When this happens...
XeroNew Invoice
Then do this...
ClicDataAppend 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
Premium
Xero is a Premium integration on Zapier.

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When this happens...
then do this!
Xero
New Bill

Triggered when you add a new bill. (Accounts Payable)

ClicData
Reload Data

Reloads a data source by deleting all rows and reloading the entire table. All data sets that can be refreshed can be reloaded from its source data.

Xero
New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

ClicData
Append Data

Appends data to a data set by adding rows to the end of the existing data set. Specify which rows to add by using filters or delta loads in the data properties.

Xero
New Contact

Triggered when you add a new contact.

ClicData
Update Data

Updates rows in a data source. This replaces specific rows in the data set from the data source. A unique key must be defined in your data set in order to use this refresh method.

Xero
New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Xero
Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Xero
New Payment

Triggered when you receive a new payment.

Xero
Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

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ClicData is a business intelligence platform that lets you centralize and organize your data in one place and publish beautiful dashboards automatically.

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.