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Zapier makes it easy to integrate Cloudbeds with Xero - no code necessary. See how you can get setup in minutes.

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Cloudbeds
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Cloudbeds
1. Choose trigger event
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Xero
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Xero
2. Choose action
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1. Select the event
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Cloudbeds
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Cancelled Guest" from Cloudbeds.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Cloudbeds and Xero, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Cloudbeds triggers, actions, and search
    New Cancelled Guest

    Triggers when a guest cancels their reservation.

    Trigger
    Polling
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    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Cloudbeds triggers, actions, and search
    New Transaction

    Triggers when a new transaction (credit or debit) is posted.

    Trigger
    Polling
    Try It
    • Organization
      Required
    Trigger
    Polling
    Try It

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Practical ways you can use Cloudbeds and Xero

Add new Cloudbeds transactions to Xero as bank transactions

Manage your hospitality finances efficiently. When Cloudbeds logs a new transaction (like a guest payment), Zapier creates a corresponding bank transaction in Xero. This removes manual data entry and ensures accounting records are always up to date.

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Update Xero contacts for new Cloudbeds guest records

Provide seamless customer support by keeping guest and customer information synchronized. When a new guest is created in Cloudbeds, Zapier updates the corresponding contact in Xero. Ensures your support team has the latest information, reducing response times and errors.

Customer Support Ops

Learn how to automate Xero on the Zapier blog

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Frequently Asked Questions about Cloudbeds + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cloudbeds and Xero

How do I connect my Cloudbeds account to Xero?

To connect your Cloudbeds account to Xero, you'll first need to create a Zap using our platform. In the Zap editor, choose 'Cloudbeds' as your trigger app and authenticate your account. Then, select 'Xero' as your action app and sign in to authorize access. Follow the prompts to map the data fields you wish to sync between systems.

What triggers are available for Cloudbeds in relation to Xero integration?

Currently, you can set up triggers for new bookings, modified reservations, and new payments in Cloudbeds. Once a trigger is activated, it can prompt actions like creating invoices or updating contacts in Xero automatically.

Can I sync my inventory levels from Cloudbeds to Xero?

Our integration allows you to automate inventory adjustments in Xero whenever there's a change in stock levels within Coudbeds. This helps maintain accurate product availability records across both platforms.

What kind of actions can be automated in Xero using this integration?

Once a trigger from Cloudbeds is detected, you can automate several actions in Xero such as creating invoices for new bookings or updating customer details when their reservation information changes.

How often is data synced between Cloudbeds and Xero?

Data between Cloudbeds and Xero is synced as soon as a triggering event occurs. For instance, a new booking in Cloudbeds will immediately prompt an invoice creation or update in Xero.

Is it possible to update customer contact information from Cloudbeds into Xero?

Yes, changes made to customer contact information in Cloudbeds can be set as triggers that update the respective contacts automatically within your Xero account.

What should I do if the integration between Cloudbeds and Xero isn't working properly?

If you experience issues with the integration not functioning correctly, we recommend checking your Zap history for any errors or disconnections first. Ensure that both apps are connected properly and that all fields are mapped accurately. If the problem persists, reach out for support through our help channels.

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About Cloudbeds
Cloudbeds is a hospitality management software platform with a property management system (PMS), channel manager, and booking engine.
Related categories
xero logo
About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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