• Square logoSquare logo
  • Xero logoXero logo

Square + Xero Integrations

How to connect Square + Xero

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  • Square triggers, actions, and search
    New Appointment
    Triggers when a new appointment is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Catalog Item
    Triggers when a new catalog item is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Add Customer to Group
    Adds a customer to a group.
    Action
    Write
  • Square triggers, actions, and search
    Create Appointment
    Creates a new appointment.
    Action
    Write
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Square

    Creates a new draft invoice for an order.

    Scheduled

    Action

  • Square

    Creates an order.

    Scheduled

    Action

  • Square

    Removes a customer from a group.

    Scheduled

    Action

  • Square

    Sends an existing draft invoice.

    Scheduled

    Action

  • Square

    Updates a customer.

    Scheduled

    Action

  • Square

    Finds a customer based on email, phone number, or reference ID.

    Scheduled

    Action

  • Square

    Finds a service.

    Scheduled

    Action

  • Square

    Finds an order based on customer, fulfillment status, or order state.

    Scheduled

    Action

  • Square

    Find a customer. Optionally, create one if none are found.

    Scheduled

    Action

  • Square

    Find an order. Optionally, create one if none are found.

    Scheduled

    Action

  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Square + Xero Integrations Work

  1. Step 1: Authenticate Square and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Square Tutorials

square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn more

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xero logo
xero logo

About Xero

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.

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