# 💡 How to automate payment processes with Xero, Monday & Make

**URL:** https://community.make.com/t/how-to-automate-payment-processes-with-xero-monday-make/10760
**Category:** Knowledge Hub
**Tags:** make-it-happen
**Created:** [May 25, 2023, 11:26am UTC](https://community.make.com/t/how-to-automate-payment-processes-with-xero-monday-make/10760 "2023-05-25T11:26:38Z")
**Posts on this page:** 1
**Page:** 1

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### Author: ![Michaela-Inactive](https://dub1.discourse-cdn.com/flex013/user_avatar/community.make.com/michaela-inactive/32/29_2.png) [@Michaela-Inactive](https://community.make.com/u/Michaela-Inactive)
#### Post date: [May 25, 2023, 11:26am UTC](https://community.make.com/t/how-to-automate-payment-processes-with-xero-monday-make/10760/1 "2023-05-25T11:26:38Z")

</div>

> # Hey Makers 👋
> 
> 💸 💰 Managing a mountain of client payments and invoices is no easy feat, but that’s just how the sausage is made when you run a successful business. Tracking payments, drafting invoices, and managing client details come with the territory, but when you’re dealing with 2,500 payments on a daily basis, you may need a little extra help to keep things running smoothly.

  

**[Work Perfect’s](https://workperfect.io)** client was using [Xero](https://www.xero.com/) and [Monday Sales CRM](https://monday.com/crm) concurrently, but, like many businesses, they found that staying on top of both platforms separately meant too much manual work, duplicated efforts, and avoidable human error in their record keeping.

🧠 To sync the two systems, Work Perfect turned to Make to develop a solution.

Using a webhook they were able to get CRM information from Monday, and create or update accounts in Xero automatically. Then, a scheduled Make scenario would list payments on Xero every day.

The results? How about:

✅ Zero data loss  
✅ Better transparency between departments  
✅ And less admin and support needed for these vital processes.

Keep reading for the whole scoop.

**What problem were you trying to solve with your automation?**

Sync Xero with [monday.com](http://monday.com) CRM: track payments from clients, draft invoices, and manage clients from [monday.com](http://monday.com) to Xero

  
  

**Why did the problem exist?**

Duplication of work due to out-of-sync between the two systems: Time-consuming: takes time checking each customer’s payment one by one Error-prone: easy to make mistakes in copying information manually

  
  

**How did you solve the problem? What does your solution look like?**

With one click in [monday.com](http://monday.com), inside a Make webhook, the Make scenario gets the CRM information from [monday.com](http://monday.com) and creates/updates an account in Xero. A scheduled Make scenario will list payments on Xero every day. If the account matches the client on the [monday.com](http://monday.com) CRM list, the payment amount will get updated accordingly.

  

 ![MicrosoftTeams-image (13)](https://europe1.discourse-cdn.com/flex013/uploads/make/original/2X/e/ef545b9b43fa9806f247761a30f24aadc0eb0ee3.png)

_the magic running behind the scenes of the smooth processes_

  

**What did your solution achieve?**

- Connect the two systems so that information can be synchronized and kept consistent in the two systems in real-time.
- Provide payment tracking overview & great user experience for people across departments.
- Reduce manual and repetitive work.  
  

![Libin Ruan Headshot](https://europe1.discourse-cdn.com/flex013/uploads/make/original/2X/b/b37b9074b0f29d844c00e7d1305b79507dfa1964.png)

_@Libin the ‘Workflow Declutterer’_

  
  

> ### Helpful Resources
> 
> :make: [monday on Make](https://www.make.com/en/integrations/monday)  
> :make: [Xero on Make](https://www.make.com/en/integrations/xero)  
> :make: recommended reading: [How a Movie Company Uses Paperwork Automation Behind the Scenes](https://www.make.com/en/blog/paperwork-automation-success-story)