How to automate invoice creation with Google Sheets and Xero?

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Tutorial showing how to automatically create Xero invoices from data in Google Sheets using Integromat.

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Creating invoices is a process that always could be faster and simpler. There are many solutions for creating invoices and keeping your accounting. Many small and medium businesses select Xero for its simplicity and flexibility. Even using Xero, you would always wish that you could avoid manual data input when creating new invoices.

Using simple no-code tool such as Integromat ( it could be also replicated in Zapier) it is possible to link data in Google Sheets to Xero. Thanks to this simple workflow you would be able to create invoices automatically for every new invoice row data added to your Google Sheet.

Using this automation you can decide if you want to create Xero invoices as draft invoice or as approved ones. You can also automatically schedule them to be sent to customer/contact, right after invoice was created.

Automating your accounting and invoice generation is a huge timesaver for business. Transferring data automatically to Xero, will still give you ability to manually adjust the invoice data while saving you tons of time on the copy/paste.

If you want to include multiple line items dynamically, you need to format your data in a way understandable by Xero API. Here is the line item data format I was referring to in the video:

{
"ItemCode": "12",
"Description": "Onsite project management ",
"Quantity": "1.0000",
"UnitAmount": "1800.00",
"TaxType": "OUTPUT",
"TaxAmount": "225.00",
"LineAmount": "1800.00",
"AccountCode": "200"
}

Read more information about Xero API and data formats here:
https://developer.xero.com/documentat...

Details of the video:
0:00 Setting up Google Sheets with invoice data
2:00 Creating scenario in Integromat
3:40 Lookup and create Contacts in Xero
7:57 Create Invoice in Xero Integromat module
10:35 Adding line items to Xero invoice
11:50 Creating JSON and array data structure
15:30 Creating Xero Invoice and retrieving Invoice ID & Status

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#Xero #GoogleSheets #Accounting