Here’s a step-by-step guide to connecting your WordPress website to Xero in 2023:
Xero WordPress Plugin
Step 1: Create a Xero account If you don’t already have one, create an account on Xero’s website. Xero offers a range of subscription plans depending on your business needs.
Step 2: Install the Xero plugin on WordPress. Log in to your WordPress dashboard and navigate to the “Plugins” section. Search for the Xero plugin and click “Install Now”. Once the plugin has been installed, click “Activate”.
Step 3: Connect Xero and WordPress Once the plugin is activated, navigate to the “Xero” section in your WordPress dashboard. Click the “Connect to Xero” button and enter your Xero login credentials when prompted. This will authorize your WordPress website to access your Xero account.
Step 4: Configure the plugin settings After connecting your WordPress website to Xero, you can configure the plugin settings according to your business needs. You can choose which types of data to sync between the two platforms and customize the syncing frequency.
Step 5: Test the connection Once you’ve configured the plugin settings, test the connection between your WordPress website and Xero by creating the first transaction or editing an existing one in Xero. You should see the changes on your WordPress website within a few minutes.
Gravity Forms Xero Addon
Step 1: Install and activate the Gravity Forms plugin If you haven’t already done so, you will need to install and activate the Gravity Forms plugin on your WordPress website.
Step 2: Install and activate the Gravity Forms Xero add-on. The Gravity Forms Xero add-on is a separate plugin that you will need to download and activate on your WordPress website. You can download the add-on from the Gravity Forms website or install it directly from your WordPress dashboard.
Step 3: Connect Gravity Forms to Xero To connect Gravity Forms to Xero, you will need Xero API keys. You can do this by logging into your Xero account and navigating to the “API” section of your account settings. From there, you can create an API key and copy the required information.
Next, navigate to the “Forms” section of your WordPress dashboard and click on the form you want to connect to Xero. In the form editor, tap on the “Settings” tab and then the “Xero” tab.
In the Xero settings, enter your Xero API keys and select the Xero organization you want to connect to. You can also select which form fields should be mapped to which Xero fields.
Step 4: Test the connection Once you have configured the Xero settings for your form, test the connection by submitting a test form entry. Check your Xero account to make sure the transaction was created correctly.
Connect WordPress to Xero using Zapier
To connect WordPress to Xero using Zapier, follow these steps:
Step 1: Create a Zapier account If you don’t already have one, create an account on Zapier’s website. Zapier offers a range of subscription plans depending on your business needs.
Step 2: Install and activate the Zapier plugin on WordPress. Log in to your WordPress dashboard and navigate to the “Plugins” section. Search for the Zapier plugin and click “Install Now”. Once the plugin has been installed, click “Activate”.
Step 3: Create your Zap In your Zapier account, create a new Zap by clicking on the “Make a Zap!” button. Choose “WordPress” as the trigger app and select the trigger event that will activate the Zap, such as “New Post”.
Step 4: Connect WordPress and Zapier Once you’ve chosen the trigger event, follow the prompts to connect your WordPress website to Zapier. You will need to enter your WordPress login credentials and authorize Zapier to access your website.
Step 5: Connect Zapier and Xero After connecting WordPress to Zapier, select Xero as the action app for your Zap. Follow the prompts to connect your Xero account to Zapier. You will need to authorize Zapier to access your Xero account.
Step 6: Map WordPress fields to Xero fields Once you’ve connected both apps, you’ll need to map the fields from your WordPress trigger to the corresponding fields in Xero. This ensures that your WordPress website data is correctly formatted and entered into Xero.
Step 7: Test the Zap After mapping the fields, test your Zap to ensure everything works correctly. Create a new post on your WordPress website and check that the data is correctly entered into Xero.
Congratulations! You have successfully connected your WordPress website to Xero using Zapier. Now, every time a trigger event occurs on your WordPress website, the data will automatically be sent to Xero for accounting purposes.
Congratulations! You’ve successfully connected your WordPress website to Xero. You can now manage your accounting data directly from your WordPress dashboard and streamline your business operations.