Xero Integrations

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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.

Choose the app you want to connect with Xero

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How to Integrate Xero with Appy Pie Connect

Follow these steps to Integrate Xero:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Xero App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Xero account API key

  6. Your Xero app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Xero Integrations

  • Xero Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Xero New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    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.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Google Sheets

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • Xero Gmail

    Xero + Gmail

    Create Draft to Gmail from New Bill in Xero Read More...
    When this happens...
    Xero New Bill
     
    Then do this...
    Gmail Create Draft
  • Xero Gmail

    Xero + Gmail

    Send Email in Gmail when New Bill is created in Xero Read More...
    When this happens...
    Xero New Bill
     
    Then do this...
    Gmail Send Email
  • Xero Gmail

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Xero {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Xero Integration Details

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.

Here is how you can use Xero with Appy Pie Connect:

  • Focus your time on closing more deals and helping your customers. Appy Pie Connect automatically creates new invoices when new payments are received in Stripe or PayPal, adding more hours to your day.
  • Closely monitor your accounting. Use Appy Pie Connect and send monthly, weekly, or daily digest of Xero sales invoices through Gmail.
  • Save new Xero invoices to a Google Sheets spreadsheet. Use Appy Pie Connect and sync Xero account with Google Sheets and back up all your accounting data in one place.
  • Integrate Xero with eBay and automatically create Xero sales invoices for new eBay orders. This Xero-eBay integration will help you speed up your eCommerce business operation like never before.
  • Set up Xero-Slack integration and get notified in your chosen Slack channel whenever a new payment is received in Xero, keeping you and your team informed the whole time.
  • Connect Xero with Pipedrive and automatically create Xero invoices when Pipedrive deals reach certain stages. This Xero-Pipedrive integration will help you manage your customer cycle more efficiently.
  • Set up Xero-PayPal integration and an invoice will be automatically created in Xero for every PayPal sale.
  • Use Appy Pie Connect and integrate your Xero account with ShipStation and automatically create an invoice for every ShipStation order or shipped ShipStation items.

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.

Here is a list of Xero Triggers and Actions

Step By Step Xero Integration Guide

  1. 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.


  2. 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.


  3. Connect will ask to reconfirm the account integrated, click the Continue button to confirm, and integrate Xero app.


  4. Select from the options shown in the dropdown menu and click the Continue button to complete the integration at Appy Pie Connect.


  5. Now, select the options shown in the dropdown menu and press the Continue button to complete the integration at Appy Pie Connect.


Common Issues With Xero 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:

Trigger Events:

  1. New Payment
  2. New Bill
  3. New Sales Invoice

Action Events:

  1. Create Bill
  2. Create Sales Invoice
  3. Create Purchase Order

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.


Data flow diagram

diagram

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm

Top Xero Integration Frequently Asked Questions

  • Here is the list of best XERO integrations:

    1. Xero+Stripe integrations
    2. Xero+PayPal
    3. Xero+Pipedrive
    4. Xero+WooCommerce
    5. Xero+MailChimp
    6. Xero+Google Sheets
    7. Xero+Shopify
    8. Xero +ActiveCampaign
    9. Xero +Google Calendar
    10. Xero+FreshBooks
  • Yes, Shopify integrates with Xero without any coding. This Shopify-Xero integration lets you automatically send your order data and inventory levels into Xero.

  • Yes, Square integrates with Xero and can automatically send your data into Xero so you can see the financial impact of your business in real-time.

  • WooCommerce easily integrates with Xero. This integration makes it easier for your store to run your business and make collecting revenue faster--so you can spend less time tracking receipts and managing cash flow, and more time growing your business.

  • Yes. Zoho integrates with Xero accounting software to sync data between them via the ‘Connect’. This Zoho-Xero integrationis designed to comprehend both your Zoho data and your Xero data in one place.

  • Here is how Xero integrates with Gmail:

    1. Go to Appy Pie Connect
    2. Click on ‘Login In’ or create an account
    3. Pick Xero as a trigger app
    4. Choose your desired trigger
    5. Pick Gmail as an action app
    6. Enter Xero and Gmail account details to authenticate it
    7. Pick an action that you want to automate between Xero and Gmail
    8. Now your ‘Connect’ is ready to use.