Integrate Xero with Microsoft Office 365 to automate your work
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Zapier makes it easy to integrate Xero with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
Select a trigger from Xero
Setup an action from Microsoft Office 365
That’s it! You just connected Xero to Microsoft Office 365
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Frequently Asked Questions about Xero + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and Microsoft Office 365
How does the integration between Microsoft Office 365 and Xero work?
Our integration between Microsoft Office 365 and Xero allows you to automate workflows by setting up triggers and actions. For instance, when you receive a new email in Office 365, you can automatically create a new invoice in Xero.
Can I sync calendar events from Microsoft Office 365 to Xero?
While we don't directly sync calendar events from Office 365 to Xero, you can set up triggers for when a new event is created in your calendar that then create an action, like updating task details in another system that integrates with both platforms.
What kind of data can be transferred from Microsoft Office 365 to Xero?
You can transfer data such as emails, contacts, and calendar events through our integrations. This usually involves setting triggers based on specific actions within Office 365 that prompt certain responses or updates in Xero.
Is it possible to automatically send invoices from Xero when an action occurs in Microsoft Office 365?
Yes, it's possible. You can set up a trigger for specific actions or emails received in your Office 365 account that will prompt Xero to send an invoice automatically.
Are there any limitations on the type of triggers I can use between Microsoft Office 365 and Xero?
The range of triggers depends on what actions are available within your specific Office 365 setup. However, commonly used triggers include receipt of a new email, creation of a contact, or update of calendar events.
Can I update customer details in Xero based on changes made in Microsoft Office 365 contacts?
This is certainly feasible. By using our integration platform, you can create a trigger for when contact information is updated within Office 365 that will automatically update corresponding customer details in Xero.
How do we ensure the security of data transferred between Microsoft Office 365 and Xero through our platform?
We employ robust security measures, including encryption and secure data transfer protocols, ensuring that any information exchanged between Microsoft Office 365 and Xero remains secure throughout the process.
Connect Xero and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Connect Xero and Microsoft Office 365 to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
