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Xero + WHMCS Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Xero + WHMCS

  • Xero WHMCS

    Xero + WHMCS

    Create Client to whmcs from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    WHMCS Create Client
  • Xero WHMCS

    Xero + WHMCS

    Create Invoice to whmcs from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    WHMCS Create Invoice
  • Xero WHMCS

    Xero + WHMCS

    Create Ticket to whmcs from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    WHMCS Create Ticket
  • Xero WHMCS

    Xero + WHMCS

    Create Client to whmcs from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    WHMCS Create Client
  • Xero WHMCS

    Xero + WHMCS

    Create Invoice to whmcs from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    WHMCS Create Invoice
  • Xero {{item.actionAppName}}

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Or Updated Ticket

    Triggers whenever a new or updated ticket created.

  • New Order

    Triggers whenever a new order created.

    Actions
  • 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.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Xero & WHMCS Integrations Work

  1. Step 1: Choose Xero 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 WHMCS 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 Xero to WHMCS.

    (2 minutes)

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

Integration of Xero and WHMCS

Xero?

Xero is an accounting software application that can be integrated with WHMCS, which is used for online facilitating of all payment transactions and other account management activities.

WHMCS?

WHMCS or Web Hosting Manager Contrp Systemis a billing and hosting contrp system that allows clients to manage accounts in an integrated manner and facilitates easy payments through online transaction.

Integration of Xero and WHMCS

There are two ways through which the Xero accounting software can be integrated with WHMCS. The first way is by using the API for integrating the functionalities of both the software applications together. The second way is by using the free plugin named as ‘Xero Connect’ that can be downloaded from the official website of Xero. This plugin integrates the functionality of Xero with WHMCS. Thus, both the software applications can work together and generate data about their functionality. The only thing that users need to do for the integration is to log into their WHMCS dashboard and enable the Xero Connect plugin there. After this, users need to create a new connection between their accounts in WHMCS and their Xero accounts and create a link between them.

Benefits of Integration of Xero and WHMCS

Users can benefit from the integration of Xero and WHMCS in a number of ways including:

  • Users can change their data regarding their customers or clients from one platform to another. They can edit the data in any platform (like WHMCS. and then save it in their other platform (Xero. In this way, they need not enter the same data in both platforms separately. This will save time of users and make it easy for them to manage their business easily.
  • With integration between WHMCS and Xero, users can track their expenses and revenues easily in both platforms at once. They can see what is happening to their business on a monthly basis without any delay. Thus, they can take decisions concerning their business more quickly and effectively.
  • Integration of Xero and WHMCS also allows users to share information about their businesses easily with others. This means that users can create reports about their business that can be shared with their customers, partners or third-party services providers like accountants. Such reports will help them understand how their business is doing financially in a better way without taking much time.
  • Integration between Xero and WHMCS results in a lot of cost savings for users because they do not have to pay any additional charges for creating links between both the platforms. They can do this task for free when they integrate both platforms together.

By integrating the Xero accounting software with WHMCS, users can benefit from a number of features, which includes ease in managing their business, tracking of their finances, reduction of costs etc.

The process to integrate Xero and WHMCS 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.