Xero Integrations

If you're not adding your accounting software customers to your email marketing lists, you might be missing out on potential customer connections. This Xero MailChimp integration will get these apps talking, leaving you more time for business. Every time a new contact is added to Xero, they will be subscribed to a MailChimp list.

Note: This Zapier automation doesn't add previous Xero contacts to MailChimp, only new contacts after you've set it up.

How It Works

1. A new contact is added to Xero
2. Zapier subscribes this contact to a designated MailChimp list

What You Need

• Xero account
• MailChimp account with an email list

Want to keep certain stakeholders in the loop about payments? Or your entire team? This integration will automatically send Gmail messages to certain recipients whenever new payments are received in Xero. That way, essential team communication is taken care of for you.

How this Xero-Gmail integration works

1. A new payment is received in Xero
2. Zapier sends a Gmail message with details from the payment

Apps involved

• Xero
• Gmail

Collaborating with clients and the team in real time can be a challenge with accounting software. With this Xero Google Sheets integration, you can save new Xero invoices to a Google Sheets spreadsheet and make it easier to share updates with a team.

Note: This Zapier automation doesn't save previous invoices to Google Sheets, only new invoices after you've set it up.

How It Works

1. A new invoice is created in Xero
2. Zapier saves this invoice as a row in Google Sheets

What You Need

• Xero account with rights to read/write invoices
• Google account

If you're managing customers and prospects in Infusionsoft, but prefer to keep your books in Xero, this Infusionsoft Xero integration is for you. Each time a new invoice is created in Infusionsoft, an invoice will be created in Xero.

Note: This Zapier integration doesn't create invoices from previous Infusionsoft invoices, only new ones after you've set it up.

How It Works

1. A new invoice is created in Infusionsoft
2. Zapier creates a new Xero invoice from the Infusionsoft invoice

What You Need

• Infusionsoft account with rights to read/write invoices
• Xero account with rights to read/write invoices

Never let new payments slip through the cracks. With this integration, Zapier collects new payments from Xero and delivers them in a clean and simple summary to the place you actually hang out - Slack. Delivered just to you, this is the safety net you've been looking for.

How this Xero-Digest-Slack integration works

1. A new payment is created in Xero
2. Zapier adds the new payment to Digest
3. Zapier delivers this digest to a direct message in Slack

Apps involved

• Xero
• Digest by Zapier
• Slack

When you create a new Xero invoice, you're busy tracking down a sale. Keep track after every potential sale with this workflow. After you set it up, you will receive a summary of new Xero invoices created today, this week, or this month.

How this Xero-Digest by Zapier-Gmail integration works

1. A new Xero invoice is created
2. Zapier's Digest app stores a running log of those new boxes
3. At a time you set, your digest is sent via Gmail

Apps involved

• Xero
• Digest by Zapier
• Gmail

Sellers use Shopify to build powerful online stores, and Xero to streamline customer payments. Together, they're even more useful. This Zap uses Shopify order information to create new Xero invoices, so you can stay on top of your cash flow.

How It Works

1. Someone places a new order in your Shopify store
2. Zapier creates a new Xero invoice with the information from the Shopify order

What You Need

• A Shopify account
• A Xero account

Keep your contacts updated without spending hours copying and pasting. With this Infusionsoft Xero integration, every time a new contact is tagged in Infusionsoft, a new contact is created in Xero.

Note: This Zapier automation doesn't create Xero contacts from currently tagged Infusionsoft contacts, only new ones after you've set it up.

How It Works

1. A new contact is tagged in Infusionsoft
2. Zapier adds this contact to Xero

What You Need

• Infusionsoft account
• Xero account

Collaborating with clients and the team in real time can be a challenge with accounting software. With this Google Sheets Xero integration, you can create Xero invoices from a Google Sheets spreadsheet and make it easier to share updates with a team.

Note: This Zapier automation doesn't create invoices from previous rows in Google Sheets, only new ones after you've set it up.

How It Works

1. A new invoice row is added to a designated Google Sheets worksheet
2. Zapier creates an invoice in Xero from this row

What You Need

• Google account with a Google Sheets worksheet
• Xero account with rights to read/write invoices

Keep your ActiveCampaign contacts fresh with this Xero ActiveCampaign integration. Every time a new contact is added to Xero, they will be added to ActiveCampaign, too.

Note: This Zapier automation doesn't add previous Xero contacts to ActiveCampaign, only new contacts after you've set it up.

How It Works

1. A new contact is added to Xero
2. Zapier adds this contact to ActiveCampaign

What You Need

• Xero account
• ActiveCampaign account

Instead of manually copying and pasting data to create a new invoice in Xero every time a new order is placed on Shopify, use Zapier to create new invoices for you. Once you integrate these two applications, from that point forward, new orders on Shopify will automatically have new invoices in Xero.

Note: This Zapier integration doesn't import already existing orders to invoices in Xero, only new orders that have been placed after you've set it up.

How It Works

1. A new order is placed in Shopify
2. Zapier creates a new invoice in Xero

What You Need

• Shopify account
• Xero account

The events you add to a calendar are what you need to invoice; get paperwork taken care of as you focus on the scheduling. Once this Google Calendar-Xero integration is active, any new event you add to your chosen Google Calendar will automatically trigger the creation of a new invoice on Xero, filling in the event's details.

How It Works

1. A new event is created on Google Calendar
2. Zapier automatically adds a new invoice on Xero

What You Need

• Google Calendar account
• Xero account

Trying to keep track of all your account on Xero? One thing you don't need to do for that is enter invoices from Zoho Invoice manually—let this Zap take care of it for you! Set it up and from then on any new invoice on Zoho will create a counterpart on Xero, keeping all your information together so that you can get an accurate big picture of your business at any time.

How It Works

1. A new invoice is created on Zoho Invoice
2. Zapier automatically creates an invoice on Xero

What You Need

• Zoho Invoice account
• Xero account

Professionals like you use Avaza to boost productivity by streamlining task management, time & expense tracking and invoicing, but accounting and tax needs still go through Xero. Setting up this automation will save you time adding newly sent invoices in Avaza as new invoices on Xero as well.

How It Works

1. An invoice is sent in Avaza
2. Zapier adds that invoice to Xero as a new invoice

What You Need

• Avaza account
• Xero account

If you have lots of Amazon Seller Central orders you can easily fall behind adding new Xero invoices. Once you set up this integration, Zapier will create new Xero invoices when you have a new order in Amazon Seller Central. Xero will always be up to date without you needing to spend significant time invoicing.

How this Amazon Seller Central-Xero integration works

1. A new order is placed in Amazon Seller Central
2. Zapier creates a Xero invoice

Apps involved

• Amazon Seller Central
• Xero

How this Xero-Google Calendar integration works

1. A new bill is created in Xero
2. Zapier adds an event to Google Calendar

Apps involved

• Xero
• Google Calendar

Using two apps for your accounting doesn't have to mean double the work. Set up this automation, and Zapier can file everything for you automatically: Whenever you send out new invoice in FreshBooks, we'll also copy the information into Xero as an approved invoice for a sales account. The resulting invoice on Xero will be a summary of any Freshbooks line items, line and amount equal to the total.

To copy new payments from Freshbooks into your Xero invoices created with this Zap, please set up this automation as well.

How this FreshBooks-Xero integration works

1. A new invoice is sent to a client on FreshBooks
2. Zapier will automatically create an approved invoice on Xero to match it

Apps involved

• FreshBooks
• Xero

Your book-keeping deserves to have the latest contacts, too. Keep them coming without any effort by setting up this Gravity Forms-Xero integration. It will then capture every incoming Gravity Form submission, automatically creating a new contact on Xero for each one you receive.

How It Works

1. A new submission is received on Gravity Forms
2. Zapier automatically creates a new contact on Xero

What You Need

• Gravity Forms account
• Xero account

Close the gap between placing an order and generating an invoice with this Gravity Forms Xero integration. Every time a Gravity Forms entry is submitted, a new invoice is created in Xero.

Note: This Zapier integration doesn't create invoices from previous Gravity Forms entries, only new entries after you've set it up.

How It Works

1. A new Gravity Forms entry is submitted
2. Zapier creates an invoice in Xero from this entry

What You Need

• Gravity Forms plugin
• Graivty Forms Zapier plugin
• Xero account with rights to read/write invoices

Feeling like you're always hitting speed bumps when it comes to your paperwork? Use some this Braintree Xero integration to prepare the your daily items so they're ready as soon as you need them! This Zap will trigger for every new transaction on Braintree and automatically create a new invoice on Xero with the data, making sure your billing never lags behind your sales.

How It Works

1. A new transaction is recorded on Braintree
2. Zapier automatically adds a new invoice to Xero

What You Need

• Braintree account
• Xero account