CRM to Xero Automated Invoicing and Contact Sync (Make.com)

1. **Create a New Scenario**: Log into Make.com, click 'Create a new scenario', and name it 'CRM to Xero: Billing Sync'. 2. **Set the Trigger**: Add the module for your CRM (e.g., HubSpot, Pipedrive, or 'Webhooks'). Select the 'Watch Records' or 'Custom Webhook' trigger. For webhooks, copy the URL provided by Make into your CRM's automation settings. 3. **Search for Existing Xero Contact**: Add the 'Xero: Search Contacts' module. Map the CRM 'Email' field to the Xero 'Email' search filter. This prevents duplicate records. 4. **Add a Router**: Place a Router after the search module to handle the 'Found' vs. 'Not Found' logic. 5. **Route 1 (Create Contact)**: Set a filter on the top path: `Contact ID does not exist`. Add the 'Xero: Create a Contact' module and map Name, Email, and Billing Address fields from the CRM. 6. **Route 2 (Update Contact)**: Set a filter on the bottom path: `Contact ID exists`. Add the 'Xero: Update a Contact' module using the ID found in Step 3 to ensure addresses are current. 7. **Merge & Create Invoice**: Add the 'Xero: Create an Invoice' module. Map the Contact ID from the previous step. Set the Status to 'Draft' or 'Submitted'. 8. **Map Line Items**: Use the 'Map' toggle for Line Items. If your CRM provides an array of products, use a 'Make.com Iterator' before the invoice module or map the array directly using the `map()` function. 9. **Format Dates**: Use `formatDate(Close Date; YYYY-MM-DD)` for the Invoice Date and Due Date to comply with Xero's API requirements. 10. **Error Handling**: Right-click the Xero modules and select 'Add error handler'. Use the 'Break' directive to store the execution and allow you to fix and retry failed syncs later.