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Set up your first integration
Quickly connect Tally to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally 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 Submission" from Tally.
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 Tally 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.
- Select a formRequired
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- Status
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- Status
- Type
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- Report TypeRequired
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- OrganizationRequired
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Try ItTriggerPolling- OrganizationRequired
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- Days_overdueRequired
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Connect Tally 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.
Automate your lead management and improve conversions
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Learn how to automate Tally on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about Tally + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Xero
How do I integrate Tally with Xero?
To integrate Tally with Xero, you need to create a zap that connects the two applications. Start by choosing Tally as the trigger app and select the specific event that will activate this workflow, such as a new form submission. Then, choose Xero as your action app, and decide what should happen in Xero when the trigger is activated, like creating an invoice or updating a contact.
Can I automate invoice creation in Xero using Tally submissions?
Yes, you can automate invoice creation in Xero using Tally submissions by setting up a workflow where every new entry submitted through Tally triggers an action that creates an invoice in Xero. Make sure to map fields correctly between Tally and Xero for accurate data transfer.
Is it possible to update contacts in Xero from Tally data?
Absolutely! You can update contacts in Xero whenever there's a new entry on Tally. Simply set up your zap to trigger on new form submissions and ensure the action updates contact details in your Xero account. This keeps your contact list synchronized and up-to-date.
What types of data can be synced from Tally to Xero?
When integrating Tally with Xero, you can sync various types of data including customer information, invoice details, payment confirmations, and more depending on how you configure your triggers and actions.
Are there any prerequisites before integrating Tally with Xero?
Before integrating Tally with Xero, ensure that both accounts are set up and have the necessary permissions for third-party integrations. You will also need access to our platform to create zaps connecting these apps.
How do triggers work when setting up a connection between Tally and Xero?
Triggers are events that start your zap workflow. For instance, submitting a form on Tally could serve as a trigger which then initiates actions like creating invoices or updating records in Xero based on how you configured those actions.
What happens if there is an error during the integration process between Tally and Xero?
If there is an error during integration, our system will notify you via email about what went wrong. You can then check the zap configuration logs to see where adjustments might be needed or reach out to our support for detailed assistance.
