Acuity Scheduling + Xero Integration

Integrate Acuity Scheduling to Xero in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track payments, update contacts, and keep your accounting clean automatically.

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1.
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows for Acuity Scheduling + Xero Integration

Capture bookings, create sales invoices, update contacts, track payments, and sync accounts, all in just one click.

Most popular automationsmost-popular-automations
Acuity Scheduling + Xero Integration

Create Xero sales invoice for new Acuity Scheduling order

As soon as you receive a new Acuity Scheduling order, you need to generate a corresponding sales invoice so that you can get paid. With this Acuity Scheduling - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new Acuity Scheduling order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Acuity Scheduling + Xero Integration

Create Xero sales invoice for new Acuity Scheduling appointment

If you're a professional who works on one-to-one basis and uses Acuity Scheduling to manage your events, you may want to create an sales invoice in Xero when an appointment is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Acuity Scheduling + Xero Integration

Create Xero task for new Acuity Scheduling appointment

Creating task in Xero is a great way to keep track of task that need to be completed when an appointment is created in your Acuity Scheduling account.

With the help of this integration, when an appointment is created, a task will be automatically created in Xero and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!
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Connect more apps to your Acuity Scheduling + Xero flow

Process payments, sync calendars, manage email campaigns, track deals, notify teams, and log booking data across your stack. Pick a combination and activate it in one click.

Acuity Scheduling
Xero
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
A
S
X
Create a Stripe payment for every Acuity Scheduling appointment, and record it in Xero
Stripe processes the payment for your Acuity Scheduling appointment while Xero updates your books automatically, so your revenue tracking stays accurate without manual entry.
S
X
A
When a Stripe payment is completed, create a sales invoice in Xero and update the Acuity Scheduling appointment
Paid Stripe transactions instantly generate Xero sales invoices and update your Acuity Scheduling records, eliminating manual bookkeeping.
A
S
X
If an Acuity Scheduling appointment is canceled, issue a Stripe refund and update Xero
Canceled appointments trigger automatic Stripe refunds and record the credit note in Xero without manual paperwork.
S
X
A
When a new Stripe customer is created, add them as a contact in Xero and schedule an appointment in Acuity Scheduling
New Stripe customers become contacts in Xero and have an initial appointment booked in Acuity Scheduling automatically.

Supported triggers and actions for Acuity Scheduling and Xero

Mix and match to build the exact automation you need

Acuity Scheduling
Acuity Scheduling Triggers & Actions
Instant
Appointment is scheduled in Acuity Scheduling
Triggers the automation when any appointment is scheduled
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Appointment is scheduled (with filters) in Acuity Scheduling
Triggers the automation when any appointment is scheduled, that matches criteria
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Instant
Appointment is rescheduled in Acuity Scheduling
Triggers the automation when any appointment is rescheduled
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Instant
Appointment is canceled in Acuity Scheduling
Triggers the automation when any appointment is canceled
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Instant
Order is completed in Acuity Scheduling
Triggers the automation when any order is completed
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Search appointment using client info in Acuity Scheduling
Searches for an appointment using client information
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Get appointment by id in Acuity Scheduling
Retrieves an appointment using its id
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Create appointment in Acuity Scheduling
Schedule a new appointment
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Reschedule appointment in Acuity Scheduling
Reschedules an appointment
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Cancel appointment in Acuity Scheduling
Cancel appointments with a click of a button
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Customize block off time in Acuity Scheduling
Set unavailable time periods
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Add package code in Acuity Scheduling
Adds code snippets to a package
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Add coupon code in Acuity Scheduling
Apply a coupon code at checkout
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Journal is created in Xero
Triggers the automation when a new journal is added
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Acuity Scheduling + Xero?

Streamline your appointment booking, client management, and business accounting with powerful ready-made workflows.

What you can automate?
๐Ÿงพ
Create sales invoices from every scheduled appointment
Automatically generate a Xero sales invoice the moment a client books an appointment in Acuity Scheduling. Eliminate manual data entry and ensure billing happens immediately.
๐Ÿ“
Capture every submitted client field
Map all custom appointment details, package codes, and client notes directly into your Xero contact records. Your accounting database becomes a complete client history.
๐Ÿ””
Notify your finance team instantly
Trigger instant team notifications whenever a new booking or payment is processed. Keep your staff aligned on incoming appointments and revenue events.
๐Ÿ”€
Route invoices based on appointment types
Apply different Xero billing templates or tax rates depending on the specific service or package code selected in Acuity Scheduling.
๐Ÿ”„
Keep billing records updated when schedules change
Automatically update existing Xero sales invoices whenever an Acuity Scheduling appointment is rescheduled or modified by the client.
๐Ÿ‘ค
Add or update client contacts without duplicates
Search existing Xero contacts before creating new ones, preventing duplicate records when repeat clients book new appointments.
๐Ÿ’ณ
Handle cancellations and refunds seamlessly
Void invoices or issue credit notes in Xero immediately when an appointment is canceled in Acuity Scheduling, keeping your books accurate.
๐Ÿ“ˆ
Extend workflows to your favorite tools
Connect your Acuity Scheduling and Xero workflow with Slack, Google Sheets, or HubSpot to keep your entire business stack synchronized.
And much more...

Who is Acuity Scheduling + Xero integration for?

This integration helps small business owners, practice managers, and bookkeepers eliminate manual data entry, keep financial records accurate, and speed up client billing.

Bookkeepers
Bookkeepers
Practice managers
Practice managers
Small business owners
Small business owners
Receptionists and booking coordinators
Receptionists and booking coordinators
Accountants
Accountants
Finance leads
Finance leads
๐Ÿ“Š
Bookkeepers
You compile financial summaries and ledgers at month-end, but manual invoice creation leaves gaps in your revenue reports โ€” automating both apps means every booking instantly generates an accurate sales invoice in your accounting ledger.
โšก
Practice managers
You need to act fast when client bookings arrive, but delayed billing notices leave you chasing payments too late โ€” this integration means every scheduled appointment triggers instant invoicing so your cash flow stays protected.
๐Ÿค
Small business owners
You answer to clients who expect transparent billing and seamless scheduling, but administrative friction slows down your operations โ€” connecting these apps means your appointments and invoices sync without manual intervention.
๐Ÿ“ˆ
Receptionists and booking coordinators
The daily volume of client bookings is too high for anyone to keep up by hand, leading to missed invoices and messy records โ€” automating both apps means every appointment creates clean financial entries automatically.
๐Ÿ’ผ
Accountants
You own the financial reconciliation process and depend on upstream booking handoffs that often arrive incomplete โ€” connecting these apps means client contact details and payment records flow directly into your accounting books.
๐Ÿ“‘
Finance leads
You need a reliable audit history and keep finding gaps between client appointments and recorded revenue โ€” this integration means every booking matches its corresponding financial record without exception.
Our team

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Why choose Integrately to automate Acuity Scheduling + Xero

Build and manage your Acuity Scheduling + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Acuity Scheduling + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Acuity Scheduling to Xero?
Frequently Asked Questions
You can connect Acuity Scheduling to Xero in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration for you. It takes just minutes to link your accounts alongside tools like Stripe, Google Calendar, and Slack.
Can I automatically create a Xero sales invoice when an Acuity Scheduling appointment is booked?
Frequently Asked Questions
Can I connect Acuity Scheduling, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Acuity Scheduling and Xero?
Frequently Asked Questions
How does Acuity Scheduling handle appointment data transfers in automations?
Frequently Asked Questions
Can Xero contacts be automatically updated when appointments change?
Frequently Asked Questions
Is any coding required to set up these integrations?
Frequently Asked Questions
Is the Acuity Scheduling and Xero integration free?
Frequently Asked Questions
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