Xero AppConnect Recipes

About

Xero is accounting software used to automate bookkeeping functions like invoicing and payroll. AppConnect users can reference the examples below as they begin building their own recipes using the Xero integration.

In this Article

About

Recipe #1 Create Xero Invoice

Objective

Recipe Logic

Recipe #2 Paid Invoice Updates Insightly Project

Objective

Recipe Logic

Recipe #3 Product Sync - Insightly to Xero

Objective

Recipe Logic

Recipe #1 Create Xero Invoice

Field

Information

Connections 

Xero

Shopify (Optional)

Trigger

Project created by Shopify or project pipeline stage is reached (project closed)

Action

Create an invoice in Xero with products data

Objective

When a project has been created from the Shopify integration or a project pipeline stage has been reached, create an invoice using the project data and the linked project product's data. Once the invoice is created, update the project record with invoice data and status.

Recipe Logic

  1. Project data is the recipe trigger.
  2. Extract the linked project product's data.
  3. Extract the linked contact data.
  4. Create an invoice with the status of "Submitted" with each line item from the project product's data.
    • If it's a Shopify order, the invoice number and the invoice date will be inputted from the project data.
  5. Update the project with invoice date and invoice number.


Recipe #2 Paid Invoice Updates Insightly Project

Field

Information

Connections

Xero

Trigger

Xero invoice is paid

Action

Update matching product status and the date paid

Objective

When an invoice is paid in Xero, find the matching project via the invoice id. Update the project status to complete and mark the date paid field.

Recipe Logic

  1. User pays invoice through Xero.
  2. A paid invoice webhook is sent to AppConnect.
  3. Extract the invoice number and search for the matching project.
  4. Update the project status as complete and add in the date paid field.


Recipe #3 Product Sync - Insightly to Xero

Field

Information

Connections

Xero

Shopify

Trigger

Insightly product is created or updated

Action

Create or update item in Xero

Objective

When a product is created or updated in Insightly via the Shopify integration, create or update the matching item in Xero.

Recipe Logic

  1. Product data is the recipe trigger.
  2. Extract product Xero code.
  3. If Xero code exists, update item in Xero with pre-determined fields.
  4. If Xero code does not exist, create item in Xero with pre-determined fields.


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