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Zapier makes it easy to integrate Smartsheet with Xero - no code necessary. See how you can get setup in minutes.
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Smartsheet
Smartsheet
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Smartsheet
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Reports" 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.
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
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 Smartsheet and Xero with AI agents and code
Beyond Zap workflows. Call Smartsheet 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 Smartsheet and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Workspace
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 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.
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.
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.
Learn how to automate Smartsheet on the Zapier blog
Learn how to automate Xero on the Zapier blog
Make work flow with AI
Level up your Smartsheet 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 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.
About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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.
