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Zapier

By Zapier
3.2 out of 5 stars
Free 14 day trial available
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Connect Xero to hundreds of the best in breed SaaS applications on the web - drag and drop to create integrations between your favourite applications.
Rated
3.2
out of 5
Reviewed by
22
Xero users
Try this app
Free 14 day
trial available
Listed for
12 years
March 2012

Zapier can help your business

Overview

You likely use Xero to streamline your accounting processes, and as a business owner, you know how much accounting blunders impact your operations. That's why combining Zapier's powerful automation with Xero's accounting software is essential to automating those repetitive, manual tasks in accounting.

In just a few minutes, you can create Zaps that link Xero with the other apps crucial to your business. When events occur in these apps, such as new orders in Stripe, Zapier can automatically generate invoices and update customer information in Xero. Similarly, when new bills or payments are recorded in Xero, you can set up Zapier integrations to send emails, update your CRM, or perform other actions within the 7,000+ supported apps.

Accounting is a crucial part of running a business, and for your business to scale, your accounting processes need to as well. With Zapier, you can automate your manual accounting tasks, freeing up time to focus on what matters most—your customers and clients.

Zapier
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Zapier + Xero

Zapier and Xero offer the best of both worlds. The Zapier integration gives you numerous automation opportunities for your accounting and finance tasks, reducing the odds of a blunder and helping you focus more on your business.

Let's explore some exciting integration use cases:

  1. New Credit Note trigger: Trigger Zaps whenever there's a new credit note so you can automate alerts, create follow-up tasks in your other apps, and keep your accounts receivable on track.
  2. Updated Invoice trigger: Now, you can easily monitor changes to your invoices in Xero. Automatically track sales, escalate past-due invoices, and spend less time chasing invoices.
  3. Create Inventory Item action: Accidentally billed for an item out of stock? Not anymore. You can automatically create inventory items in Xero when you have new items in your eCommerce shop or inventory database.
  4. Create Repeating Sales Invoice action: By popular demand, now you can automatically generate recurring invoices in Xero, making it easier to bill for subscriptions or ongoing services.

With the combined power of Zapier and Xero, you can automate a smoother accounting experience for your business, so you can focus on growth.

Reviews & ratings

3.2 out of 5 stars
22 Reviews

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Most recent reviews

AC
Alexander Chidiac
Posted 16 May 2024
3 out of 5 stars

Works well but is limited

Works well with invoicing but would like to see more capability especially around leave and payroll workflows.
RS
Ricardo Santos
Posted 14 Feb 2023
1 out of 5 stars

Very limited

Its very limited
One person found this review helpful.

Response from Zapier

Hi Ricardo. Thank you so much for your feedback. We recently updated the Xero integration on Zapier, and we are excited to share that this update includes triggers and actions for invoices, sales, credit notes, and inventory management. Give this a try, and let us know what else you would like to see with this integration. You can also follow the updates to the Xero integration here: https://community.zapier.com/product-updates/latest-app-improvements-xero-39929
SM
Steph Middleton-Foster
Posted 9 Nov 2020
4 out of 5 stars
Useful, but the ability to email the invoice directly from a created invoice (without having to add two extra steps into the zap) would be far easier. Also we would desperately love to see an action for creating a recurring invoice - as it is at the moment, the zap is pretty useless for us as we still have to manually set up retainer clients in Xero
One person found this review helpful.

Response from Zapier

Hi Steph. We know it's been a while, but we took your feedback into account and recently updated the Xero integration on Zapier with some new triggers and actions. We are excited to share that this update includes an action to create repeated sales invoices. Could you try this and let us know what else you want to see with this integration? You can also follow the updates to the Xero integration here: https://community.zapier.com/product-updates/latest-app-improvements-xero-39929

Additional info

Functions

OtherPayments

Industries

Professional services

App details

By Zapier
Added in 2012

Countries

Australia, Canada, Global, Hong Kong, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@zapier.com

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