Integrate Google Sheets with Moneybird Using Pabbly Connect

Learn how to automate invoice creation in Moneybird from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Moneybird, the first step is to access Pabbly Connect. Navigate to the Pabbly Connect website and sign up for a free account. This platform allows you to create automated workflows without needing any coding skills.

After signing up, log into your Pabbly Connect account. You will be directed to the dashboard where you can create a new workflow. This is where you will set up the integration that will automatically generate invoices in Moneybird whenever new sales entries are made in Google Sheets.

2. Creating the Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive like ‘Google Sheets to Moneybird Integration’. This will help you identify the workflow later.

Next, you will set up a trigger and an action. The trigger will be the new sales entry in Google Sheets. Select Google Sheets as the application and choose the event ‘New or Updated Spreadsheet Row’. This will ensure that every time a new sale is added, it triggers the workflow.

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

After setting the trigger, you’ll need to go to your Google Sheets, set up the Pabbly Connect Webhooks add-on, and paste the webhook URL there. This establishes the connection between Google Sheets and Pabbly Connect.

3. Setting Up Google Sheets for Automation

In your Google Sheets, ensure you have a dedicated sheet for sales data. Create columns for contact ID, invoice date, customer name, item description, unit price, and quantity. This structure is essential for Pabbly Connect to capture the necessary data for invoice creation.

Once your sheet is set up, go to the Extensions menu, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. Specify the final data column as the trigger column, which will be the last column containing your sales data.

• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL in the setup.
• Set the trigger column to the last column of your data.

After completing this setup, make sure to click on ‘Send Test’ to verify that the connection works correctly. This step is crucial for ensuring that Pabbly Connect can capture data from Google Sheets accurately.

4. Connecting Moneybird to Pabbly Connect

Now that your Google Sheets is set up, it’s time to connect Moneybird to Pabbly Connect. In the action window of your workflow, select Moneybird as the application and choose the action event ‘Create Sales Invoice with Line Items’. This action will allow Pabbly Connect to generate invoices based on the data from Google Sheets.

Click on ‘Connect’ and authorize the connection to your Moneybird account. Once authorized, you will be able to map the fields from Google Sheets to the corresponding fields in Moneybird. For example, map the contact ID, invoice date, item description, unit price, and quantity to ensure the invoice is generated correctly.

Select Moneybird from the application list. Choose ‘Create Sales Invoice with Line Items’ as the action event. Authorize the connection to your Moneybird account.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. This will create an invoice in your Moneybird account based on the information from Google Sheets, demonstrating how Pabbly Connect automates the process effectively.

5. Testing the Integration in Real-Time

To ensure that everything is working smoothly, input a new sales entry in your Google Sheets. For instance, add a new customer with their details like contact ID, invoice date, name, item description, unit price, and quantity. Once the data is entered, check your Moneybird account to see if the invoice is generated automatically.

Refresh your Moneybird account, and you should see the new invoice created with the details you entered in Google Sheets. This confirms that the integration is functioning as intended through Pabbly Connect.

Enter a new sales entry in Google Sheets. Refresh Moneybird to view the newly created invoice. Confirm that the invoice details match the entry in Google Sheets.

This testing phase is crucial to confirm that Pabbly Connect is effectively bridging the gap between Google Sheets and Moneybird, automating your invoicing process seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of invoices in Moneybird from Google Sheets. By following these steps, you can streamline your invoicing process, saving time and reducing errors. Automate your workflows today with Pabbly Connect!