FreshBooks Classic
When this happens...
XeroNew Contact
Then do this...
FreshBooks ClassicCreate Client

How much time have you wasted adding the same customer data to multiple apps? Activate this integration and Zapier will do all of it for you from now on. The automation will trigger for each new contact you add to Xero and, in response, will create a client on Freshbooks with all the details you need for your accounting.

Stay focused on the bottom line and not manual entry, thanks to Zapier.

Notes:

Your client must be added with an email, and not just a name, for this integration to work.

If you'd only like to pass customers into Xero (and ignore contacts produced from payments like bills), use Filters to check if the "IsCustomer" field matches "True"

How this Xero-FreshBooks integration works

  1. A new contact is created on Xero
  2. Zapier adds a new client to FreshBooks

Apps involved

  • Xero
  • FreshBooks

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect FreshBooks Classic + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client

Triggers when a new client is added.

Create Project

Create a new project automatically.

New Invoice

Triggers when a new invoice is created (with line item support).

Create Client

Create a new client automatically.

New Payment

Triggers when a new payment is created.

Create Invoice

Create an invoice, and optionally send it (with line item support).

New Payment

Triggers when a new payment is created.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

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FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

Learn More

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.

See Xero Integrations