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Set up your first integration
Quickly connect Microsoft Outlook to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook 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 "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.
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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
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.
ITAttach 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 ManagementSupported 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 BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
