid duplicates.

After placing the order, check your Xero account to see if the new invoice has been generated. Refresh the invoices section in Xero to confirm that the invoice reflects the correct customer details and order information. This step validates that your automation is working flawlessly.

Conclusion

In this tutorial, we explored how to automate invoice creation for new orders in your Ecwid store using Pabbly Connect to integrate with Xero. By following the outlined steps, you can streamline your invoicing process, saving time and reducing errors. Implementing this integration allows your business to operate more efficiently and effectively.