Show invoices in Xero

Xero is a popular invoicing platform used by thousands of companies. With OneClick and your iPaaS platform of choice you can create invoices in Xero using OneClick Workflow buttons. 

With OneClick Link buttons you can easily show created invoices in Xero with a simple button click. As an example from a Pipedrive organization you can open the current organization's invoice activity in Xero, or from a Deal show the latest invoice in Xero related to that specific deal.

The following examples expect that you have made an integration with Xero already which stores the Xero customer ID in a Pipedrive Organization field, and the Xero invoice ID in a Pipedrive Deal field once an invoice has been created. Read more about how to work with Xero in these Make.com and Zapier help guides.

Show Organization invoice activity

In this example we'll open a customer's invoice activity view in Xero based on the customer's Xero ID in the OneClick Link button dynamic URL.

For this the customer's Xero ID has been stored in a Pipedrive field called "Xero ID":

Get a Xero sample URL

Next we need an example Xero URL for the invoice activity view so we can build our dynamic URL.

Open Xero and head to Contacts -> Customers. Select a sample customer and the invoice activity view opens. Copy the URL from your browser's address bar:

You will get a long URL like this:

https://go.xero.com/app/!wz58Q/contacts/contact/d79ce333-a1a4-41fa-996e-5c09e9032f3d/activity/accounting-documents?pageNumber=1&pageSize=25&searchTerm=&sortByDirection=DESC&sortByField=InvoiceDate&startDate=&endDate=&includeDeletedAndVoid=false

We don't actually need anything after activity/ so please delete the rest and you will end up with shorter URL like this:

https://go.xero.com/app/!wz58Q/contacts/contact/d79ce333-a1a4-41fa-996e-5c09e9032f3d/activity/

The part we are interested in is the customer ID between contact/ and /activity, as an example "d79ce333-a1a4-41fa-996e-5c09e9032f3d"

Create Link button with dynamic URL

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Test your Link button

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Show Deal specific invoice

In this example we'll open a Deal specific invoice in Xero based on the Xero invoice ID in the OneClick Link button dynamic URL.

For this the Xero invoice ID has been stored in a Pipedrive field called "Xero invoice ID":

Get a Xero sample URL

Next we need an example Xero URL for an invoice view so we can build our dynamic URL.

Open Xero and head to Business -> Invoices. Select a sample invoice and the invoice view opens. Copy the URL from your browser's address bar:

You will get a URL like this:

https://go.xero.com/app/!wz58Q/invoicing/edit/93be895a-7e0e-4fb9-8325-79b81a9182cc

The part we're interested in is the invoice ID after edit/, as an example "93be895a-7e0e-4fb9-8325-79b81a9182cc"

Create Link button with dynamic URL

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Test your Link button

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