Yes. Once Xero invoices are imported into EasyRoutes (via CSV, Zapier, or API), you can use them with EasyRoutes Workflows. For example, you could build a Workflow that automatically creates delivery routes every morning from all paid invoices and dispatches them to drivers. This saves time and ensures consistency. See: Workflows Overview
FAQ
Can I use Workflows with Xero invoices?
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People also ask
Do Workflows trigger automatically for new orders?
Yes. Workflows function on a custom scheduling basis that can be adjusted at any time. Any new Shopify orders received prior to the scheduling cut-off will be included in auto-generated routes. A common Workflow is set up to automatically generate routes with new Shopify orders matching certain filters criteria. This ensures your team can start deliveries without manual intervention.
How do I import Xero invoices into EasyRoutes?
Export invoices from Xero as a CSV, then upload them into EasyRoutes.
Do I need coding skills to use Workflows?
No coding is required. EasyRoutes Workflows use a simple “if-this-then-that” style interface where you choose triggers and actions from a menu. This makes Workflows easy to set up without developer knowledge.
How can Workflows automate my delivery operations?
Workflows save time and reduce errors by automating routine steps, like creating routes with new orders on delivery days, or auto-dispatching routes to assigned drivers, all based on custom scheduling that works for your business. This keeps operations efficient and customers informed.
Can I use EasyRoutes Workflows for BigCommerce orders?
Yes. Imported BigCommerce orders can trigger Workflows inside EasyRoutes.
Can I route imported orders alongside Shopify orders?
Yes. Import external orders via CSV, API, or Zapier, or add custom stops manually. These orders can then be planned together alongside any Shopify orders in one route.
Can I send notifications for imported or manual stops?
Yes. Enable templates for Imported/Manual stops in EasyRoutes Customer Notifications settings, and include an email and or phone number on the stop.
Are tracking links synced back to Shopify orders?
Yes. When you fulfill via EasyRoutes, we attach a tracking link to the Shopify order’s fulfillment so customers can follow their order's status online.
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