The aim of this video tutorial is to set up data automation so that when a new invoice is logged in Xero, it adds a financial number to your corresponding financial objective within Empiraa.

This demo assumes that you have a financial objective already built within Empiraa.

Open Zapier and set up your first zap. The trigger will be Xero and the action will be Empiraa.

Click on the trigger to expand.

Set the Xero event to be New Sales Invoice.

Add your Xero account

Under trigger, you can select the organization. You may have multiple organizations listed under your Xero account so this is where you specify. The status will be automatically awaiting payment.

Records will be pulled from your Xero account. Select the correct one you want to use.

Open the action tab. The event will be Adding to a Financial Objective in Empiraa.

Select your Empiraa account

Under action is where we specify which objective we want the data to contribute to. The objective ID can be found by opening the objective details page in Empiraa. To do this go to your myhub dashboard > click the cog next to the objective you want > view objective. On the objective details page in the URL bar there will be a number at the very end of the URL. This is your objective ID.

Select the date period you want to pull from Xero as well as the financial value.

Press continue and then test the action.

Go back to your objective in Empiraa and refresh the page. If the total value increased, then your Zap has been correctly set up!