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

Mapping

Steps for mapping from the field with Stripe fields

Finish setting up

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

Mapping

Steps for mapping from the field with Stripe fields

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

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.