Copying Members from MemberPress to Xero with Zapier

If your website uses WordPress, the membership plugin MemberPress and Xero accounting software there is no automatic way to transfer member information from your website to Xero. When MemberPress was contacted about how to do this they recommended using Zapier, an online service that connects apps together.

So with the creation of a “Zap” when members sign up to your website their contact information is automatically copied to Xero.

Pre-requisite: To use Zapier with MemberPress you must have the MemberPress Plus or Pro plan as it is part of their Development tools.

Step 1. Sign Up to Zapier

Zapier provides a 14-day full trial once you sign up for free. After that time you must subscribe to one of their plans as Xero is one of their “Premium” platforms. Zapier plans start at US$25/month or US$240/year if paid upfront.

Step 2. Create a new Zap

Go to https://zapier.com/ and click Make a Zap!
In the “Choose a Trigger App” choose Webhooks.
In the ‘Select Webhooks by Zapier Trigger’ choose Catch Hook. Then click on Save + Continue.
On the left under “Catch Hook”, click on Set Up Webhook. Click Copy to clipboard to save the URL in clipboard.
On the WordPress admin page for your website website go to MemberPress > Developer > Webhooks. Paste the contents of clipboard into the Webhook URL text field or if you already have a Webhook click on the + button and paste it into the new text field.
Click on the Advanced link to show all the events.
By default the All Events checkbox is selected/ticked. You don’t want to trigger the event for all events so click on All Events to unselect it, then click on Member Signup Completed checkbox so that the zap is triggered only when a new member completes the signup and payment is accepted.
Scroll to the bottom of the page and click on Save Webhooks.
From MemberPress > Developer > Events select the event Member Signup Completed. Click Send Test.
If test was successful a message will be shown to the right of Send Test.
In Zapier click Continue three times, or until you get to the “Pick a Sample to Set Up Your Zap” page.
As a test was sent within MemberPress we can now click on OK, I did this.
This will then attempt to access those samples. If all went well the data will then be loaded. Click on Continue.
On the “Choose an Action App” search for “Xero”
Select Create/Update Contact. Click Save + Continue.
Select Xero account, or if this is the first time using Xero in Zapier click Connect an Account and follow the prompts.. When ready click Continue.
The “Set up Xero Contact” page is where you set how fields from MemberPress are exported to Xero. Clicking on the icon on the right of each text field will show all the options from the Catch Hook that was loaded earlier.

This is customised to your requirements but I used the following, with the values in [] from the hook:
- Name: [Data First Name] [Data Last Name]
- First Name: [Data First Name]
- Last Name: [Data Last Name]
- Email Address: [Data Email]
- Phone Number: [Data Profile Mepr Phone]
- Mobile Number: [Data Profile Mepr Mobile]
- Address Line 1: [Data Address Mepr Address One]
- Address Line 2: [Data Address Mepr Address Two]
- Address City: [Data Address Mepr Address City]
- Address Region: [Data Address Mepr Address State]
- Address Postal Code: [Data Address Mepr Address Zip]
- Address Country: [Data Address Mepr Address Country]
Click Continue.
To test that Zap works click on Send Test to Xero, or if you don’t want to do this click Skip Test.
Click Finish.
Give Zap a name like “Create Xero Contact from MemberPress”.
If you are ready for it to start working click on the OFF switch to turn it on.