Update a ClicData dashboard when invoices are added to Xero
When this happensStep 1: New Sales Invoice
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
- An invoice is added on Xero
- Zapier reloads the relevant table in your ClicData account