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Square + Xero

Manage new Square customers by creating or updating contacts in Xero

Streamline your business processes by seamlessly integrating Square with Xero. Whenever a new customer registers on your Square app, this workflow creates or updates the contact in your Xero accounting software. This not only saves time but also ensures your customer information is consistently up-to-date across all platforms, allowing you to better manage your client relationships and finances.

Streamline your business processes by seamlessly integrating Square with Xero. Whenever a new customer registers on your Square app, this workflow creates or updates the contact in your Xero accounting software. This not only saves time but also ensures your customer information is consistently up-to-date across all platforms, allowing you to better manage your client relationships and finances.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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.

Related categories

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.

Related categories