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Zapier makes it easy to integrate Invoice Ninja with Xero - no code necessary. See how you can get setup in minutes.

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Invoice Ninja
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Invoice Ninja
1. Choose trigger event
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Xero
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Xero
2. Choose action
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1. Select the event
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Invoice Ninja
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Invoice Ninja.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Invoice Ninja and Xero, 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.

  • Invoice Ninja triggers, actions, and search
    New Client

    Triggers when a new client is added.

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Practical ways you can use Invoice Ninja and Xero

Sync payments from Invoice Ninja to Xero

When a new payment is registered in Invoice Ninja, Zapier automatically creates a corresponding payment in Xero. This eliminates manual data entry, reduces errors in financial records, and saves time, ensuring more accurate bookkeeping.

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Track new Invoice Ninja clients in Xero

When a new client is created in Invoice Ninja, Zapier automatically adds the client as a new contact in Xero. This ensures your client data remains consistent across platforms, saving time and preventing inaccuracies.

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Frequently Asked Questions about Invoice Ninja + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Invoice Ninja and Xero

What is the process to start integrating Invoice Ninja with Xero?

To begin integrating Invoice Ninja with Xero, you'll first need to connect both apps through our platform. This involves selecting Invoice Ninja and Xero from our list of supported applications and setting up your account details for each. Once linked, you can set specific triggers from Invoice Ninja that will automatically initiate actions in Xero.

How can I automatically create an invoice in Xero when a new invoice is created in Invoice Ninja?

You can set up a workflow where the trigger is 'New Invoice' in Invoice Ninja, and the action is 'Create Invoice' in Xero. This means every time a new invoice is generated in Invoice Ninja, it will be mirrored as an invoice creation task in your Xero account.

Can I sync customer data between Invoice Ninja and Xero automatically?

Yes, syncing customer data between both platforms is possible. Set a trigger for 'New Client' or 'Updated Client' in Invoice Ninja and map these to 'Create or Update Contact' actions within Xero, ensuring both systems maintain consistent client records.

What triggers are available when integrating Invoice Ninja with Xero?

We offer several triggers like 'New Payment', 'New Quote', and 'Invoice Overdue', which can be configured to execute actions such as updating accounts or sending reminders within your Xero account.

Are there any limitations when syncing data between Invoice Ninja and Xero?

While most syncing functions work seamlessly, some complex data sets might require additional mapping. For example, multi-currency transactions might need manual adjustments on initial setup to ensure accurate currency conversion.

How often does the integration sync data between the two platforms?

Data sync frequency depends on how you set up the triggers. Typically, workflows are designed to initiate actions immediately once a trigger event occurs in either application. However, you can adjust these settings based on your specific business needs.

Is it possible to track payment statuses across both applications using this integration?

Yes, tracking payment statuses is feasible. By configuring 'Payment Status Updated' as a trigger in either application, you can set corresponding actions like status updates or notifications within the other app for seamless tracking.

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About Invoice Ninja
Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept payments, track expenses & time billable-tasks. Designed for freelancers and small to medium-sized businesses to increase efficiency, Invoice Ninja will help you get paid!
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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.
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