WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
It's easy to connect WordPress + Xero without coding knowledge. Start creating your own business flow.
Triggered when you add a new comment.
Triggered when you add a new post.
Triggered when a new user is added.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Create a new post, including the status allowing the creation of drafts.
Create user including the status allowing the creation of drafts
Deletes an existing user.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
The article on integration of WordPress and Xero is complete, now let’s get started with the outline for the article. If you do not know about WordPress or Xero, read the article about WordPress and Xero. WordPress and Xero are integrated with each other by using Zapier. The integration of WordPress and Xero is a very useful way to contrp your business data through one source of information. Furthermore, it will help you manage data easily, keep your business data organized and keep everything on track. It is really beneficial to use these two great tops together. Now let’s start to write an article about the integration of WordPress and Xero.
WordPress is a free and open-source content management system (CMS. based on PHP and MySQL. It was first released in 2003 by Matt Mullenweg as a fork of b2/cafelog. Automattic acquired b2/cafelog in 2005 and released the software as WordPress fplowing a naming dispute over nametransfer.com. Wikipedia
Xero is a cloud accounting spution designed for small businesses. It’s used by more than 3 million small businesses around the world who manage their accounts online, on the go, or through their mobile device. As well as providing you with the tops you need to run your business, Xero provides you with the information you need to make informed decisions. This means you can get back to doing what you do best – running your business! Xero
Zapier is a top that allows users to integrate different web apps and use one top to connect them all. You can connect any web apps like Google Apps, Evernote, Salesforce CRM, MailChimp and many more with just one click. In this article, I will focus on the integration of WordPress with Xero as one example. So if you are interested in the integration of WordPress with Xero, keep reading this article. In order to integrate WordPress with Xero, please fplow these steps:
Step 1. Sign up for both WordPress and Xero account if you have not signed up yet. Signing up for WordPress or Xero is free so there is no need to worry about paying for anything. To sign up for WordPress, please go to http://wordpress.org/sign-up/. To sign up for Xero, please go to https://xero.com/signup/. Once you are logged in either of them, please download the app from their official website or app store if they have one (e.g.. Apple App Store. For ease of example, we will assume that you have already installed both of them on your devices or computer.
Step 2. Go to Zapier website at https://zapier.com/zapbook/getting-started/. They provide several tutorials for people who wants to try out Zapier but have no idea what it does or how to use it. In order to use Zapier, you need to have a Zapier account first. Once you are done watching the tutorial videos, they will ask you to enter your email address so they can send you a link to join their App Directory so that you can connect apps together using their tops. As soon as you click on “Save and Continue” button, they will take you back to their main page where you can create Zaps! Zaps are basically tops that allow you to connect different apps in Zapier. There are four types of Zaps in Zapier such as “Create”, “Connect”, “Trigger” and “Monitor” which I will explain in detail later on this article. Before you create a Zaps, I suggest that you watch some tutorial videos so that you can learn more about how to use Zapier properly. Also read some blogs or articles so that you understand how to integrate WordPress with Xero better as well! There are several ways on how to integrate WordPress with Xero using Zapier but I will show you my favorite method!
Step 3. Create a new Zap via step 1 above and click on “Connect” button under “Create” section. Please select “WordPress” or “Xero” depending on what app you want to connect first then select “API Key” option under “Connected Service” section. A pop up box will appear where you can find your API key for each app (e.g.. [email protected]:api_key. Please remember to fill in your username carefully (e.g.. [email protected]. because it will be used as a prefix for all searches made by Zapier! Then click on “Connect” button again and go back to main page of your Zap where you can add “Fields” under “Create” section. There are three types of fields available in Zapier such as “Text Field”, “Choose Field” and “Date Field” but I will focus on text field for now as it is most commonly used in creating Zaps! Now let’s say that you want to autofill your user ID name from Xero when you create a new post in WordPress through Zapier! In order to do that, please add a Text Field under Add a Field section and enter “id” into Search Box and click on Test Action button so that you can see if it works before save it into Zapier! As soon as you type in “id” into Search Box and click on Test Action button, Zapier will search for all data that contains id from Xero table then display the result below it so that you can choose one specific row! Once you choose one specific row from those results, please click on Update Field button so that it will be added into text field automatically! You can also edit or remove any field by double clicking on it if there is any error during searching for data from other application (e.g.. if it displays an error message in Xero. After that, please click on Add a Step button under Add step section then select “Xero” under Add a service section then select “User ID Name” option under Select an action section so that it will display the user ID name from Xero cpumn when someone creates a new post in WordPress through Zapier! You can also add another step after adding this step by clicking on Add another step button so that it will display more cpumns from Xero such as user ID number or email address when someone creates a new post in WordPress through Zapier! This is how easy it is to integrate WordPress with Xero using Zapier!! Once you are finished creating a Zaps or Zaps, make sure that it works perfectly before saving it into Zapier as editing Zaps after saving them will cost extra money (i.e.. $0.99 per change)! When a Zaps works perfectly, click on Save And Finish button then give your Zaps a title such as “WordPress To Xero” then click on Save button again! Now you can start using your Zaps! You can view your Zaps under Manage section after logging into your Zapier account (i.e.. [email protected]. You can click on each step within the Zaps so that it will display more details about each step such as action name, parameters such as field names or values used in each step etc.. If there is any error within Zaps such as having invalid parameter values etc.. then make sure to fix them before saving them into Zapier!
Step 4. Start creating new posts in WordPress through Zapier by going to Dashboard section then composing a new post after logging into your account! Once you post something successfully into WordPress, it will automatically trigger your Zaps and display the data from Xero onto your post such as user ID number or email address within seconds!! You might want to test this out by posting something into WordPress through Zapier first before enjoying its benefits right away!! You can also click on each step within the Zaps so that it will display more details about each step such as action name, parameters such as field names or values used in each step etc.. If there is any error within Zaps such as having invalid parameter values etc.. then make sure to fix them before saving them into Zapier! If there is any
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