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Integrate Smartsheet with Xero

Appy Pie Connect allows you to automate multiple workflows between Smartsheet and Xero

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About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best Smartsheet and Xero Integrations

  • Smartsheet Integration Xero Integration

    Smartsheet + Xero

    Create Sales Invoice from Xero from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Smartsheet Integration Xero Integration

    Smartsheet + Xero

    Create Bill from Xero from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Xero Integration Create Bill
  • Smartsheet Integration Xero Integration

    Smartsheet + Xero

    Create Purchase Order from Xero from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Xero Integration Create Purchase Order
  • Smartsheet Integration Xero Integration

    Smartsheet + Xero

    Create/Update Contact from Xero from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Xero Integration Create/Update Contact
  • Smartsheet Integration Xero Integration

    Smartsheet + Xero

    Create Payment from Xero from Updated Row to Smartsheet Read More...
    Close
    When this happens...
    Smartsheet Integration Updated Row
     
    Then do this...
    Xero Integration Create Payment
  • Smartsheet Integration {{item.actionAppName}} Integration

    Smartsheet + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Smartsheet + Xero in easier way

It's easy to connect Smartsheet + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Smartsheet & Xero Integrations Work

  1. Step 1: Choose Smartsheet as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Smartsheet to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Smartsheet and Xero

Smartsheet Inc. is a software company that provides online, web-based project management software to help businesses manage projects, tasks, resources and communications via the internet. The company was founded in 2005 by Dr. Steve Bombich and his wife Nancy Bombich and incorporated in 2006. As of 2017, Smartsheet has more than 650 employees who work in offices across North America, Europe and Asia Pacific.

Xero is an online accounting software and services company based in New Zealand. It was established in 2006 by Rod Drury and his wife Kate McMullan. Xero’s initial market was New Zealand; however, since its launch in 2007, the company has expanded into Australia, the United States, Canada, the United Kingdom, Hong Kong and Singapore. As of May 2015, Xero had more than 500,000 users in over 180 countries.

Integration of Smartsheet and Xero

Integrating Smartsheet and Xero’s features together helps organizations to achieve dynamic project management capabilities. This integration allows for smart communication between different departments within an organization. Additionally, it is possible to manage tasks and projects within one system.

Benefits of integrating Smartsheet and Xero include:

  • Project Management – With the integration of these two systems, it can be done on one screen and the user can simultaneously view progress and activity from different aspects of a project. The user can also access the financial information of each project through this integration.
  • Budget Tracking – The integration allows for tracking of budgets in real time. If there are changes to the budget of a project, it immediately reflects on the total budget available for that project. It also allows for tracking of the invoicing process for project costs from beginning to end.
  • Cplaboration – The integration makes it easy to identify who is working on different parts of a project and who is responsible for what actions. There is also easy cplaboration with other team members through one platform without confusion between different platforms.
  • Resource Management – This integration allows for quick resource identification and allocation to different projects as they are completed. Resources can be allocated across multiple projects based on their availability and competency to do certain tasks within those projects.

Benefits of Integration of Smartsheet and Xero

The benefits of integrating Smartsheet and Xero include:

  • Saving money – This integration allows for saving money because it eliminates the cost of hiring consultants and agencies for different jobs or tasks. Additionally, the software itself is much cheaper compared to hiring these different experts or agencies to handle a single task or job. It also reduces operational costs by reducing the number of separate systems needed to run operations efficiently.
  • Greater efficiency – The integration allows for greater efficiency among employees as projects can be shared between departments and employees can have a clear understanding of each project without having to dig deeper into documents and emails about specific projects being worked on.
  • Reduced errors caused by miscommunication and misunderstandings – By integrating these two systems together, there is no need to communicate through emails or phone calls about different tasks and projects that are being worked on which eliminates miscommunication due to partial information or lack of clarity. It also eliminates misunderstandings caused by different people interpreting information differently or misinterpreting something if it is communicated through email or phone calls rather than being seen on the same screen as other team members are working on the same project(s.

The process to integrate Smartsheet and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.