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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.

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Here is a list of Xero Triggers and 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.

  • Find Contact

    Find a Contact by name or account number

  • Find an Account

    Find an Account

  • Find an Invoice

    Find an Invoice

How to Integrate Xero with Appy Pie Automate

Follow the steps below to start integrating Xero using Appy Pie Automate:

  1. Go to Appy Pie Automate

  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 Automate.

A Quick Guide to Integrations For Xero Using Appy Pie Automate:

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 Automate. Use Appy Pie Automate 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 Automate simplifies it. You can automatically import bank and employees’ expenses into Xero's database by using Xero with Appy Pie Automate. If you need to send out invoices, Appy Pie Automate 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 Automate, 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.

Why use Appy Pie Automate to create Xero integrations?

While Xero is a powerful cloud-based accounting software platform, there are limitations to the results you can achieve with just the application by itself. It is quite possible that businesses might have more specific needs which may need them to consider a meaningful integration with Xero and any of the other apps available on Appy Pie Automate.

Appy Pie Automate is a workflow automation platform that offers multiple Xero integrations. There are ways to further expand the potential of this app with meaningful Xero integrations. You can use the platform to set up Xero e-commerce integration, Xero CRM integration, Xero marketing integration, and more. 

Appy Pie Automate is a DIY platform that offers multiple options for ready-to-use integration with Xero. Anyone with little or no experience with technology and coding can easily create Xero integrations to make business processes more productive and efficient.

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

  • Focus your time on closing more deals and helping your customers. Appy Pie Automate 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 Automate 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 Automate 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.

Here's the Details List of Popular Xero Integrations Using Appy Pie Automate:

Integration Description
Integrate Xero with Shopify Integrate Xero with Shopify effortlessly for seamless financial management. Sync sales, track expenses, and manage invoices seamlessly between the two platforms.
Xero and Google Sheets Integration Streamline financial data collaboration by integrating Xero with Google Sheets. Sync transactions, expenses, and invoices seamlessly for efficient analysis and reporting.
Integrate Xero with Razorpay Effortlessly manage finances by integrating Xero with Razorpay. Streamline payment processes, track transactions, and reconcile payments seamlessly for accurate financial records.
Xero and WooCommerce Integration Automate financial management by integrating Xero with WooCommerce. Sync orders, track sales, and manage invoices seamlessly, ensuring accurate accounting processes for your store.
Integrate Xero with Salesforce Efficiently manage financial and customer data by integrating Xero with Salesforce. Sync invoices, payments, and customer information, ensuring streamlined accounting and CRM.
Xero and Stripe Integration Streamline financial processes by integrating Xero with Stripe. Seamlessly sync transactions, manage invoices, and reconcile payments for accurate and efficient accounting.
Integrate Xero with WordPress Efficiently manage finances by integrating Xero with WordPress. Seamlessly sync invoices, payments, and customer data, enabling streamlined accounting processes for your website.
Xero and Trello Integration Enhance project management and financial tracking by integrating Xero with Trello. Seamlessly sync tasks, expenses, and invoices for efficient collaboration and accounting.
Integrate Xero with Vend Effortlessly manage finances and sales by integrating Xero with Vend. Seamlessly sync transactions, inventory, and customer data, ensuring accurate accounting and inventory management.
Xero and Sage Integration Seamlessly connect financial data by integrating Xero with Sage. Sync transactions, invoices, and expenses for efficient and accurate accounting processes.
Integrate Xero with Slack Enable efficient communication and collaboration on financial matters by integrating Xero with Slack. Receive real-time notifications, updates, and alerts for timely accounting actions.
Xero and Microsoft Excel Integration Efficiently manage financial data by integrating Xero with Microsoft Excel. Seamlessly sync transactions, invoices, and expenses for easy analysis and reporting within Excel.
Integrate Xero with MINDBODY Automate financial and business management by integrating Xero with MINDBODY. Seamlessly sync transactions, invoices, and client data for streamlined accounting processes.
Xero and Freshservice Integration Streamline financial and IT service management processes by integrating Xero with Freshservice. Seamlessly sync invoices, expenses, and financial data with your service desk.



  • Integration for Xero
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Step By Step Guide For Creating Integrations For Xero

  1. To integrate Xero at Appy Pie Automate, 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 Automate.

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

Common Issues With Xero At Appy Pie Automate

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.

Top 10 Xero Integrations & Add-Ons To Drive Business Growth

Best apps to integrate with Xero

Xero is the go-to accounting software used by small and medium-level businesses, accountants, and bookkeepers worldwide. It is a popular choice because it brings multiple facets of accounting onto a centralized dashboard. Users can connect and sync their data directly with their banks and access a broad spectrum of customizations and add-ons.

Suppose you want to diversify your activities and incorporate other useful features into your Xero account. In that case, you can always check out Appy Pie Automate, which allows you to integrate and sync many popular applications with Xero and broaden your capabilities.

Here in this blog, we’ll explore some of the best Xero integrations you can make the most of to enhance your daily productivity.

  1. Xero and SharePoint

    SharePoint has been one of the most popular business automation solutions for most enterprises, where they have easily managed numerous tasks. Integration with Xero only adds to its value as a productivity tool. Users can easily add invoices, purchase orders, or bills on Xero whenever there is any new update on SharePoint.

    Best SharePoint Xero integrations

    • create sales invoice to Xero from a new list in SharePoint
    • generate a purchase order to Xero from a new list in SharePoint
    • create a bill to Xero from a new list in SharePoint
    • create a payment to Xero from a new list in SharePoint

  2. Xero and Microsoft Dynamics 365 Business Central

    With Xero and Microsoft Dynamics 365 Business Central integration, financial reporting becomes easier for small to medium-sized businesses. Users can use the same financial information across both systems by synchronizing data from both platforms.

    Best Xero Microsoft Dynamics 365 Business Central integrations

    • create an item to Microsoft Dynamics 365 Business Central from a new bill in Xero
    • create customers to Microsoft Dynamics 365 Business Central from new contacts in Xero
    • create sales invoice to Microsoft Dynamics 365 Business Central from new payment in Xero
    • update a sales order in Microsoft Dynamics 365 Business Central when a new quote is created in Xero

  3. Xero and eBay

    The eBay Xero integration is quite helpful for small businesses, providing them with an easy and effective way to track sales numbers and manage inventory. This bi-directional workflow helps users to avoid entering data manually by simply letting the applications do all the work themselves.

    Best eBay Xero integrations

    • create sales invoice to Xero from new order on eBay
    • generate a purchase order to Xero from new order on eBay
    • create bank transfer from Xero from updated order to eBay
    • create a new quote draft from Xero from a revised order to eBay

  4. Xero and Paddle

    Financial planning is made a lot easier with the Xero Paddle integration. Users can import the invoices they have generated from Paddle into Xero, after which they can be scheduled for payment.

    Best Paddle Xero integrations

    • create a subscription to Paddle from a new bill in Xero
    • create a sales invoice to Xero from a new transaction in Paddle
    • create a subscription to Paddle from a new payment in Xero
    • create/update contact to Xero from a new user in Paddle

  5. Xero and Zoho Inventory

    The integration of Zoho inventory with Xero helps businesses streamline their operations. The data is automatically synchronized with Xero, which means it can be viewed and managed from the same screen as the rest of the business data. This helps in improving the efficiency of operations in general.

    Best Zoho Inventory Xero integrations

    • Create contact to Zoho Inventory from a new bill in Xero
    • Create a purchase order to Xero from new contact in Zoho Inventory
    • Create contact to Zoho Inventory from a new contact in Xero
    • Create/update an item (product) to Xero from a new item in Zoho Inventory

  6. Xero and Bamboo HR

    The Xero Bamboo HR integration is handy for companies looking to manage their HR processes online. Not only can employees easily access forms, but they can also do so from a single platform. Moreover, they can upload the required information to BambooHR without moving back and forth between different platforms.

    Best Xero BambooHR integrations

    • create/update contact to Xero from a new employee in BambooHR
    • update employee in BambooHR when a new contact is created in Xero

  7. Xero and Slack

    Quite often, freelancers and other professionals would go through the lengthy process of sending invoices to their clients and then waiting for payments. This integration lets users directly send invoices over Slack and enjoy many other features.

    Best Slack Xero integrations

    • Post a message in Slack for every new invoice on Xero
    • Send a direct message in Slack when a new bill is created in Xero
    • Create a payment to Xero from a new starred message in Slack
    • Send a channel message in Slack when a new contact is created in Xero

  8. Xero and Coinbase Commerce

    Merchants dealing in cryptocurrency payments use Coinbase Commerce to manage crypto payments in a decentralized way. Creating a workflow automation with Xero allows them to easily track and manage these transactions and payments online.

    Best Xero Coinbase Commerce integrations

    • Create an invoice to Coinbase Commerce from a new bill in Xero
    • Add a checkout to Coinbase Commerce from new contact in Xero
    • Add a payment to Xero from a new charge in Coinbase Commerce
    • Create a sales invoice to Xero from a new checkout in Coinbase Commerce

  9. Xero and Airtable

    Airtable is an easy-to-use software for creating and sharing relational databases. Its user interface is simple and quite easy to understand, making it an excellent option for people working with databases. Moreover, integration with Xero further expands its functionality, allowing users to make instant records and update databases whenever a new entry is made on Xero.

    Best Xero Airtable integrations

    • Create a record to Airtable from a new bill in Xero
    • Create a bill to Xero from a new record in Airtable
    • create a record to Airtable from new contact in Xero
    • Create a sales invoice to Xero from a new record in Airtable

  10. Xero and Revolut

    The Revolut Xero integration allows users to access all essential financial and banking information, such as balance, spending patterns, and bills, from a unified platform. This integration also hosts a wide range of features and options that makes managing financial data much more effortless.

    Best Xero Revolut integrations

    • Create a sales invoice to Xero from a new transaction in Revolut
    • Create a bill to Xero from a new transaction in Revolut
    • Create a payment to Xero from a new transaction in Revolut
    • Create a purchase order to Xero from a new transaction in Revolut

Conclusion

With its comprehensive features complimenting its intuitive interface, Xero is one of the most promising applications that any business owner would be delighted to use. With the help of Xero integrations offered by Appy Pie Automate, users can further expand Xero’s capabilities by blending the best of Xero with the functionalities of other business management applications. The unique workflow automation offered by Appy Pie Automate, with over 300 app integrations, helps all users better track and easily control all their business-critical tasks. If you haven’t yet given Appy Pie Automate a shot, now’s the time to go for it!

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Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 12:45 pm

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