Connect Microsoft Office 365 and Xero to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Office 365 to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 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 "Calendar Event Start" from Microsoft Office 365.
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 Microsoft Office 365 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Office 365 and Xero
Sync contact updates to accounting.
When a new contact is added to Microsoft Office 365, Zapier automatically creates or updates the contact in Xero. This ensures your client and vendor records are always synchronized between your email system and your accounting platform, reducing data discrepancies and saving administrative time.
Business Owner
Backup invoices to email.
When a new sales invoice is created in Xero, Zapier triggers Microsoft Office 365 to create a draft email or send it to a designated email address as a backup. This adds an extra layer of security, ensuring your financial records are accessible in multiple locations.
ITTrack expenses for campaigns.
When a new expense claim is created in Xero, Zapier sends a notification to your Microsoft Office 365 email. This keeps the marketing team informed about campaign expenses in real time, helping you stay on budget and maintain oversight.
Marketing & Marketing OpsLearn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Xero
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.
