How to Create Xero Contact on Razorpay Payment Using Pabbly Connect

Learn how to automate creating Xero contacts from Razorpay payments using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Razorpay and Xero Integration

To automate the process of creating Xero contacts from Razorpay payments, you need to use Pabbly Connect. First, access Pabbly Connect by visiting the official website and signing in or signing up for a free account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow as ‘Create Xero Contact on Razorpay Payment’. Select an appropriate folder to organize your workflows.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set the trigger for our workflow. Select Razorpay as the trigger application in Pabbly Connect. The trigger event should be set to ‘Payment Captured’ to ensure that every time a payment is received, the workflow is activated.

• Choose Razorpay as the trigger application.
• Set the trigger event to ‘Payment Captured’.
• Copy the webhook URL generated by Pabbly Connect.

Next, you need to configure Razorpay to send data to Pabbly Connect. Log in to your Razorpay account, navigate to Settings, and select Webhooks. Here, add a new webhook using the URL you copied earlier and set the active event to ‘Payment Captured’.

3. Testing the Integration with a Test Payment

After setting up the webhook, it’s time to test the integration. Make a test payment through the Razorpay payment page. Fill in the required customer details such as first name, last name, email, phone number, street address, city, and state.

Once you click on the pay button and select your payment method (e.g., UPI), complete the payment process. After the payment is successfully made, return to Pabbly Connect and check for a webhook response. This will ensure that the integration is working as expected.

4. Setting Up the Action in Pabbly Connect

Now, we will configure the action step in Pabbly Connect. Select Xero as the action application and the event as ‘Create Contact’. This action will automatically create a new contact in Xero whenever a payment is captured in Razorpay.

• Choose Xero as the action application.
• Set the action event to ‘Create Contact’.
• Connect your Xero account with Pabbly Connect.

After connecting to Xero, map the required fields from Razorpay’s payment data to Xero’s contact fields. This includes mapping the customer name, email, phone number, address, city, and state. Once all fields are mapped, save the action and test it to ensure the contact is created successfully in Xero.

5. Verifying the Integration and Conclusion

After completing the setup, verify the integration by refreshing your Xero account. You should see the new contact created automatically based on the test payment you made through Razorpay.

This seamless integration between Razorpay and Xero through Pabbly Connect not only saves time but also ensures that your customer data is always up to date. With this setup, you eliminate manual data entry, reducing the chances of errors and keeping your accounting records organized.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate the creation of Xero contacts from Razorpay payments is a powerful tool for any business. By following the steps outlined in this tutorial, you can streamline your payment processing and customer management efficiently.