Skip to content

Connect Microsoft Outlook and Xero to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

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

How Zapier works

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

100%
Help
Microsoft Outlook logo
Microsoft Outlook
Microsoft Outlook logo
Microsoft Outlook
1. Choose trigger event
Xero logo
Xero
Xero logo
Xero
2. Choose action
Microsoft Outlook logo
1. Select the event
Setup
Test
Microsoft Outlook logo
Microsoft Outlook
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.

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 Microsoft Outlook and Xero, automating your workflow.

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

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Microsoft Outlook to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Microsoft Outlook + Xero integrations

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

How can I connect Microsoft Outlook to Xero using Zapier?

To connect Microsoft Outlook to Xero, you can set up a 'Zap' through our platform. You'll need to authenticate both your Microsoft Outlook and Xero accounts within Zapier, then choose the appropriate trigger from Microsoft Outlook, such as 'New Email' or 'New Calendar Event', and an action in Xero like 'Create Invoice' or 'Add a Contact'. This way, you automate transferring data between the two services.

Can I use Zapier to automatically create invoices in Xero from emails received in Microsoft Outlook?

Yes, you can automate invoice creation in Xero when an email is received in Outlook. Set up a trigger for 'New Email' on Outlook and select an action like 'Create Invoice' on Xero. You can map specific email content such as sender address or subject line to various fields within the invoice.

Is it possible to sync calendar events from Microsoft Outlook with contacts in Xero?

You can sync calendar events from Microsoft Outlook with contacts in Xero by using triggers like 'New Calendar Event' in conjunction with actions such as 'Update Contact' or 'Add Note to Contact'. Set these up via our user-friendly interface to ensure your customer data remains consistent across platforms.

What triggers are available for Microsoft Outlook when integrating with Xero through Zapier?

The available triggers for integrating Microsoft Outlook with Xero include receiving a new email, creating a new calendar event, or updating a contact. These actions can then initiate various tasks within your Xero account, such as creating invoices or updating customer records.

Are there any limitations when linking my Microsoft Outlook account with Xero via Zapier?

Certain limitations exist when linking Microsoft Outlook to Xero. For example, only basic email information might be captured unless explicitly mapped during setup. Additionally, real-time sync may not always be instant due to periodic polling cycles adopted by some apps.

How can I test if my integration between Microsoft Outlook and Xero is working properly through Zapier?

To test your integration between Microsoft Outlook and Xero, utilize the built-in testing feature within our dashboard after setting up your triggers and actions. Run through each step of the process manually first; this ensures each task performs its intended function before automating fully.

Can I customize the data mapping between incoming emails in Google Sheets and actions performed in Excel?

Practical ways you can use Microsoft Outlook and Xero

Sync new payments to Microsoft Outlook calendar events

Stay on top of your finances as a business owner by syncing new payments in Xero to Microsoft Outlook calendar events. When a new payment is recorded in Xero, Zapier can create a calendar event in Microsoft Outlook to remind you of upcoming financial reconciliations or account overviews.

Business Owner
Try it
Track overdue invoices in email

For IT professionals keeping track of team budgets or expenses, use Zapier to stay informed about overdue invoices in Xero. When an invoice is overdue, Zapier will trigger a new email notification in Microsoft Outlook, helping you monitor and act on pending payments promptly.

IT
Attach expense claims to project timelines

Project managers can link expense claims to their project timelines automatically. When a new expense claim receipt is added in Xero, Zapier will attach it as a document or note to the relevant Microsoft Outlook project calendar event, ensuring all expenses are accounted for and aligned with project phases.

Project Management

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.

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate Xero on the Zapier blog

microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Related categories
Similar apps
Gmail integrationsGmail integrations
Gmail
Email, Google
Zoho Mail integrationsZoho Mail integrations
Zoho Mail
Email, Zoho
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.
Related categories
Similar apps
QuickBooks Online integrationsQuickBooks Online integrations
QuickBooks Online
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting

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

Google Logo Sign up with Google