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Frequently Asked Questions about Invoice Ninja + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Invoice Ninja and Xero
What is the process to start integrating Invoice Ninja with Xero?
To begin integrating Invoice Ninja with Xero, you'll first need to connect both apps through our platform. This involves selecting Invoice Ninja and Xero from our list of supported applications and setting up your account details for each. Once linked, you can set specific triggers from Invoice Ninja that will automatically initiate actions in Xero.
How can I automatically create an invoice in Xero when a new invoice is created in Invoice Ninja?
You can set up a workflow where the trigger is 'New Invoice' in Invoice Ninja, and the action is 'Create Invoice' in Xero. This means every time a new invoice is generated in Invoice Ninja, it will be mirrored as an invoice creation task in your Xero account.
Can I sync customer data between Invoice Ninja and Xero automatically?
Yes, syncing customer data between both platforms is possible. Set a trigger for 'New Client' or 'Updated Client' in Invoice Ninja and map these to 'Create or Update Contact' actions within Xero, ensuring both systems maintain consistent client records.
What triggers are available when integrating Invoice Ninja with Xero?
We offer several triggers like 'New Payment', 'New Quote', and 'Invoice Overdue', which can be configured to execute actions such as updating accounts or sending reminders within your Xero account.
Are there any limitations when syncing data between Invoice Ninja and Xero?
While most syncing functions work seamlessly, some complex data sets might require additional mapping. For example, multi-currency transactions might need manual adjustments on initial setup to ensure accurate currency conversion.
How often does the integration sync data between the two platforms?
Data sync frequency depends on how you set up the triggers. Typically, workflows are designed to initiate actions immediately once a trigger event occurs in either application. However, you can adjust these settings based on your specific business needs.
Is it possible to track payment statuses across both applications using this integration?
Yes, tracking payment statuses is feasible. By configuring 'Payment Status Updated' as a trigger in either application, you can set corresponding actions like status updates or notifications within the other app for seamless tracking.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.