This automation scenario allows you to connect WooCommerce and Xero
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
WooCommerce and Xero can also be integrated using automation tools other than automateio:
When this trigger fires in WooCommerce
Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.
Then these actions happen in Xero
Search A Contact Based On Contact ID Or Email Address
Create a new Sales Invoice
This guide contains information on how to set up an automatic workflow that allows to Create invoices in Xero on new WooCommerce orders.
Part I
First, we need to connect WooCommerce and Xero to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect WooCommerce to Automateio.
Give Automateio access to your WooCommerce account, using WooCommerce credentials.
Connect Xero to Automateio.
Give Automateio access to your Xero account, using Xero credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for WooCommerce
Choose the following trigger: New Order (Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.).
Then set up an Action for Xero
Choose this action: Search Contact (Search A Contact Based On Contact ID Or Email Address).
Then set up another Action for Xero
Choose this action: Add a Sales Invoice (Create a new Sales Invoice).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WooCommerce and Xero.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create invoices in Xero on new WooCommerce orders!
Triggers when any Order is created, updated, deleted, etc.
Triggers when any Customer is created, updated, deleted, etc.
Triggers when a new order is created.
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Triggers when any Product or Variation is created, updated, deleted, etc.
Triggers when a new customer is created.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new bill (Accounts Payable).
Applies a payment to an invoice.
Send Sales Invoice by Email
Creates a new contact.
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Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.