Airtable + Xero Integration

Connect Airtable to Xero in 1 click

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1.
  • Airtable
    Record is created in view in Airtable
  • Airtable
    Record is created or updated in Airtable
  • Airtable
    Record is created in Airtable
  • 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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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Small Business Owners
Small Business Owners
Accountants
Accountants
Project Managers
Project Managers
Nonprofits
Nonprofits
Ecommerce Sellers
Ecommerce Sellers
Small Business Owners
Small business owners juggle a lot, from managing finances to organizing customer data. They often struggle to keep financial records updated without spending too much time on manual data entry between Xero and other databases.
Accountants
Accountants need to efficiently organize and report financial data. Managing client financial details in Xero while keeping an up-to-date supplementary database in Airtable is cumbersome without automation.
Project Managers
Project managers often manage budgets through Xero and track project milestones elsewhere. They face challenges ensuring that financial transactions and project data align without losing time syncing them manually.
Nonprofits
Nonprofits juggle donations and financial reports in Xero along with donor information in other databases. They need to keep everything in sync to ensure accurate reporting and stewardship.
Ecommerce Sellers
Ecommerce sellers track sales in Xero and manage product data and inventory separately. They struggle with efficiently keeping financial and inventory data aligned across platforms.
Airtable logo
Xero logo

What Can You Automate With Airtable + Xero

Log New Xero Invoices in Airtable
Whenever you create a new invoice in Xero, automatically log the details in an Airtable base. This keeps your records updated and in one place without manual entry.
Update Airtable Records with Xero Payments
When you receive a payment for an invoice in Xero, update or tag the related record in Airtable. This lets you track which transactions have been settled without manually reconciling records.
Sync New Contacts from Xero to Airtable
Each time you add a new contact in Xero, have their details automatically added to Airtable. This ensures your client list is comprehensive and accessible for various business purposes.
Add Xero Expenses to Airtable Project Tracker
Each time you log an expense in Xero, create a corresponding entry in your Airtable project tracker. This helps you keep an eye on project costs without spending time on redundant data entry.
Create Airtable Entries from Xero Bank Transactions
For every bank transaction in Xero, automatically generate a record in Airtable. This aids in quick financial reviews and data aggregation, saving you from toggling between platforms.
And much more...
Automations

Top 10 Most Popular Airtable Automations from
Integrately Community

Just click on the workflow you want to automate

Airtable logo
Telegram logo
Send Telegram message for new Airtable record
Activate
Trello logo
Airtable logo
Create Airtable record for new Trello card
Activate
Airtable logo
WhatsApp logo
Send WhatsApp message for new Airtable record
Activate
Google Sheets logo
Airtable logo
Create Airtable record for new Google Sheets row
Activate
Airtable logo
Metricool logo
Create Metricool post for new Airtable record
Activate
Airtable logo
Telegram logo
Send Telegram message for new Airtable record
Activate
Trello logo
Airtable logo
Create Airtable record for new Trello card
Activate
Airtable logo
WhatsApp logo
Send WhatsApp message for new Airtable record
Activate
Google Sheets logo
Airtable logo
Create Airtable record for new Google Sheets row
Activate
Airtable logo
Metricool logo
Create Metricool post for new Airtable record
Activate
Airtable logo
ClickUp logo
Create ClickUp task for new Airtable record
Activate
RSS logo
Airtable logo
Create Airtable record for new RSS feed item
Activate
Airtable logo
Google Sheets logo
Create Google Sheets row for new Airtable record
Activate
Shopify logo
Airtable logo
Create Airtable record for new Shopify order
Activate
Airtable logo
GoHighLevel (Legacy) logo
Create GoHighLevel contact for new Airtable record
Activate
Airtable logo
ClickUp logo
Create ClickUp task for new Airtable record
Activate
RSS logo
Airtable logo
Create Airtable record for new RSS feed item
Activate
Airtable logo
Google Sheets logo
Create Google Sheets row for new Airtable record
Activate
Shopify logo
Airtable logo
Create Airtable record for new Shopify order
Activate
Airtable logo
GoHighLevel (Legacy) logo
Create GoHighLevel contact for new Airtable record
Activate

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Airtable or Xero With 1400+ Other Apps

Airtable
Airtable
Airtable is a database for everyone. It's like having a spreadsheet in the cloud. You can use it to organize anything, from a product inventory to a workflow.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.