klaviyo + Xero Integration

Integrate klaviyo to Xero in one click, or tell Integrately AI how you want each profile handled. Create sales invoices, update contacts, track payments, and log bank transactions automatically.

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1.
  • klaviyo
    Event is created in klaviyo
  • 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.
  • klaviyo
    Add profile in klaviyo
  • klaviyo
    Update subscriber in klaviyo
  • klaviyo
    Create or update profile in klaviyo
  • klaviyo
    Send subscription request in klaviyo
  • klaviyo
    Subscribed profile immediately in klaviyo
  • klaviyo
    Add subscriber in klaviyo
  • klaviyo
    Add profile to list in klaviyo
  • klaviyo
    Search profile in klaviyo
  • klaviyo
    Search list in klaviyo
  • 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 klaviyo + Xero Integration

Create sales invoices from klaviyo profiles, update contact records, log payments, and track transactions, all in just one click.

Most popular automationmost-popular-automations
Xero + klaviyo Integration

Create klaviyo subscriber for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use klaviyo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 klaviyo + Xero flow

Sync ecommerce orders, ad leads, and payment data across your finance stack to keep records up to date. Pick a combination and activate it in one click.

klaviyo
Xero
+
ShopifyShopify (5)
+
Meta AdsMeta Ads (4)
+
Google Analytics 4Google Analytics 4 (3)
+
StripeStripe (4)
+
TypeformTypeform (3)
+
SlackSlack (3)
S
X
K
Add every Shopify order as a sales invoice in Xero, and create a profile in klaviyo
Shopify orders instantly generate sales invoices in Xero while adding customer profiles in klaviyo, eliminating manual data entry.
S
X
K
When a Shopify customer is updated, update the matching contact in Xero and update subscriber in klaviyo
Customer details updated in Shopify automatically sync to Xero contacts and klaviyo subscribers.
S
X
K
If a Shopify order exceeds $500, create a sales invoice in Xero and add profile to list in klaviyo
High-value Shopify orders trigger priority Xero invoices and add profiles to specific klaviyo lists.
S
C
X
K
Use ChatGPT to categorise Shopify order notes, create a sales invoice in Xero, and add profile in klaviyo
ChatGPT analyses Shopify order notes before generating Xero sales invoices and klaviyo profiles.
S
X
K
When a Shopify refund is processed, create a credit note in Xero and update subscriber in klaviyo
Shopify refunds automatically generate Xero credit notes and update subscriber status in klaviyo.

Supported triggers and actions for klaviyo and Xero

Mix and match to build the exact automation you need

klaviyo
klaviyo Triggers & Actions
Event is created in klaviyo
Triggers the automation when a new event is created
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Add profile in klaviyo
Adds a new profile
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Update subscriber in klaviyo
Updates a subscriber's information
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Create or update profile in klaviyo
Creates or updates profile information
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Send subscription request in klaviyo
Subscribe a new profile
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Subscribed profile immediately in klaviyo
Subscribe a new profile
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Add subscriber in klaviyo
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Add profile to list in klaviyo
Adds a new profile to a mailing list
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Search profile in klaviyo
Look up and retrieve profile information
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Search list in klaviyo
Scans and retrieves results for a particular list
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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 klaviyo + Xero?

Streamline your marketing and accounting operations with ready-made automation workflows.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from klaviyo events
Automatically generate sales invoices in Xero the moment an event is created in klaviyo. Keep your financial ledgers perfectly aligned with your customer database without manual data entry.
๐Ÿ“‹
Capture every submitted customer field
Map all available profile and invoice fields between platforms instead of just basic names. Your accounting records and subscriber lists capture complete context for every transaction.
๐Ÿ””
Notify your team instantly on Slack
Alert your finance and sales teams in Slack the moment new invoices or customer profiles are created. Ensure everyone stays informed of critical business updates immediately.
๐Ÿ”€
Route records based on submitted data
Apply conditional rules to send high-value invoices to priority accounting folders and tag VIP customers in your marketing lists automatically based on order totals.
๐Ÿ”„
Keep customer profiles up to date
Automatically update subscriber records and contact details across both platforms when changes occur. Prevent outdated information from causing communication or billing errors.
๐Ÿ”
Search and update instead of creating duplicates
Verify existing records before creating new entries in Xero or klaviyo. Maintain clean contact databases and accounting ledgers without redundant profile creation.
๐Ÿ’ณ
Handle refunds and status changes
Automatically generate credit notes in Xero and update subscriber statuses in klaviyo when refunds or payment updates occur. Keep financial reconciliations accurate.
๐ŸŒ
Extend workflows with Shopify or Stripe
Connect ecommerce checkout platforms like Shopify or Stripe into your klaviyo and Xero flow. Trigger multi-app automations from a single customer purchase event.
And much more...

Who is klaviyo + Xero integration for?

Teams managing ecommerce marketing and financial accounting rely on automated profile sync and invoice generation to eliminate manual bookkeeping.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success leads
Client success leads
E-commerce managers
E-commerce managers
Operations leads
Operations leads
Finance managers
Finance managers
๐Ÿ“ˆ
Performance marketers
You're running campaigns across multiple channels but your financial reports only update when someone manually exports invoices, so the revenue counts you're optimising against are always a few hours behind โ€” with this integration, every transaction lands in your accounting ledger instantly and your data stays current.
โšก
Sales representatives
You need to act fast on customer profile updates, and you find out too late when invoices are delayed in separate spreadsheets โ€” connecting these apps means every customer change creates accurate accounting records instantly so you can close deals without friction.
๐Ÿค
Client success leads
You answer to stakeholders who want to see live billing and subscriber status, but disconnected tools leave gaps in your reporting โ€” this integration means every client update syncs across platforms so stakeholder reviews show precise numbers.
๐Ÿ“Š
E-commerce managers
The order volume is too high for anyone to keep up by hand when creating customer profiles and financial invoices simultaneously โ€” automating both apps means every purchase generates records across systems without manual oversight.
โš™๏ธ
Operations leads
You own the billing workflow and depend on marketing teams to hand over customer profiles manually, causing bottlenecks โ€” this integration means customer creation triggers invoices automatically and keeps your operational pipeline moving.
๐Ÿ“‹
Finance managers
You need a reliable history of all transactions and keep finding gaps between marketing lists and accounting ledgers โ€” automating these apps means every subscriber profile and sales invoice matches perfectly across your business stack.
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 klaviyo + Xero

Build and manage your klaviyo + 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 klaviyo + 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?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect klaviyo to Xero?
Frequently Asked Questions
Connecting klaviyo and Xero is simple with Integrately. You can use ready-made workflows or use Integrately AI to set up your integration in 1 click alongside apps like Shopify, Stripe, and Slack.
Can I automatically create Xero sales invoices from klaviyo events?
Frequently Asked Questions
Can I connect klaviyo, Xero, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for klaviyo and Xero?
Frequently Asked Questions
How does klaviyo handle profile data during the integration?
Frequently Asked Questions
Can I update contact records and invoices in Xero automatically?
Frequently Asked Questions
Do I need coding skills to automate klaviyo and Xero?
Frequently Asked Questions
Is the klaviyo and Xero integration free?
Frequently Asked Questions
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