Xero
Google Forms + Xero Integration
Create Contacts and Invoices in Xero from Google Form submission
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is Xero?
Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps.
It allows companies to organise their information in order to provide them with more productive time spent on other business tasks such as growing their business.
Google Forms to Xero: Use Case(s)
> "Create Contact" in Xero on Google Form Submission
> "Create Invoice" in Xero on Google Form Submission
Google Forms
Create Contact/Invoice on Form Submit
Form Director
Xero
Service: Create Contact
Setup
Choose Xero from the list of apps
Name your service
Select the Service (Choose to Create Contact under services)
Click on Connect
Mapping
Steps for mapping from the field with Stripe fields
Click on setup mapping
Choose the form field
Choose the app field
Click save
Finish setting up
Save service
You are all set to create contact on your Google Form submission.
Submit the Form
Submit the Google Form
See Contact
You can see a new contact in Xero.
Service: Create Invoice
Setup
Choose Xero from the list of apps
Name your service
Select the Service (Choose to Create Invoice under services)
Click on Connect
Mapping
Steps for mapping from the field with Stripe fields
Click on setup mapping
Choose the form field
Choose the app field
Click save
Note: To map multiple Line Items, users need to use Lookup mapping and provide all required values such as description, price, or they can provide the corresponding item code created in Xero items.
Finish setting up
Save service
You are all set to create Invoice on your Google Form submission.
Submit the Form
Submit the Google Form
See Invoice List
You can see a new invoice in Xero.