How do I log a payment as an activity for People records using Xero?

To duplicate the steps in this article, you will need a trial, professional or business ProsperWorks account

 

At this time, the only way to integrate with Xero is to integrate with Zapier, a third party tool. To use Xero with Zapier, you will need a premium or trial Xero account. If you are interested in ProsperWorks creating a Xero integration, please submit a feature request here.

 

Here is a link from Zapier showing what automation you can create between Xero and ProsperWorks: 

https://zapier.com/zapbook/prosperworks/xero

 

What follows are steps to show how to log a payment as an activity using Xero.

 

How to log a payment as an activity for People records (not leads) using Xero:

 

Start a free Zapier trial from https://zapier.com

 

 

Make a custom Activity type called "Xero payment" in ProsperWorks by going to settings -> activity types.

 

 

Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page.

 

Log into Zapier and make a Zap

Search for Xero

 

 

Select "New payment"

 

Connect your Xero account by clicking "Connect a New Account" and signing into Xero

Select your Payment type

Go into Xero and make a dummy/test payment for an existing ProsperWorks customer in your ProsperWorks account so Xero can fetch it. This will only work if the email address in the Xero payment matches the email address in the People record in ProsperWorks.

 

 

Select "view your payment" to see what payment it recorded. The goal is to take this payment and have it reflect in your ProsperWorks account.

 

 

Make sure the email was passed through and that it matches an existing email address for a person (not a lead) in ProsperWorks.

 

For Action 2, instead of choosing an Action App, you will scroll down in the page and add a Webhook. Find the Webhooks image and select it.

 

After you select "Webhooks," click "show less common options" in blue

 

 

Select "Custom Request" and click "Save + Continue"

 

What we are going to do is a little complicated. As long as you copy/paste the text below into your page just like the completed image shows(you can zoom in on the image with your browser), you can make this work! There is text below the completed image you can use to copy/paste in. What is this step for? We are going to use the email address from the Xero payment to find the user ID in ProsperWorks.

 

Completed image (zoom in to your page to see more detail):

 

 

Fill out "Set up Webhooks by Zapier Custom Request" by copying/pasting the text below so it matches the image.

 

 

Method:

POST

 

URL:

https://api.prosperworks.com/developer_api/v1/people/fetch_by_email

Data:

{"email": "do not copy text here, replace this text with the email address from action 1"}

 

Click  to add the email address from the Xero payment