Xero
Google Sheets
zapier

An automated workflow using zapier

Connects Xero + Google Sheets

Add rows in Google Sheets from new Xero payments

About this workflow template

This automation scenario allows you to connect Xero and Google Sheets

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

Xero and Google Sheets can also be integrated using automation tools other than zapier:

Diagram

Add rows in Google Sheets from new Xero payments
Workflow diagram: Xero + Google Sheets integration

How it works?

When this trigger fires in Xero

Xero

New Payment in Xero

Triggers when you receive a new payment.

Then this action happens in Google Sheets

Google Sheets

Create Spreadsheet Row in Google Sheets

Create a new row in a specific spreadsheet.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add rows in Google Sheets from new Xero payments.

Part I

Configure Applications

First, we need to connect Xero and Google Sheets to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

    Give Zapier access to your Xero account, using Xero credentials.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Xero

    Set up a Trigger action for Xero

    Choose the following trigger: New Payment (Triggers when you receive a new payment.).

  • Then set up an Action for Google Sheets

    Then set up an Action for Google Sheets

    Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Xero and Google Sheets.

  • Test the workflow and turn it on for production use

    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 Add rows in Google Sheets from new Xero payments!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Xero

    Create sales invoice

    Creates a new sales invoice (Accounts Receivable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create/update contact

    Creates a new contact or updates a contact if a contact already exists.

    zapier
    actionbyzapier
  • Xero

    Create bill

    Creates a new bill (Accounts Payable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create payment

    Applies a payment to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Send sales invoice by email

    Send Sales Invoice by Email

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create a contact

    Creates a new contact.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.