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Zapier makes it easy to integrate Xero with Zoho Invoice - no code necessary. See how you can get setup in minutes.
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Xero
Xero
1. Choose trigger event
Zoho Invoice
Zoho Invoice
2. Choose action
1. Select the event
Setup
Test
Xero
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Bank Transaction" from Xero.
Add your action
An action happens after the trigger—such as "Create Contact Person" in Zoho Invoice.
You’re connected!
Zapier seamlessly connects Xero and Zoho Invoice, automating your workflow.
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.
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Customer Name
Customer ID
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item Name
Required
Line Item Rate
Required
Line Item Quantity
Required
Line Item Description
Line Item Discount
Tax Rate
Tax ID
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Payment Gateway
Paypal Payment Method
Associate Primary Contact Persons to Invoice
Email Invoice to Customer
Mark Invoice as Sent
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Retainer Invoice Number
Customer Name
Required
Retainer Invoice Date
Required
Description
Required
Rate
Required
Retainer Invoice Notes
Retainer Invoice Terms
Send Retainer Invoice Only to Primary Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Customer Name
Required
Invoice Number
Required
Invoice Date
Due Date
Order Number
Payment Terms
Line Item Name
Required
Line Item Rate
Required
Line Item Quantity
Required
Line Item Description
Line Item Discount
Tax Rate
HSN or SAC
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Reason
Required
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Send Invoice Only to Primary Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Xero and Zoho Invoice with AI agents and code
Beyond Zap workflows. Call Xero and Zoho Invoice actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Xero and Zoho Invoice actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Items to Existing Sales Invoice
Create Contact Person
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Xero and Zoho Invoice
Sync new Xero payments to Zoho Invoice.
Whenever a new payment is recorded in Xero, Zapier ensures the matching invoice is updated in Zoho Invoice. This eliminates manual data entry and ensures your financial records match across platforms in real-time.
Notify IT in Slack when a new Xero employee is created.
When a new employee is added to Xero (exclusively for Australian Instances), Zapier sends a notification to your IT team's Slack channel. This ensures the team can promptly set up accounts and access permissions, reducing onboarding delays.
When a new project is created in Zoho Invoice, Zapier automatically generates a corresponding invoice in Xero. This helps marketing teams accurately capture project costs and streamline client billing processes.
Learn how to automate Zoho Invoice on the Zapier blog
Make work flow with AI
Level up your Xero to Zoho Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Xero + Zoho Invoice integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and Zoho Invoice
How do I integrate Xero with Zoho Invoice?
To integrate Xero with Zoho Invoice, you can use our platform to set up a workflow where specific triggers in one app cause actions in the other. You need to authenticate both your Xero and Zoho accounts, and then select a trigger from one app (like 'New Invoice' in Zoho) that will result in an action (like 'Create Contact') in the other app.
What triggers should I use for syncing my contacts between Xero and Zoho Invoice?
When syncing contacts between Xero and Zoho Invoice, typical triggers include 'New Contact' or 'Updated Contact'. These can initiate actions such as 'Add/Update Contact' on the connected platform to ensure information is consistent across both systems.
Can I automatically create an invoice in Zoho when a new payment is recorded in Xero?
Yes, you can automate invoice creation by setting up a trigger for 'New Payment' or 'Payment Received' in Xero which then leads to an action of 'Create Invoice' in Zoho Invoice.
Is it possible to update items in Zoho Invoice when changes are made in Xero?
We allow you to set up workflows that update item details. By using triggers like 'Item Updated' in Xero, corresponding item records can be updated automatically within Zoho Invoice.
How are errors handled during the integration process between Xero and Zoho Invoice?
During integration, if any errors occur due to issues like mismatched data formats or missing fields, these are logged with detailed information. Our system often provides alerts or notifications regarding such errors so they can be addressed swiftly.
Can existing invoices be synchronized from Xero to Zoho Invoice automatically?
While our platform primarily automates new transactions going forward, initial data import might require manual export/import operations. Subsequent changes and new invoices trigger automatic updates though.
Are multi-currency invoices supported during the integration of Xero with Zoho Invoice?
Yes, multi-currency transactions are supported. However, ensure that the currency configurations match between both systems to prevent discrepancies during data transfer.
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.
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.