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Set up your first integration
Quickly connect Smartsheet to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Smartsheet 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 Attachment" from Smartsheet.
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 Smartsheet and Xero, automating your workflow.
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Frequently Asked Questions about Smartsheet + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Smartsheet and Xero
What is required to integrate Smartsheet with Xero?
To integrate Smartsheet with Xero, you will need accounts for both Smartsheet and Xero. Additionally, authorization is required for the integration platform, allowing it to access your data in both applications. This process ensures we can trigger actions such as creating new rows in Smartsheet when a new invoice is generated in Xero.
How can we automate invoice creation in Xero from Smartsheet data?
You can automate invoice creation by setting up a trigger-action pair. When a new row is added to a certain sheet in Smartsheet, it triggers an action to create a corresponding invoice in Xero using defined data fields like amount, due date, and customer details.
Can I update existing records in Xero using data from Smartsheet?
Yes, by configuring the appropriate action in our integration platform, you can update records in Xero whenever there's an update within a specified sheet or cell in Smartsheet.
What happens if an error occurs during the integration process?
If an error occurs during the integration process between Smartsheet and Xero, we provide detailed error messages and logs. These logs help you diagnose the issue quickly so that any necessary adjustments can be made to triggers or actions.
Is it possible to synchronize contact details from Xero into Smartsheet automatically?
Yes, it's possible to sync contact details automatically from Xero into Smartsheet. By setting up an action that runs at regular intervals or when changes are detected, contact information can be kept up-to-date across platforms.
Are there any specific limitations I should be aware of when integrating these two platforms?
Some limitations might include restrictions on the number of records processed within a given time frame or constraints on supported field types for automatic updates between systems. It's important to review these limitations as part of planning your integration strategy.
Can we track payment status changes from Xero within our Smartsheet dashboard?
Absolutely! By leveraging triggers that monitor payment status changes in Xero and then updating a chart or listing in your Smartsheet dashboard accordingly, you maintain real-time visibility over financial transactions.
Practical ways you can use Smartsheet and Xero
Track payments for new invoices.
When a new invoice is created in Xero, Zapier automatically adds a record to a specific Smartsheet. This helps business owners track invoices without switching between platforms, improving visibility and ensuring financial records are up-to-date.
Business OwnerMonitor new software expenses.
When a new payment is logged in Xero for software expenses, Zapier captures the details in Smartsheet. This centralized tracking simplifies expense monitoring and helps IT teams manage budgets effectively.
ITSynchronize task data with financial records.
When a task is updated in Smartsheet, Zapier creates or updates an associated bill in Xero. This ensures accurate synchronization between project management and accounting, reducing manual data entry and errors.
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.
- Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling- Workspace NameRequired
ActionWrite- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
ActionWrite
- Choose a SheetRequired
Try ItTriggerPolling- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerInstant - Choose a SheetRequired
- RowRequired
- File AttachmentRequired
ActionWrite- Choose a SheetRequired
- Add Row to Top or Bottom
ActionWrite