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Set up your first integration
Quickly connect Housecall Pro to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Job" from Housecall Pro.
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 Housecall Pro 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.
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- OrganizationRequired
- Status
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- Status
- Type
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- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling
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Connect Housecall Pro and Xero 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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Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about Housecall Pro + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Housecall Pro and Xero
How do I integrate Housecall Pro with Xero?
To integrate Housecall Pro with Xero, you need to use our platform to set up a Zap that connects the two services. You’ll choose Housecall Pro as the trigger app and select an event that will start your Zap, such as 'New Customer'. Then you can select Xero as the action app and define what should happen, like 'Create Invoice'. This setup allows data to flow automatically from Housecall Pro into Xero whenever the trigger event occurs.
What types of data can be synced between Housecall Pro and Xero?
When integrating Housecall Pro with Xero, various types of data can be synced, including customer information, invoices, payments, and job details. Our platform enables these pieces of data to move seamlessly from one application to the other through triggers like 'New Paid Invoice' in Housecall Pro and actions such as 'Create Payment' in Xero.
Can I automate invoice creation in Xero using job completions in Housecall Pro?
Yes, you can automate invoice creation in Xero by setting up a workflow where completing a job in Housecall Pro triggers an action. The trigger would be 'Job Completed' and the action could be 'Create Invoice' in Xero. This ensures invoices are generated automatically, reducing manual entry.
What happens if there is an error during data sync between Housecall Pro and Xero?
If there is an error during data synchronization between Housecall Pro and Xero, we will notify you immediately through email or notifications on our platform. Our system also logs errors so you can review what occurred and make necessary adjustments to your Zap configurations or correct any issues within either application.
Is it possible to update existing customer details automatically?
Yes, it’s possible to update existing customer details automatically by creating a Zap that uses a trigger like 'Updated Customer Information' in Housecall Pro which then prompts an action such as 'Update Contact' in Xero. This keeps your customer records synchronized without manual intervention.
Do I need any special permissions for integrating these apps?
You will need access permissions for both applications involved. Ensure that your user account has the necessary rights to perform actions like creating customers or invoices within both Housecall Pro and Xero before attempting integration. Check with each service’s support if additional roles are required for integration tasks.
How often does the synchronization occur between these applications?
The synchronization frequency depends on how your Zap is configured. Generally, once a triggering event happens in Housecall Pro — such as entering a new payment — it prompts corresponding actions immediately in Xero like recording this payment. However, delays may occur depending on server loads or specific plan limitations.
