Xero

Xero Integrations

  • Create Xero invoices from new Stripe charges

    Automatically created paid invoices in Xero when your Stripe customers are charged with this Stripe Xero integration. After you set up this integration, every time there is a new Stripe charge, a new Xero invoice is created. It's automatic accounting at its best.

    How It Works

    1. A Stripe charge is created
    2. Zapier creates a new Xero invoice

    What You Need

    • Stripe account
    • Xero account
  • Create new Xero invoices for new PayPal sales

    You collect payments with PayPal and manage your books with Xero. Use this PayPal Xero integration to make the two systems work in harmony - each time you make a sale with PayPal, an invoice will be automatically created in Xero.

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

    How It Works

    1. A new sales is made through PayPal
    2. Zapier creates a new Xero invoice from this order

    What You Need

    • PayPal account
    • Xero account with rights to read/write invoices
  • Create Xero invoices when Pipedrive deals reach certain stages

    Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.

    How this Pipedrive-Xero integration works

    1. A new deal is moved to a stage on a Pipedrive pipeline
    2. Zapier automatically creates a new invoice for it on Xero

    Apps involved

    • Pipedrive
    • Xero
  • Get Slack alert messages for new Xero invoices

    Keep close tabs on invoice activity by sending invoice alerts straight to your Slack channel. This Xero Slack integration will alert you when new invoices are created in Xero without the hassle of having to constantly check Xero.

    Note: This Zapier integration doesn't share already existing Xero invoices to Slack, only new ones after you've set it up.

    How It Works

    1. A new invoice is created in Xero
    2. Zapier shares that entry to a chosen Slack channel

    What You Need

    • Xero account
    • Slack account
  • Create new Xero invoices for new WooCommerce orders

    You manage your online store with WooCommerce and your books with Xero. Use this WooCommerce Xero integration to make the two systems work in harmony - each time you make a sale with WooCommerce, an invoice will be automatically created in Xero.

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

    How It Works

    1. A new order is made through your WooCommerce store
    2. Zapier creates a new Xero invoice from this order

    What You Need

  • Add new MailChimp subscribers from new contacts in Xero

    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
  • Send Gmail messages when new payments are received in Xero

    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
  • Save new Xero invoices to a Google Sheets spreadsheet

    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
  • Add new Zoho CRM contacts to Xero

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

    *Note: This Zapier automation doesn't create Xero contacts from current Zoho CRM contacts, only new ones after you've set it up.

    How It Works

    1. A new contact is added in Zoho CRM
    2. Zapier adds this contact to Xero

    What You Need

    • Zoho CRM account
    • Xero account
  • Add new Infusionsoft invoices to Xero as invoices

    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
  • Get a summary of new payments from Xero delivered to you via Slack daily, weekly or monthly

    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
  • Get a digest of new Xero sales invoices sent to your Gmail on a daily, weekly, or monthly schedule

    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
  • Create Xero invoices from Shopify orders

    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
  • Add new Infusionsoft tagged contacts to Xero

    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
  • Create Xero invoices from new Google Sheets rows

    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
  • Add new Xero contacts to ActiveCampaign

    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
  • Create Xero invoices for new Shopify paid orders

    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
  • Create Xero invoices for new Google Calendar events

    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
  • Send new invoices from Zoho Invoice to Xero

    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
  • Create new Xero invoices from Avaza invoices

    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
  • Create Xero invoices from new Amazon Seller Central orders

    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
  • Add new Xero bills to Google Calendar as events

    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
  • Copy new FreshBooks invoices into Xero

    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
  • Create Xero contacts from new Gravity Forms submissions

    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
  • Create Xero invoices from new Gravity Forms entries

    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

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Xero Integration Details
Premium

Launched on Zapier April 12, 2012

Use Xero with Zapier to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Zapier can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.

Here are some creative ways to use Xero with Zapier:

  • Save hours by putting invoice creation on autopilot. Use Zapier to create Xero invoices when new payments are received in Stripe or PayPal or when leads reach a particular stage in Pipedrive.
  • Help your team stay in the loop by sending a monthly, weekly, or daily digest of Xero sales invoices through Gmail or Slack.
  • Use Zapier to connect Typeform, Google Forms, or other form apps to Xero, and automatically create contacts when someone submits a form entry.

Zapier combines Triggers (like "New Bill") and Actions (like "Create Sales Invoice") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Xero Triggers, Searches, and Actions are supported by Zapier:

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Create/Update Contact

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

Create Bill

Creates a new bill (Accounts Payable).

Create Payment

Applies a payment to an invoice.

Create Purchase Order

Creates a new purchase order for a contact.

Create Credit Note

Creates a new credit note for a contact.

New Bill

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

New Sales Invoice

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

New Contact

Triggered when you add a new contact.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

New Payment

Triggered when you receive a new payment.

Find Contact

Finds an existing contact by Name or Account Number.

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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.