Xero and Zapier connect to automate your accounting work. You can trigger actions when new payments or invoices are created and create invoices or contacts.
Available on plans:
Free
Pro
Team
Enterprise
Prerequisites
To use the Xero app on Zapier, you must have:
- A paid Xero account.
- Standard or Adviser level user permissions in your Xero organization.
- A paid Zapier plan. Xero is a premium app on Zapier.
Connect Xero to Zapier
To create an app connection to Xero on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Xero.
- Click Add connection.
- A new browser tab or window will open.
- Log into Xero to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Xero account is now successfully connected to Zapier.
About Xero's app
Triggers, searches, and actions
Triggers
- New Bank Transaction (Polling) - Triggers when a new bank transaction is created.
- New Contact (Polling) - Triggers when you add a new contact.
- New Employee (Polling) - Triggers when a new employee is created (Exclusively for Australian Instances).
- Overdue Sales Invoice (Polling) - Triggers when a sales invoice is overdue by a specified number of days.
- New Payslip (Polling) - Triggers when a new payslip is created.
- New Purchase Order (Polling) - Triggers when a new purchase order is created or enters a status for the first time.
- New Reconciled Payment (Polling) - Triggers when a payment is reconciled for the first time.
- New or Updated Contact (Polling) - Triggers when a contact is created or updated.
- Updated Sales Invoice (Instant) - Triggers when a Sales Invoice is updated.
- New Bill (Polling) - Triggers when you add a new bill. (Accounts Payable).
- New Credit Note (Polling) - Triggers when a new credit note is created.
- New Report (Polling) - Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).
- New Payment (Polling) - Triggers when you receive a new payment.
- New Project (Polling) - Triggers when a new project is created. May not trigger if there are more than 500 projects.
Searches
- Find Credit Note - Finds a credit note by number or reference and retrieves its PDF.
- Find Invoice by ID - Find a specific invoice using its unique Invoice ID.
- Get Invoice History - Returns a list of History Records for a given Invoice ID.
- Find Item - Finds an item by name or code.
- Find or Create Contact - Finds or creates a specific contact.
- Find Quote - Finds quotes by contact ID.
Actions
- Add Items to Existing Sales Invoice - Adds line items to an existing sales invoice.
- Add or Update Stock Items - Creates or updates one or more stock items.
- Create Account -
- Create Bank Transaction - Creates a new Spend/Receive Money bank transaction.
- Create/Update Contact - Creates a new contact or updates a contact if a contact already exists.
- Create Credit Note - Creates a new credit note for a contact.
- Create Employee - Creates an employee in Xero. (Exclusively for Australian Instances)
- Create Bill - Creates a new bill (Accounts Payable).
- Create Payment - Applies a payment to an invoice.
- Create Purchase Order - Creates a new purchase order for a contact.
- Delete Credit Note Allocation - Deletes a credit note allocation on an invoice.
- Update Employee - Updates an existing employee in Xero. (Exclusively for Australian Instances)
- Update Quote - Updates an existing quote.
- Update Sales Invoice - Updates existing sales invoice (Accounts Receivable).
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Limitations
- API rate limits apply. Xero has strict API rate limits including 5 concurrent calls at one time, 60 calls per minute per tenant, and 5,000 calls per day per tenant. There's also an app-wide limit of 10,000 calls per minute across all tenants .
- Zapier's Xero integration does not directly support the Projects API endpoint. Users must use Webhooks by Zapier to send custom HTTP requests to access Projects data.
- If a second app connection to Xero from the same account is made under a separate Zapier account, it will replace the previous connection, causing disconnections.
- Organizations using Xero's "Starter" pricing plan can only enter up to 20 approved Accounts Receivable invoices and 5 approved Accounts Payable invoices per month via the API.
- Non-US customers often encounter validation errors when creating invoices because the "Line Account Code" field is required in certain cases, even though it's marked as optional in Zapier. To resolve this, complete this field.
Templates
View all of Xero's templates.
Use cases
- 5 ways to use the Zapier Xero integration
- How to use automation to close high value deals
- Your guide to invoice automation
Additional Xero resources
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