Xero is an accounting software that is equipped with all the time-saving tools you need to grow your business. Its allows users to view complete financial information quickly and with great ease.
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If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.
Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.
Xero is a powerful online accounting tool that helps businesses save time and grow. Xero has been widely used by businesses ranging from small to large multinational corporations. From expenses to capturing bills, projects, and payroll, Xero is made to keep your business moving. With greater accountability and efficiency, Xero has changed the system and approach of accounting practices. Now you can make Xero more efficient by connecting it to hundreds of other apps with Appy Pie Connect. Use Appy Pie Connect and automatically move info in and out of Xero and trigger tasks like sending out emails, adding new subscribers on email marketing platforms, registering clients for events, and creating invoices for e-commerce orders, or performing thousands of other actions with others apps supported on the platform.
Manually entering transactions the most time-consuming task in accounting and Appy Pie Connect simplifies it. You can automatically import bank and employees’ expenses into Xero's database by using Xero with Appy Pie Connect. If you need to send out invoices, Appy Pie Connect automatically sends through your connected email account to your clients. You can have complete control over your employee’s expense and other expenditures by getting all invoices on your email. With Appy Pie Connect, you can integrate your Xero tool with Google Sheets, Salesforce, Gmail, Stripe, WooCommerce, Shopify, PayPal, Airtable, Google Calendar, MailChimp, Slack, Pipedrive, and more, without writing a single line of code.
Appy Pie Connect brings together Triggers (like "New Invoice") and Actions (like "Send Message") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
To integrate Xero at Appy Pie Connect, search and select the app from the app directory. Select the service required and click the Continue button.
Click the Connect an Account button and a pop-up form at Connect will ask to enter the credentials for your Xero account. Enter the Email Address and Password of the associated Xero account and click the login button.
Connect will ask to reconfirm the account integrated, click the Continue button to confirm, and integrate Xero app.
Select from the options shown in the dropdown menu and click the Continue button to complete the integration at Appy Pie Connect.
Now, select the options shown in the dropdown menu and press the Continue button to complete the integration at Appy Pie Connect.
I want to use line items with Xero.
Connect facilitates Line Item use, but make sure that both trigger and action apps should have line item support. The few trigger and action events in Xero that support line item at Connect are:
I am unable to see all of the Organisations in Connect
Connect will be unable to fetch all the organizations that you have added in Xero account after integration. To get all the organisations in the Connect account make sure that you disconnect the Xero from Connect account and reintegrate it.
Why does my Xero account fail to integrate at Connect?
Make sure that you are using Standard or Advisor role-based accounts, for Read-only, Invoice Only and Cashbook Client role based users the Connect integration will not work.
Why do my Xero account disconnects?
If you are using the same Xero account in multiple Connect accounts then this problem may occur. At any time only one Connect account can integrate with one Xero account and all other Connect accounts get disconnected. Thus, make sure that you are using a single Connect account for all purposes.