Hi ​@GMP237,

Hi there! Welcome to the world of Smartsheet and Zapier. we're glad to have you here! You're on the right track and considering using Xero to feed your cash flow sheet data. While Xero's Zapier integration is limited, a common approach is to use the "New Bank Transaction" or "New Payment" trigger, depending on how your bank reconciliation is logged. From there, you can set up an action to add a row to Smartsheet with the balance or transaction details. You may need a workaround like a report export or API call if you want a reconciled balance. Happy to help you map it out further if you can share more about how your data is structured.

Hi

 Many thanks for your response, so basically I need a certain cell on Smartsheets to update with the reconciled bank balance once I have update the bank balance each morning. One of the issues I am getting at the moment too is that it won’t let me select the current account on Zapier. 

Hi ​@GMP237,

Updating a specific cell in Smartsheet with your reconciled bank balance each morning is a smart move. To do this with Zapier, first set up a trigger from your data source (like a financial app or spreadsheet), then use the "Find Row" action in Smartsheet to locate the correct row (for example, by account name or date). Follow it with the "Update Row" action to insert the new balance. Ensure your Smartsheet account is correctly connected in Zapier, has the correct permissions, and the target sheet is shared with that account. Test the Zap with sample data and check Zap History for any errors.

I hope this helps you set up your workflow successfully. If you have any more questions or need further assistance, feel free to ask.

​@JammerS 

Many thanks for this, I have managed to do the first step. However I am having an issue selected the reconciled bank balance from Xero. Will I potentially need to export the reconciled bank balance into Smartsheets in order for it to work? 

Hi ​@GMP237,

Great to hear you've made progress! While Zapier's Xero integration doesn't support pulling specific data like a reconciled bank balance, you have a few options. You can export the data manually from Xero to a CSV and import it into Smartsheet, then use Zapier to automate from there. Alternatively, consider generating reports in Xero or using the Xero API for more advanced setups. Watch Zapier updates, as new capabilities may make this process easier.

If you have any further questions or need more assistance, feel free to ask.

I’ve seen a few people set this up using Zapier the usual trigger is when a new bank transaction or reconciliation is updated in Xero, then pushing that data into the correct row/column in Smartsheets. You may need to experiment with whether “New Bank Transaction” or “Updated Bank Transaction” works best for your workflow. Also, make sure your Smartsheet columns are mapped correctly to the Xero fields so the balances line up in your cash flow.