Xero Integrations

Use Appy Pie Connect and Integrate Xero with 150+ Apps to automate your business process in minutes.

About Xero

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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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.

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.

Here is a list of Xero Triggers and Actions

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