Automate Invoice Creation in Xero from Thrivecart Payments Using Pabbly Connect

Learn how to automate invoice creation in Xero when a payment is made in Thrivecart using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Thrivecart with Xero using Pabbly Connect, first, visit the Pabbly website. You will need to sign in to your account by clicking on the ‘Sign In’ button at the top right corner. If you don’t have an account, you can create one for free.

Once logged in, navigate to Pabbly Connect and click on the blue ‘Create Workflow’ button. This will allow you to set up a new integration workflow. Name your workflow something descriptive, like ‘Thrivecart to Xero Invoice Creation’ to keep your integrations organized.

2. Setting Up the Trigger Event in Pabbly Connect

The next step involves selecting Thrivecart as your trigger application. In the trigger event section, choose ‘Product Purchase’ as the event type. This means that every time a product is purchased in Thrivecart, it will trigger the workflow. using Pabbly Connect

• Select ‘Thrivecart’ as the application.
• Choose ‘Product Purchase’ as the trigger event.
• Connect your Thrivecart account by entering the API key.

To obtain the API key, go to your Thrivecart dashboard, click on ‘Settings,’ then navigate to ‘API and Webhooks.’ Create a new API key by naming it appropriately and copying it into Pabbly Connect. Once saved, test the trigger to ensure it is receiving data correctly.

3. Formatting Date and Time for the Invoice

After setting up the trigger, the next step is to format the date for the invoice due date. In Pabbly Connect, click on the plus button to add a new action and select ‘Date and Time Formatter.’ This step is crucial for ensuring that the invoice due date is set correctly.

• Select ‘Modify Current Date’ as the action type.
• Set the due date to be two days from the current date.
• Save and send a test request to confirm the date formatting.

Once you have confirmed that the due date is set correctly, you can proceed to the next step of creating the invoice in Xero using Pabbly Connect.

4. Creating the Invoice in Xero

Now it’s time to set up the action event to create an invoice in Xero. In Pabbly Connect, select Xero as your action application and choose ‘Create Invoice’ as the action event. This step automates the process of generating an invoice every time a payment is made in Thrivecart.

Connect your Xero account by entering the Client ID and Secret Key. Fill out the required fields such as customer name, invoice number, and due date. Map the fields from Thrivecart to Xero correctly.

Ensure all relevant data is mapped correctly, including line items and amounts, to create a comprehensive invoice. After mapping, save and send a test request to verify that the invoice is created successfully in Xero.

5. Verifying Invoice Creation in Xero

Once you have completed the setup in Pabbly Connect, it’s essential to verify that the invoice has been created in your Xero account. Navigate to the invoices section in Xero and check for the newly created invoice corresponding to the recent Thrivecart purchase.

If everything is set up correctly, you should see the invoice with the customer’s details and purchase information. This confirms that the integration works seamlessly, allowing for automated invoice generation whenever a payment is made in Thrivecart.

By using Pabbly Connect, you have successfully automated the process of creating invoices in Xero from Thrivecart payments, saving time and reducing manual errors in your invoicing process.

Conclusion

In this tutorial, we explored how to automate invoice creation in Xero when a payment is made in Thrivecart using Pabbly Connect. By following these steps, you can streamline your invoicing process and enhance efficiency in your business operations.