Exact Online + Xero Integration

Integrate Exact Online to Xero in one click, or tell Integrately AI how you want each contact handled. Sync client details, generate corresponding records, and keep both platforms updated instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online 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
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2.
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • 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 Exact Online + Xero Integration

Sync new contacts, record updated accounts, track items, and manage financial records, all in just one click.

Most popular automationsmost-popular-automations
Xero + Exact Online Integration

Create Exact Online contact from new Xero account

If you have created a account in Xero, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Xero + Exact Online Integration

Create Exact Online contact for new Xero contact

In order to keep your accounting and customer records in sync, when you create a contact in Xero, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Xero and Exact Online!
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Exact Online + Xero Integration

Create Xero task for new Exact Online contact

With the growth of Exact Online, many companies are looking for ways to connect their Exact Online account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Xero every time a contact is created in Exact Online.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Xero flow

Keep your CRM updated, notify your finance team of new accounts, and log every transaction. Pick a combination and activate it in one click.

Exact Online
Xero
+
ShopifyShopify (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
S
E
X
Create an Exact Online account for every new Shopify order, and generate a sales invoice in Xero.
New Shopify orders automatically create an account in Exact Online and a sales invoice in Xero, removing manual data entry entirely.
S
E
X
Create an Exact Online contact from every new Shopify order, and send the sales invoice by email in Xero.
New Shopify orders automatically register a contact in Exact Online and email the sales invoice via Xero without manual effort.
S
E
X
When a Shopify order is fulfilled, update the corresponding Exact Online account and record the payment in Xero.
Fulfilled Shopify orders update your Exact Online account details and record payments in Xero automatically.
S
E
X
Create a task in Xero for every new Shopify product item, and update the item record in Exact Online.
New Shopify items trigger a task in Xero and update the item record in Exact Online to keep inventory aligned.
S
E
X
If a Shopify order is high value, create a project in Exact Online and generate a purchase order in Xero.
High-value Shopify orders automatically trigger a dedicated Exact Online project and a Xero purchase order for fulfillment.
S
E
X
When a Shopify order is refunded, update the Exact Online account and issue a credit note in Xero.
Refunded Shopify orders update your Exact Online account records and generate a credit note in Xero instantly.
S
E
X
Use ChatGPT to categorise new Shopify orders, create an item in Exact Online, and generate a bill in Xero.
ChatGPT categorises incoming Shopify orders so Exact Online records the item and Xero creates the correct bill automatically.
S
E
X
S
Turn every Shopify order into an Exact Online project, generate a sales invoice in Xero, and notify your team in Slack.
Shopify orders automatically create Exact Online projects, Xero sales invoices, and notify your fulfillment team in Slack.

Supported triggers and actions for Exact Online and Xero

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Create project in Exact Online
Creates a new project
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Create cost unit in Exact Online
Creates a new cost unit
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Create cost centre in Exact Online
Creates a new cost centre
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Create bank account in Exact Online
Creates a new bank account
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Create address in Exact Online
Creates a new address
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Create account in Exact Online
Creates an account
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Create contact in Exact Online
Creates an contact
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Create item in Exact Online
Creates a new item
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Create document in Exact Online
Creates a new document
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Search document by accountName in Exact Online
Searches for documents by account name
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Update cost unit in Exact Online
Updates a cost unit
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Update cost center in Exact Online
Updates a cost center
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Update address in Exact Online
Updates an address
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Update contact in Exact Online
Updates a contact
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Update account in Exact Online
Updates an account
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Delete contact in Exact Online
Deletes a contact
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Delete account in Exact Online
Deletes an account
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Search item by code in Exact Online
Searches for an item by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search account by name in Exact Online
Searches for an account by name
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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
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What can you automate with Exact Online + Xero?

Streamline your financial operations by automating contact syncs, invoice creation, account updates, and multi-step workflows between Exact Online and Xero.

What you can automate?
πŸ”„
Sync contacts and accounts instantly
Automatically create or update contacts and accounts between Exact Online and Xero the moment a change occurs. Eliminate manual data entry and keep your customer records perfectly aligned across both platforms.
πŸ“‹
Map all detailed fields across platforms
Transfer every submitted fieldβ€”from addresses and tax numbers to custom account notesβ€”directly between Exact Online and Xero. Ensure your financial records retain complete context.
πŸ””
Alert your team the moment records update
Trigger instant notifications in Slack or via email whenever a new contact or sales invoice is generated. Keep your sales and finance teams informed without switching apps.
πŸ”€
Route records based on submitted criteria
Send high-value accounts or specific items down different processing paths based on customer tiers or order amounts. Customise your workflows to match your exact business logic.
πŸ”„
Keep records updated as details change
Automatically propagate updates made to contacts, items, or accounts from Exact Online directly into Xero. Prevent outdated information from causing invoicing errors.
πŸ‘₯
Prevent duplicate records with smart matching
Search existing databases before creating new entries, updating current accounts and contacts instead of generating duplicates. Maintain a clean and organized database effortlessly.
πŸ’³
Manage payments, credits, and refunds seamlessly
Handle invoice payments, credit notes, and status updates as financial transactions progress. Keep your ledgers accurate throughout the entire lifecycle of a sale.
⚑
Extend your workflow to external tools
Connect your core Exact Online and Xero flow with apps like Slack or HubSpot to trigger follow-up tasks, notify stakeholders, and log activities across your entire tech stack.
And much more...

Who is Exact Online + Xero integration for?

Connecting Exact Online and Xero helps business owners, accountants, and project managers eliminate manual data entry and keep financial records completely synchronized.

Financial controllers
Financial controllers
Project managers
Project managers
Client service managers
Client service managers
Operations teams
Operations teams
Sales directors
Sales directors
Compliance officers
Compliance officers
πŸ“Š
Financial controllers
You're reviewing revenue reports every week but your accounting records only update when someone manually reconciles accounts, so the figures you're analyzing are always a few days behind β€” with this integration, every transaction and contact syncs instantly and your books stay current.
⏱️
Project managers
You need to track billable hours and project costs immediately, but you find out about invoicing discrepancies long after work finishes β€” with this integration, every project and contact updates automatically so you can act on accurate financial data.
🀝
Client service managers
You answer to clients who want immediate confirmation of their account status and billing details, but you spend hours cross-referencing platforms β€” this integration means client records and invoices update across systems instantly without manual delays.
πŸ“¦
Operations teams
The volume of new customer orders and accounts is too high for anyone to keep up by hand, leading to missing entries in your ledgers β€” this integration means every new contact and record flows directly between platforms without manual effort.
πŸ’Ό
Sales directors
You close deals in your CRM and depend on finance to manually set up accounts and invoices in your accounting software, causing frustrating delays β€” with this integration, closed accounts flow straight into your financial ledgers instantly.
πŸ“
Compliance officers
You need a reliable, uncompromised audit trail and keep finding gaps between customer records and financial invoices β€” with this integration, every created account and transaction is logged accurately across both platforms.
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 Exact Online + Xero

Build and manage your Exact Online + 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 Exact Online + 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 β€” 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Xero?
Frequently Asked Questions
Connecting Exact Online and Xero is simple and takes just one click with ready workflows on Integrately. You can sync contacts, generate invoices, and keep your accounting data updated without coding. Use Integrately AI to customise your exact data mapping.
Can I automatically create Xero invoices from Exact Online data?
Frequently Asked Questions
Can I connect Exact Online, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Xero?
Frequently Asked Questions
How do contact updates sync between Exact Online and Xero?
Frequently Asked Questions
Can I manage purchase orders and bills between Exact Online and Xero?
Frequently Asked Questions
Do I need coding skills to integrate Exact Online and Xero?
Frequently Asked Questions
Is the Exact Online and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Xero With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
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Xero
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Xero Integrations arrow right
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