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Zapier makes it easy to integrate Microsoft Office 365 with Xero - no code necessary. See how you can get setup in minutes.
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Microsoft Office 365
Microsoft Office 365
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Microsoft Office 365
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
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 Office 365 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.
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Transaction_type
Required
Contact
Required
Bank Account
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Warning_message
Credit Note ID
Required
Allocation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Reference
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Document Type
Document ID or Number
Required
Paid To
Required
Date
Currency_rate
Amount
Required
Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact (supplier)
Required
Date
Delivery_date
Order Number
Reference
Theme
Currency
Tax_type
Delivery_address
Attention
Telephone
Delivery_instructions
Attachments
Purchase Order Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Quote ID
Required
Quote Number
Status
Contact
Required
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Resource type
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search By
Required
Order ID or Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Office 365 and Xero with AI agents and code
Beyond Zap workflows. Call Microsoft Office 365 and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Office 365 and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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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
Practical ways you can use Microsoft Office 365 and Xero
Sync contact updates to accounting.
When a new contact is added to Microsoft Office 365, Zapier automatically creates or updates the contact in Xero. This ensures your client and vendor records are always synchronized between your email system and your accounting platform, reducing data discrepancies and saving administrative time.
When a new sales invoice is created in Xero, Zapier triggers Microsoft Office 365 to create a draft email or send it to a designated email address as a backup. This adds an extra layer of security, ensuring your financial records are accessible in multiple locations.
When a new expense claim is created in Xero, Zapier sends a notification to your Microsoft Office 365 email. This keeps the marketing team informed about campaign expenses in real time, helping you stay on budget and maintain oversight.
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Xero on the Zapier blog
Make work flow with AI
Level up your Microsoft Office 365 to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Office 365 + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Xero
How does the integration between Microsoft Office 365 and Xero work?
Our integration between Microsoft Office 365 and Xero allows you to automate workflows by setting up triggers and actions. For instance, when you receive a new email in Office 365, you can automatically create a new invoice in Xero.
Can I sync calendar events from Microsoft Office 365 to Xero?
While we don't directly sync calendar events from Office 365 to Xero, you can set up triggers for when a new event is created in your calendar that then create an action, like updating task details in another system that integrates with both platforms.
What kind of data can be transferred from Microsoft Office 365 to Xero?
You can transfer data such as emails, contacts, and calendar events through our integrations. This usually involves setting triggers based on specific actions within Office 365 that prompt certain responses or updates in Xero.
Is it possible to automatically send invoices from Xero when an action occurs in Microsoft Office 365?
Yes, it's possible. You can set up a trigger for specific actions or emails received in your Office 365 account that will prompt Xero to send an invoice automatically.
Are there any limitations on the type of triggers I can use between Microsoft Office 365 and Xero?
The range of triggers depends on what actions are available within your specific Office 365 setup. However, commonly used triggers include receipt of a new email, creation of a contact, or update of calendar events.
Can I update customer details in Xero based on changes made in Microsoft Office 365 contacts?
This is certainly feasible. By using our integration platform, you can create a trigger for when contact information is updated within Office 365 that will automatically update corresponding customer details in Xero.
How do we ensure the security of data transferred between Microsoft Office 365 and Xero through our platform?
We employ robust security measures, including encryption and secure data transfer protocols, ensuring that any information exchanged between Microsoft Office 365 and Xero remains secure throughout the process.
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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.
