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How Zapier works
Zapier makes it easy to integrate Magento with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Magento.
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 Magento 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.
- New Customer
Triggers when Magento gets a new customer.
Try ItTriggerPolling - New Order
Triggers when Magento gets a new order.
Try ItTriggerPolling - EmailRequired
- First Name
- Last Name
- Password
- Website IDRequired
- Store ID
- Group ID
- Prefix
- Suffix
- Date Of Birth
- Tax or VAT number
- Gender
- Middle Name
ActionWrite- Order StatusRequired
- Order comment
- Email
- Optionally, include comments in email
- Order Item IDRequired
- Quantity
ActionWrite
- New Order
Triggers when Magento gets a new order (with line item support).
Try ItTriggerPolling - New Sales Order Credit Memo
Triggers when Magento gets a new sales order credit memo.
Try ItTriggerPolling - Order Increment IDRequired
- Order Status
- Order comment
- Notification Flag
ActionWrite- OrganizationRequired
Try ItTriggerPolling
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Frequently Asked Questions about Magento + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Magento and Xero
Can Magento be integrated with Xero for automatic updates?
Yes, integrating Magento with Xero allows for automatic updates. Specifically, when a new order is placed in Magento, it can trigger the creation of an invoice or contact in Xero.
What types of triggers are available when integrating Magento with Xero?
Common triggers include new orders or customer account creations in Magento. These can prompt actions such as creating invoices, updating contacts, or posting payments in your Xero account.
Is it possible to create invoices in Xero automatically from Magento orders?
Absolutely. When you receive a new order in your Magento store, it can automatically trigger the creation of an invoice in Xero, ensuring seamless accounting and order management.
How do payment updates work with this integration?
When a payment is processed and marked complete in Magento, it can trigger an update in Xero by marking the corresponding invoice as paid.
Can customer information be shared between Magento and Xero?
Yes, customer data such as contact information can be synced. For example, when a new customer registers on your Magento site, their details can be automatically added to your contacts list in Xero.
Are inventory levels synced between Magento and Xero?
Inventory levels aren't directly synced through standard triggers but order fulfillment actions can update inventory counts if set up appropriately.
What happens if there’s a syncing error between the two platforms?
If there's a syncing error, we provide notifications detailing the issue so that necessary adjustments can be made promptly. This ensures consistent data accuracy across both platforms.