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Learn to connect Bubble.io with Xero effortlessly. Follow our step-by-step guide to integrate these platforms for seamless business transactions.
Xero is a New Zealand-based software company that produces a cloud-based accounting platform for small and medium-sized businesses. It provides a user-friendly interface that allows companies to manage invoicing, bank reconciliation, bookkeeping and more. The software also includes features for payroll, inventory tracking, purchase orders, paying bills, and recording expenses. Xero provides real-time financial data, enabling businesses to have an up-to-date view of their financial position.
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Step 1: Set Up Your Bubble.io Account
Start by setting up your Bubble.io account if you haven't already done so. Visit the official Bubble.io website and then click on the 'Start Building' option to set up your account. You might need to provide some basic information like your name, email address, and password.
Step 2: Create a New Project
Once your account is set up and you're logged in, create a new project by clicking on the 'New App' button on the Dashboard. Name your new project and make sure to select 'Bubble' for the template before clicking 'Create New App.'
Step 3: Set Up Your Xero Account
Simultaneously, make sure your Xero account is set up and ready. If you do not have a Xero account yet, visit the official Xero site and click on the 'Try Xero Free for 30 Days' option to set up your account. Follow the on-screen instructions to create your account. If you have an existing Xero account, make sure you have the required credentials handy.
Step 4: Setting Up Xero OAuth2 Application
On the Xero website, navigate to the "My Apps" page found in the "Developer" section. Click on the "New App" button and fill out the necessary fields on the form. The "OAuth 2.0 redirect URI" field should be filled with your Bubble.is app's URL (https://yourappname.bubbleapps.io/api/oauth2/strategy2). Click "Create App" to finalize your OAuth2 application.
Step 5: Obtain Xero Client ID and Secret
Go to the Xero application you just created. Click on the 'Get your Client ID and Client secret' option to get your Client ID and Secret. You will need these details to integrate Xero with your Bubble app.
Step 6: Create API in Bubble.io
In your Bubble.io dashboard, click on the 'Plugins' section on the left navigation pane. In the Plugin section, click on 'Add a plugin'. Search for 'API Connector' and add it to your app. Once added, click on 'API Connector' and then 'Add another API.'
Step 7: Configure API in Bubble.io
Next, configure your API settings. The 'Authentication Type' should be 'OAuth2.' Use Authorization Code for the 'OAuth2 flow.'
Input your 'Client ID' and 'Client secret' you obtained from Xero. The 'Access Token URL' and 'Scope' should be sent to 'https://identity.xero.com/connect/token' and 'openid profile email accounting.transactions accounting.contacts', respectively.
Step 8: Define API Calls
After setting the OAuth information, now it's time to define your API calls. You can add as many as you need based on the actions you want your app to perform on Xero. For example, to retrieve or post accounting transactions, you might create GET or POST requests.
Step 9: Initialize Call
To initialize the call, click 'Initialize call.' If you're successful, you'll get a status message saying that the call was initialized.
Step 10: Testing & Implementation
Finally, make sure to test your app thoroughly to ensure everything is working correctly. If you encounter any issues, revisit the previous steps and check your configurations. Be sure your Bubble.io app can send and receive data from Xero without errors. Once everything is in order, you can start implementing your app, so it uses Xero data as desired.
These are the steps necessary to integrate Bubble.io with Xero. Do not forget that both Bubble.io and Xero terms and conditions should be reviewed carefully when carrying out this integration. Always ensure your app is in compliance with both platform's regulations.
Scenario: A small online business wants to automate its invoicing process. They use Bubble.io to build a custom website for their shop, where customers can browse and purchase their products. They want to automatically send these invoices to Xero for smooth account management and financial tracking.
Solution: Integrating Bubble.io with Xero
Online Shop Creation: The business uses Bubble.io to design an online shop which includes a shopping cart and checkout where customers provide their billing information.
Setting Up the Integration: The business owners install the Xero plugin in Bubble.io and configure it with their Xero organisation ID. They set up workflows in Bubble.io that are triggered when a purchase is made.
Invoice Creation Workflow: When a customer completes a purchase, the workflow is triggered. The customer's billing information and order details (e.g., product, quantity, price) are automatically sent to Xero using the configured Xero plugin action. A new invoice is created in Xero with the customer's details and order information.
Invoice Tracking in Xero: The business owners use Xero to monitor paid and unpaid invoices, following up with customers as necessary. They also use Xero's financial reporting features to track sales and revenue, assisting in forecasting and budgeting.
Monitoring and Analytics: The integration allows for seamless tracking of sales and invoices within Xero. The business owners can monitor their product sales, identifying the most popular products and making data-driven decisions to optimize their inventory.
Benefits:
By integrating Bubble.io with Xero, the small online business can efficiently handle invoicing and financial management, ensuring smooth accounting processes and comprehensive financial oversight.
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