Docy Child

How to set up Xero integration?

Estimated reading: 2 minutes 244 views

Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

When you’re ready, let’s get started.

Instructions

Step 1. Log in to your Zapier account. And then click the Make a Zap! button.

Step 2. Let’s search and select Xero as our trigger app. Next, check New Post as our trigger action. Then click Save + Continue button.

Step 3. Let’s link your Xero account.

Select Choose Account. Click Connect an Account button. Enter your Email and Password. Then click the Log In button. Then click Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click Fetch & Continue button. Lastly the Continue button.

Step 5. Let’s set up our Action app.

Let’s search and choose Cellcast. Next select Send SMS as our action. Then click Save + Continue button.

Step 6. Let’s add your Cellcast account.

Click Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast account to be linked together.

Type in your Cellcast username and API key. Click the Test button to check if it was successful. Then click Save + Continue button.

Step 7. Let’s set up our Create Contact template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Xero contacts etc…)

Set the contacts First Name, Last Name, Email, Phone, Etc... to their corresponding fields from Xero.

Then click Continue button.

Step 8. Let’s finish up everything.

Click Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

We hope this tutorial was helpful!

If you need further assistance, you can reach our customer support team on (03) 8560 7025, get on Livechat, or send us an email at support@cellcast.com.au

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