Integrate Xero with Cascade

If you're monitoring and optimizing your financial and accounting data in Xero, and want to hook it to Cascade, then here it is - a very easy and quick way to integrate and track metrics. Be it the cash flow, profit margin, EBIT, expenses, accounts payable and receivable, and so on, bring every metric to the relevant measures in Cascade.

Every time the value changes in the Xero files, Cascade automatically updates those for you. This integration with Cascade is enabled through Zapier.

• A paid account in Cascade, and a 'measure' in Cascade that has Zapier chosen as the tracking type, initial and target values defined.

• Xero account with a file that has the measure's progress value (that needs to be updated in Cascade). Also, the Xero account you're connecting with must have either Standard or Advisor level rights in order to use the Xero API.

• Zapier account.

See How to Use Zapier with Cascade article to establish a connection between Cascade and Zapier.

Let's see how to set up a zap workflow with Xero:

1. Create a Zap - When you select Zapier from the measure's tracking section, a modal pop-up redirects you to Zapier. Click + Create Zap from the left navigation pane. You'll now see the Zap's builder interface. On the top-left, enter the name for your Zap.

2. Connect Xero - Search for Xero app, and choose the relevant trigger. In this article, let's set the trigger as "New Sales Invoice". Whenever a new sales invoice is created in Xero, the payment associated with the invoice should automatically be pulled into Cascade. Connect your Xero account, and choose the relevant organization from the list. Click Continue once the test trigger is successful, and Zapier establishes the connection with Xero.

3. Connect Cascade Strategy - Allow the connection to your Cascade account, and choose the Update Measure Current Value in Cascade Strategy as action. Now, select the Workspace, Plan, and the Measure to be updated. Click Next, and the connection to Cascade is established.

4. Customize Zap - Select the measure value from the list, and click Next. This is the value that you need to map to Cascade.

5. Test Zap - You'll see the values displayed which will be sent to Cascade. Click Send test to verify the connection. You can check the measure in Cascade to see if the value is updated.

6. Turn on Zap - If you need to edit anything, you can do it from here, else click Turn on Zap to finish the integration.

You've now successfully established the trigger and action. Now, with ease and no efforts from you, your values will get updated automatically in Cascade, every time there's a change in the values in the Xero files.

Go to Cascade, and in the measure that you chose Zapier as tracking, you'll see the progress updated. It might take a while to reflect the progress. 

For more help with the Xero-Zapier workflows, please search for "Xero" in Zapier Help Center.

FAQs

My test with Zapier was unsuccessful. How should I proceed?

You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.

I can't connect my Xero account.

The Xero account you're connecting with must have either Standard or Advisor level rights in order to use the Xero API, which is required for connecting with Zapier. Read-only, Invoice Only, and Cashbook Client roles don't have the ability to use the API.

There is a connection error with Zapier.

Start a new zap connection and redo the steps.

The "New Payment" trigger isn't finding all of my payments

The "New Payment" trigger will only find new payments created within the last 7 days. If you reconcile bank statements with unpaid invoices that are older than 7 days, they won't trigger your Zap.

My account keeps getting disconnected

This can happen if a second connection to Xero from the same account has taken place. If, under a separate Zapier account, you try to connect to the same organization in Xero, this will replace the previous connection. To resolve, only connect your Xero account to one Zapier account.

I've completed all the steps, and yet the Publish to Zap is disabled. Why?

Look out for  against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.