Xero integrations

Connecting Xero on Make

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Connect Xero with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Xero integrations.

Create custom Xero workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action

Archive a Contact

Archives a contact with a given ID.

Action

Create a Bank Transaction

Creates a new bank transaction.

Action

Create a Bank Transfer

Transfers a specified amount from one account to another.

Action

Create a Batch Payment

Creates a new batch payment.

Action

Create a Contact

Creates a new contact.

Action

Create a Contact Group

Creates a contact group.

Action

Create a Credit Note

Creates a new credit note.

Action

Create a Folder

Creates a new folder.

Action

Popular Xero workflows.

Looking to get more out of Xero? With Make you can visually integrate Xero into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Harvest + Google Sheet + Xero

This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client.

Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.

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Create a Revolut Business draft payment from a new Xero purchase order

Use this template to create a Revolut Business draft payment when a new Xero purchase order is created.

The setup of the template assumes you have your supplier data stored in an Airtable table. Your table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual) and payment details.

To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

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Create a purchase order and a Revolut draft payment when Xero inventory falls below certain level

Use this template to create a Xero purchase order and a Revolut Business draft payment when Xero inventory reaches a certain level.

The setup of the template assumes you have your supplier data stored in an Airtable table. Your table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Xero supplier (contact) ID, Quantity you want to purchase, Xero item ID and payment details.

To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

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Send Slack messages for new Xero invoices

Every time a new invoice is created in Xero, Make will automatically send a message in Slack.

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Add new Xero contacts to Shopify as customers

Every time a new contact is created in Xero, Make will automatically create a new customer in Shopify.

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Create Xero contacts for customers in Stripe

Every time a new customer is created in your Stripe, Make will automatically add them to your Xero as a contact. You should trigger the "New customer created" webhook before running the scenario for the mappable parameters to load.

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