Sep 12, 2024 11:57 PM
Hi Guys,
Our staff submit invoices to airtable page and Airtable generate the form with Xero id however currently Xero submission Id is empty hence please guide us how to sync the data connects with Xero.
If there is no direct connection/integration we can find with Xero and Airtable please guide steps to fix it.
Thanks
Regards,
Being
Sep 21, 2024 03:44 AM - edited Sep 21, 2024 05:47 AM
Third-party integration tools, such as Zapier or Integromat, let you connect Airtable and Xero easily so that your bills are in sync between the two. These platforms can make changes in Airtable cause acts in Xero, like creating a Xero ID when a new invoice is sent in. The Xero submission ID might not be showing up. You may need to set up a workflow in these tools to automatically pull the Xero ID into Airtable after submission. If you'd rather not use additional tools, you could also export your data from Airtable by hand and regularly. Stay a import it into Xero. Stay happy😉.
Jan 16, 2025 03:01 AM - edited Jan 16, 2025 03:02 AM
Welcome to the community.