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Zapier makes it easy to integrate Raisely with Xero - no code necessary. See how you can get setup in minutes.
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Raisely
Raisely
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Raisely
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign" from Raisely.
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 Raisely 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 Campaign
Triggers when a new fundraising campaign is created.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
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
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
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
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
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
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
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
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
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
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
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
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
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
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
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 Raisely and Xero with AI agents and code
Beyond Zap workflows. Call Raisely 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 Raisely and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add an Interaction
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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Practical ways you can use Raisely and Xero
Log new donations with proper accounting records.
Every time there's a new online donation in Raisely, Zapier creates a corresponding bank transaction in Xero. This reduces manual effort and ensures accurate financial tracking for fundraisers or business owners managing charity finances.
When a new person signs up through Raisely's campaigns, Zapier creates or updates the contact in Xero. This eliminates duplications and keeps your systems integrated, ensuring donor records are up-to-date for reporting and analytics.
Level up your Raisely 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 Raisely + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Raisely and Xero
How do I integrate Raisely with Xero?
To integrate Raisely with Xero, you need to use our platform to connect both applications. Simply log into your Raisely account, navigate to the integrations section, and select Xero from the list of available options. Follow the prompts to authenticate your Xero account and set up the desired triggers and actions.
What triggers are available when integrating Raisely with Xero?
When integrating Raisely with Xero, some of the triggers we provide include "New Donation" in Raisely and "New Contact" in Xero. These allow you to automatically generate actions like creating invoices or updating contact information.
Can I update a contact in Xero when a donation is made in Raisely?
Yes, you can set up a trigger for "New Donation" in Raisely that will execute an action to update or create a contact record in Xero. This ensures that your donor's information stays current across platforms.
Is it possible to automatically create an invoice in Xero from a donation received in Raisley?
Certainly! By setting up a trigger for "New Donation" in our integration platform, you can automate the creation of an invoice for each donation received in your back-end system using Xero.
What happens if there is an error during the integration process between Raisely and Xero?
If there's an error during integration, our system will notify you immediately via email or through your dashboard notifications. We'll also guide you through troubleshooting steps to resolve any issues encountered.
Can I map custom fields between Raisely and Xero during integration?
Yes, our platform allows you to map custom fields between Raisely and Xero. During the setup process, you'll have options to align fields from both systems according to your specific requirements.
How frequently does data sync occur between Raisley and Xero when integrated?
Data sync frequency depends on how you've configured the integration. You can choose real-time updates as new data becomes available or schedule periodic sync intervals depending on your operational needs.
About Raisely
Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.
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.
