Xero

Google Forms + Xero Integration

Create Contacts and Invoices in Xero from Google Form submission

How to integrate your Google Form with Xero?

You can integrate Google Forms with Xero using Form Director. Form Director enables you to connect Google Forms with Xero, allowing you to create Contacts and Invoices based on form responses.

When a user submits a Google Form, the responses are automatically sent to Xero, where Contacts and Invoices are created accordingly.

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.