Have you ever tried to create Xero invoices automatically for new Stripe payments? You might have but here we are going to show the simplest way to integrate Stripe and Xero using Pabbly Connect.

How to Create Xero Invoices Automatically for New Stripe Payments

But before jumping on that, let’s understand why there is a need of connecting Stripe with Xero. Stripe is a payment processing platform that helps companies of all sizes. The software allows companies to issue virtual and physical cards, obtain support, control company expenses, and much more.

Whereas Xero is a software for business accounting that monitors for other accounting activities such as creating an invoice, balance of bank accounts, and much more. Many times we want to send an invoice to customers instantly as soon as the Stripe payment is received. But doing it manually consumes times so we search for a way to integrate both the software.

But believe us, Integrating this software can be a troublesome process as there is no such direct integration available. This is exactly why we are recommending Pabbly Connect which allows you to integrate both software in a matter of time.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Pabbly Connect allows you to create seamless workflows without the need for any technological expertise. The software makes business automation a walk-in park. It can be used to move data in real-time.

Not only this but also in its free plan, it offers features like limitless apps, filters, path-routers and much more.

Here, in this article, we will learn how to connect Stripe and Xero in real-time.

So, without any further ado, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting Stripe to Xero by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Stripe to Xero Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create New Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Stripe to Xero”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Stripe to Xero Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for connecting Stripe to Xero. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Stripe

The accompanying step is to choose “Stripe” from the dropdown, then choose the “New Charge” option to create Xero invoices.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Stripe to Pabbly Connect

To create Xero invoices automatically for new Stripe payments, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

After logging into the Stripe account, go to the “Developer” section on the left of the dashboard. Then click on the “Webhooks” option.

(b) Click on Add Endpoint

Click on Add Endpoint

Further, when you click on “Webhooks”, it will open up an endpoint tab, Just click on the “Add Endpoint” option to paste the Webhook URL.

(c) Paste the Webhook URL

Paste the Webhook URL

As soon as you press the ‘Add Endpoint’ button, the options window opens. Simply paste the copied URL into the segment called Endpoint URL. In the “Event to Send” tab, be sure to pick charge.succeeded. Finally, to save the setting, click on ‘Add Endpoint’.

(d) Click on Payment Option

Click on Payment Option

On the left of the dashboard, go back to the “Payment” tab, then click on the “New” button to add payment.

(e) Add Payment

Add Payment

After clicking on the “New” button, a pop-up will appear. Just fill in all the required details and hit the “Submit Payment” button at the bottom. But before pressing the button, make sure to click capture webhook response in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

As soon as you click on the “Add Payment” option, the entry will appear on the “Pabbly Connect” dashboard. Then, click on the “Save” option.

Step 7: Retrieve Stripe Customers Details

Now as you see in Test response, it is not capturing email address so the next step is to retrieve Stripe customers details such as name, email, address through customers id.

(a) Select Application you want to Integrate

Select Stripe

Now in this step, click on the + button below and choose “Stripe” and in the method section select “Retrieve a Customer”.

(b) Click on Connect Button

Click on Connect Button

After choosing the application click on the “Connected with Stripe” button to move forward.

(c) Click on Developers

Click on Developers

A window will slide in from the right side asking for a “Bearer Token” after clicking on the connect button. Next, click on the ‘Developers’ button and then click on the ‘API Keys’ button on the Stripe account to copy the API key.

(d) Copy the API Key

Copy the API Key

To go on, simply copy the API key provided in front of the “Secret key.”

(e) Paste the API Key

Paste the API Key

Paste the copied API key and then click on the “Save” button.

(f) Map Customer ID

Map Customer ID

Now all you have to do is map the customer id from the dropdown.

(g) Save and Send Test Request

Save and Send Test Request

Now after mapping all the fields, just hit the “Save & Send Test Request” button.

(h) Test the Response

Test the Response

Here, you will see, from the customer ID, we have obtained the customer’s details including name, email, address, etc. Save the response from the API and move forward.

Step 8: Setting Action to Trim Amount

Now as you know the amount is not exact so we are setting an action to trim the amount.

(a) Select Application you want to Integrate

Select API

Next, click on the + button below and choose “API” and in the Choose Action Event method, select “GET”.

(b) Paste Endpoint URL & Set Parameters

Paste Endpoint URL & Set Parameters

Now in the URL section paste “https://forms.pabbly.com/api/trim_amount” to trim the amount. In the parameters column, fill the amount and then select the amount of data from the dropdown.

(c) Save and Send Test Request

Save and Send Test Request

Now after filling endpoint URL and parameters, click on “Save and Send Test Request”.

(d) Test the Response

Test the Response

As soon as you click on the “Save and Send Test Request”, we will get the API response. Now all you have to do is hit the “Save” button.

Step 9: Setting Action for Stripe to Xero Integration

To make this Stripe Xero integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Xero

In addition, press the + icon to add an action to your trigger. We will choose “Xero” from the drop-down field here. Then, select the choice to “Create an Invoice”.

(b) Click the Connect Button

Click the Connect Button

Now, after making all the necessary changes, click on the “Connected with Xero” button.

(c) Authorize Xero Account

Authorize Xero Account

Further, it will ask for account authorization for which you have to click on the “Connect” button.

(d) Map Field Data

Map Field Data

Further, it will automatically fetch the data of the organization and type after successful login. Now, all you have to do is add the required field from drop-down such as for the email field, select the email option, and for the name field select the name option.

(e) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 10: Check Response in Xero Dashboard

Check Response in Xero Dashboard

Lastly, when you check the Xero dashboard, the entered customer’s invoice gets automatically drafted in software.

Now you know how to create Xero invoices for new Stripe payments. This is a one-time process, after this every time whenever a purchase happens, the customer’s invoice will get append in business accounting software.

Conclusion –

Okay! Now you know how easy is to create Xero invoices automatically for new Stripe payments. We understand how daunting a way of integrating two applications can be. This is why individuals are searching for assets that can support them. You can prevent manual hard work and improve your work productivity with the help of a business automation tool. And software such as Pabbly Connect can be a great help in such situations, allowing you to connect and create infinite workflows.

So, wait no longer. By signing up for a free account, go and grab your access.

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