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Update a ClicData dashboard when invoices are added to Xero

  1. When this happensStep 1: New Sales Invoice

  2. Then do thisStep 2: Append Data

Keep your ClicData dashboard up-to-date with your financial reporting. Once configured, your ClicData table will reload whenever a new invoice is added to Xero automatically.

Note: This integration will use a data refresh each time it is triggered, please be aware of your allocated monthly refresh allowance.

How this Xero-ClicData integration works

  1. An invoice is added on Xero
  2. Zapier reloads the relevant table in your ClicData account

Apps involved

  • Xero
  • ClicData

Connect ClicData + Xero in Minutes

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