Eledo + Xero Integration

Integrate Eledo to Xero in one click, or tell Integrately AI how you want each invoice handled. Generate PDFs, update your accounting records, notify your team, and send payment reminders automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
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2.
  • Eledo
    Create PDF document in Eledo
  • 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 Eledo + Xero Integration

Generate PDF documents from new invoices, update your books, keep clients informed, and track payments, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Eledo + Xero flow

Connect supporting tools to handle customer communications, team notifications, and file management after your core documents are generated. Pick a combination and activate it in one click.

Eledo
Xero
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ShopifyShopify (8)
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StripeStripe (8)
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GmailGmail (8)
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SlackSlack (8)
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Google DriveGoogle Drive (8)
+
HubspotHubspot (8)
S
X
E
Create a Xero sales invoice and an Eledo PDF document for every new Shopify order automatically.
Every Shopify order instantly creates a sales invoice in Xero and generates an Eledo PDF document without manual intervention.
S
X
E
When a Shopify refund is issued, create a credit note in Xero and generate the refund receipt PDF in Eledo.
Shopify refunds automatically trigger a Xero credit note and an Eledo refund document.
S
X
E
When a Shopify customer is created, create a contact in Xero and generate a welcome document in Eledo.
New Shopify customers instantly become Xero contacts and receive a welcome document generated in Eledo.
X
S
E
Create a Shopify product for every new item created in Xero, and generate its specification sheet in Eledo.
New Xero items automatically populate Shopify products and generate specification sheets in Eledo.
S
X
E
If a Shopify order exceeds a high value, create a priority Xero sales invoice and generate a VIP document in Eledo.
High-value Shopify orders trigger priority Xero invoices and custom VIP documents in Eledo.
S
X
E
When a Shopify order is fulfilled, update the sales invoice status in Xero and generate a delivery confirmation PDF in Eledo.
Fulfilled Shopify orders update Xero invoices and generate delivery confirmation PDFs in Eledo.
S
X
E
Use Claude to analyse every new Shopify order customer note, create a Xero sales invoice, and generate a customised Eledo PDF.
Claude analyses Shopify customer notes to generate tailored Xero invoices and Eledo PDFs.
S
X
E
S
Turn every new Shopify customer into a Xero contact, generate an Eledo onboarding document, and send a notification in Slack.
New Shopify customers create Xero contacts, generate Eledo onboarding PDFs, and notify Slack channels.

Supported triggers and actions for Eledo and Xero

Mix and match to build the exact automation you need

Eledo
Eledo Triggers & Actions
No trigger is available
Create PDF document in Eledo
Generates a pdf document from input data
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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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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
Try it โ†’

What can you automate with Eledo + Xero?

Streamline your document workflows and accounting processes with powerful ready-made and custom automation capabilities.

What you can automate?
๐Ÿงพ
Generate PDF documents automatically from new Xero invoices
Turn every new Xero sales invoice or quote into a professionally formatted PDF document in Eledo without lifting a finger. Eliminate manual data entry and keep your document flow running smoothly.
๐Ÿ“‹
Capture every detail from Xero invoices into documents
Map line items, taxes, customer details, and payment terms from Xero straight into your Eledo documents. Ensure no custom field or important note gets left behind.
๐Ÿ””
Notify your team instantly on messaging apps
Send automated alerts to your sales or finance channel the moment a Xero invoice or payment is processed. Keep everyone aligned without switching tabs.
๐Ÿ”€
Route documents based on invoice amounts or tiers
Apply conditional logic to handle high-value invoices differently from standard orders. Generate VIP documents for enterprise clients and standard templates for regular purchases.
๐Ÿ”„
Keep Xero and Eledo synchronized as status changes
Automatically update records across both platforms whenever invoice statuses, payment details, or customer contacts are modified in Xero or Eledo.
๐Ÿ›ก๏ธ
Prevent duplicate contacts and records automatically
Search for existing contacts and records before creating new ones in Xero or Eledo. Keep your database clean and free of redundant entries.
๐Ÿ’ณ
Handle invoice payments, cancellations, and refunds
Trigger automated document generation when Xero invoices are paid, credit notes are issued, or refunds are processed. Keep your paperwork accurate through every lifecycle stage.
๐Ÿ”—
Extend your workflow to Slack and other tools
Connect Eledo and Xero with Slack, Gmail, or Google Drive to build multi-step pipelines. Notify your team, update spreadsheets, and streamline your entire business operation.
And much more...

Who is Eledo + Xero integration for?

Financial managers, accountants, and business owners managing invoices and document workflows benefit from seamless synchronization between Eledo and Xero.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Client Success Directors
Client Success Directors
High-Volume Business Owners
High-Volume Business Owners
Account Executives
Account Executives
Bookkeepers And Auditors
Bookkeepers And Auditors
๐Ÿ“ˆ
Financial Controllers
You're reviewing financial reports and sales ledgers to monitor cash flow, but your document records only update when someone manually generates PDFs, so the figures you're analysing against are always outdated โ€” with this integration, every new Xero invoice instantly triggers an Eledo PDF and keeps your reports current.
โšก
Operations Managers
You're tracking daily order fulfillment and payment collections across multiple systems, but you find out about missing invoice payments long after due dates pass, so your collections are always delayed โ€” this integration means every Xero payment event immediately updates your Eledo workflow so you can act instantly.
๐Ÿ“‹
Client Success Directors
You're managing client accounts and responding to billing inquiries from key stakeholders who demand immediate documentation, but your document generation lags behind accounting updates, so clients wait days for receipts โ€” connecting these apps means every Xero invoice or payment instantly triggers professional Eledo PDFs for your clients.
๐Ÿ“ฆ
High-Volume Business Owners
You're processing hundreds of customer transactions and sales invoices every single week, but your team cannot keep up with manual PDF creation and bookkeeping data entry, so errors constantly slip through โ€” automating both apps means every Xero transaction instantly generates accurate Eledo documents without manual effort.
๐Ÿ’ผ
Account Executives
You're closing deals and waiting for the finance team to process invoices before you send onboarding paperwork to clients, but the handoff between accounting and document generation always stalls, so clients experience frustrating onboarding delays โ€” automating both apps means every Xero invoice creation instantly triggers your Eledo onboarding documents.
๐Ÿ—‚๏ธ
Bookkeepers And Auditors
You're reconciling financial accounts and auditing month-end statements, but you keep finding missing document links and mismatched transaction records between your books and paperwork, so reconciliations take hours โ€” with this integration, every Xero record links seamlessly to its corresponding Eledo document.
Our team

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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?

Why choose Integrately to automate Eledo + Xero

Build and manage your Eledo + 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 Eledo + 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 Eledo to Xero?
Frequently Asked Questions
You can connect Eledo to Xero in just 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to link your accounts alongside tools like Slack, Gmail, and Google Drive.
Can I automatically generate PDF documents in Eledo when a new Xero invoice is created?
Frequently Asked Questions
Can I connect Eledo, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Eledo and Xero?
Frequently Asked Questions
How do Xero sales invoices trigger Eledo documents?
Frequently Asked Questions
Can Xero contacts sync with Eledo document flows?
Frequently Asked Questions
Do I need coding skills to automate Eledo and Xero?
Frequently Asked Questions
Is the Eledo and Xero integration free?
Frequently Asked Questions
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