Xero and WooCommerce integration 🛒 Create invoices in Xero on new WooCommerce orders
Use this template - https://automate.io/bots/create-invoi...
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You manage your online store with WooCommerce and payments with Xero. Connecting them together will make them work for you even more powerfully. And, Automate.io can help you with that.
It is a simple, no-code workflow automation tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.
To begin, visit the page above, click on the use case box, and then the Get Started button.
You will see the ‘Add Accounts’ screen. Here you will connect your Xero and WooCommerce accounts to Automate.io.
Now, let’s enter our account credentials.
We never take chances with your data. We always keep it secure with bank-level encryption.
Alright! Our apps are connected. Time to build our automation, also called a Bot.
First, let’s talk about WooCommerce. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new order in your WooCommerce store. However, you can change it to a different trigger using this drop-down depending on what you want to accomplish.
And, let’s move to Xero. It’s the action app that performs our desired action. Here, we want to create a Sales invoice for this WooCommerce order.
To do that, the Bot first checks if the contact already exists in your Xero account. If it does, it proceeds to create the invoice.
Now, let’s do that by dragging and dropping info from WooCommerce to Xero like this.
We’ve now set up our bot. Let’s see if it works. Now, come back to your Automate.io dashboard. Looks good so far!
Let’s check our Xero account. There it is! Your bot will now run in the background and automatically create invoices for you.
If you want to try out this Bot, click the link in the description to get started quickly.
And remember, we’re available 24x5 on our in-app chat or email us at [email protected]. Don’t forget to subscribe to us.
#Xero #WooCommerce