Amelia + Xero Integration

Integrate Amelia to Xero in one click, or tell Integrately AI how you want each booking handled. Create sales invoices, update your accounting records, record payments, and sync booking data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Amelia
    Booking is completed in Amelia Instant
  • Amelia
    Booking status is changed in Amelia Instant
  • Amelia
    Booking is rescheduled in Amelia Instant
  • Amelia
    Booking is canceled in Amelia 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
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
Arrow Right
2.
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Amelia + Xero Integration

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

Most popular automationsmost-popular-automations
Amelia + Xero Integration

Create Xero sales invoice for new Amelia booking

If you're a professional who works on one-to-one basis and uses Amelia to manage your events, you may want to create an sales invoice in Xero when an booking 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 booking 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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Amelia + Xero Integration

Create Xero task for new Amelia booking

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

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

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Amelia + Xero flow

Send booking notifications, log payments in external sheets, notify your finance team, and trigger downstream client communications. Pick a combination and activate it in one click.

Amelia
Xero
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
A
X
C
Create a Xero sales invoice for every completed Amelia booking and schedule a follow-up meeting in Calendly
Completed Amelia bookings instantly generate a Xero sales invoice and set up a follow-up session in Calendly without manual scheduling.
A
X
C
When an Amelia booking is rescheduled, update the Xero invoice details and update the event in Calendly
Rescheduled Amelia bookings automatically update your Xero invoice records and reflect the new time in Calendly.
A
X
C
When an Amelia booking is canceled, cancel the corresponding Xero invoice and remove the meeting in Calendly
Canceled Amelia bookings automatically trigger invoice updates in Xero and cancellation notices in Calendly.

Supported triggers and actions for Amelia and Xero

Mix and match to build the exact automation you need

Amelia
Amelia Triggers & Actions
Instant
Booking is completed in Amelia
Triggers the automation when a booking is successfully completed
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Instant
Booking status is changed in Amelia
Triggers the automation when a booking status is changed
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Instant
Booking is rescheduled in Amelia
Triggers the automation when a booking is rescheduled
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Instant
Booking is canceled in Amelia
Triggers the automation when a booking is canceled
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No action is available
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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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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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Amelia + Xero?

Streamline your appointment billing and financial workflows with ready-made automation sequences.

What you can automate?
๐Ÿงพ
Generate invoices from bookings
Automatically create a Xero sales invoice the moment a client booking is completed in Amelia. Eliminate manual data entry and ensure immediate billing.
๐Ÿ”„
Sync schedule changes instantly
Update your Xero invoicing records automatically whenever a client reschedules or cancels their appointment in Amelia.
๐Ÿ‘ฅ
Keep customer contacts updated
Ensure customer details submitted during Amelia bookings are automatically created or updated as contacts in Xero.
๐Ÿ””
Alert your team on status shifts
Send instant notifications to your finance or operations team whenever booking statuses change or payments are processed.
๐Ÿ’ณ
Track payments and receipts
Connect client appointments directly to payment records and expense claims to maintain complete financial visibility.
๐Ÿ”
Search and match existing records
Lookup existing contacts and sales invoices in Xero before creating new entries to prevent duplicate records.
๐Ÿ“
Organize projects and tasks
Create projects and tasks in your accounting workflow automatically triggered by client booking milestones.
๐ŸŒ
Extend flows to external tools
Connect your core Amelia and Xero automation with messaging platforms, calendar tools, and CRMs for complete end-to-end operations.
And much more...

Who is Amelia + Xero integration for?

Operations teams, finance managers, and service providers connect Amelia and Xero to eliminate manual bookkeeping and keep booking revenue accurate.

Finance Managers
Finance Managers
Booking Coordinators
Booking Coordinators
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Account Managers
Account Managers
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You rely on accurate revenue reports to track business performance, but manual invoice creation leaves gaps in your books โ€” automating both apps means every completed booking instantly generates a sales invoice and your financial ledger stays current.
โšก
Booking Coordinators
You need to act fast when client schedules shift, and finding out about changes too late disrupts client onboarding โ€” connecting these apps means booking updates instantly refresh your Xero records and your operations stay synchronized.
๐Ÿค
Client Success Leads
You answer to stakeholders who want transparent records of every client appointment and transaction โ€” this integration means every scheduled session flows straight into your accounting books without manual data entry.
๐Ÿ“Š
Operations Directors
The appointment volume is too high for anyone to keep up by hand, leading to delayed invoices and tracking errors โ€” automating both apps means every customer booking turns into an accurate Xero record instantly.
๐Ÿ’ผ
Account Managers
You own the client relationship and depend on timely billing handoffs after each consultation โ€” this integration means completed appointments immediately generate invoices so your clients receive prompt billing.
๐Ÿ“‹
Business Owners
You need a reliable audit history of every transaction and keep finding discrepancies between your scheduling tool and accounting software โ€” connecting these apps means your booking revenue and invoices match perfectly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Amelia + Xero

Build and manage your Amelia + 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 Amelia + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™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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Frequently Asked Questions

How do I connect Amelia to Xero?
Frequently Asked Questions
You can connect Amelia to Xero in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow. You can also connect other tools like Slack, Gmail, and Google Calendar easily.
Can I automatically create Xero invoices when an Amelia booking is completed?
Frequently Asked Questions
Can I connect Amelia, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Amelia and Xero?
Frequently Asked Questions
How does Amelia handle booking triggers in automation?
Frequently Asked Questions
How does Xero handle invoice and contact actions?
Frequently Asked Questions
Do I need coding skills to automate Amelia and Xero?
Frequently Asked Questions
Is the Amelia and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Amelia or Xero With 1500+ Other Apps

Amelia
Popular Amelia Integrations
Connect Amelia with scheduling, video conferencing, and customer support tools to streamline your booking workflows.
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Xero
Popular Xero Integrations
Sync Xero with banking, expense tracking, and payroll platforms to keep your financial stack unified.
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