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Quickly connect Cloudbeds to Xero with a Zapier template.

Our most popular template

Create contacts in Xero from new In-House reservations in Cloudbeds’ myfrontdesk
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Cloudbeds + Xero
Generate Xero sales invoices for new Cloudbeds reservations
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Cloudbeds + Xero
Create sales invoices in Xero for new transactions in Cloudbeds
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Cloudbeds + Xero

Create contacts in Xero from new In-House reservations in Cloudbeds’ myfrontdesk

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Cloudbeds + Xero

Generate Xero sales invoices for new Cloudbeds reservations

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Cloudbeds + Xero

Create sales invoices in Xero for new transactions in Cloudbeds

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Cloudbeds + Xero

How Zapier works

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

Select a trigger from Cloudbeds

A trigger is an event that starts your Zap and runs the workflow. For example, with Cloudbeds, a trigger could be "New Cancelled Guest."

A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cloudbeds to Xero

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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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.

Practical ways you can use Cloudbeds and Xero

Task prioritization workflows

Implementing systems to efficiently prioritize and assign tasks to team members based on their importance and deadlines.

Business Owner

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Ticket triaging workflow

Automating the process of categorizing and assigning customer support tickets to the right teams based on issue type and severity.

Customer Support Ops

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Resource allocation system

A workflow for effectively allocating project resources such as manpower, equipment, and timelines based on project requirements and constraints.

Project Management

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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.

triggers, actions, or triggers and actions

New Cancelled Guest
Triggers when a guest cancels their reservation.
Trigger
Polling
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New Guest
Triggers when a new guest is created.
Trigger
Polling
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New Reservation
Triggers when a new reservation is added.
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
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
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- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
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- Organization
  Required
- Project State
Trigger
Polling
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- Organization
  Required
- Status
Trigger
Polling
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- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- URL
  Required
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

New Checked-Out Guest
Triggers when a guest is checked out.
Trigger
Polling
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New In-House Guest
Triggers when a guest status is marked as in-house.
Trigger
Polling
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New Transaction
Triggers when a new transaction (credit or debit) is posted.
Trigger
Polling
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- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
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- Organization
  Required
- Status
Trigger
Polling
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- Organization
  Required
- Payment_type
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- URL
  Required
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- URL
  Required
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Email
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write

Learn how to automate Xero on the Zapier blog

About Cloudbeds

Cloudbeds is a hospitality management software platform with a property management system (PMS), channel manager, and booking engine.

Learn moreLearn more

Related categories

Scheduling & Booking

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.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

Connect Cloudbeds and Xero to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create contacts in Xero from new In-House reservations in Cloudbeds’ myfrontdesk

Generate Xero sales invoices for new Cloudbeds reservations

Create sales invoices in Xero for new transactions in Cloudbeds

Create contacts in Xero from new In-House reservations in Cloudbeds’ myfrontdesk

Generate Xero sales invoices for new Cloudbeds reservations

Create sales invoices in Xero for new transactions in Cloudbeds

How Zapier works

Select a trigger from Cloudbeds

Setup an action from Xero

That’s it! You just connected Cloudbeds to Xero

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Cloudbeds + Xero integrations

Practical ways you can use Cloudbeds and Xero

Task prioritization workflows

Ticket triaging workflow

Resource allocation system

Supported triggers and actions

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Connect Cloudbeds to Xero on the world's largest no-code automation platform