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Automate your accounting with Xero invoices and Google Sheets
Creating invoices should be a joyful activity as we are to get paid. Yet in so many businesses generating invoices is a much delayed chore. Fix it with Integromat and Google Sheet automation.
In this tutorial, you will learn how to use Integromat to automatically create invoices inside Xero based on client data you have collected in Google Sheets. Integromat is a tool that allows you to automate functions across different apps like Google Sheet, Gmail, Xero, etc. It takes the hassle out of authenticating and transferring information between these apps. This gives you the time you need to focus on other core functionalities at the workplace. You can register for the free plan on Integromat to use up to 1000 free operations.
When done, your Integromat dashboard will look like the image below.
Setting up Google Sheets
The first step is to create a Google Sheet containing all the invoice information. You can name this Invoice List. As you can see from the snapshot below, there are two types of data captured in the workbook; one on each worksheet. The first one is Line Items, while the…
