OfficeRnD + Xero Integration

Integrate OfficeRnD to Xero in one click, or tell Integrately AI how you want each invoice handled. Create matching sales invoices, update customer records, log payments, and track accounting entries automatically.

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1.
  • OfficeRnD
    New contract is created in OfficeRnD Instant
  • OfficeRnD
    Member status updated in OfficeRnD Instant
  • OfficeRnD
    New membership is created in OfficeRnD Instant
  • OfficeRnD
    New member is created in OfficeRnD Instant
  • OfficeRnD
    New company is created in OfficeRnD Instant
  • OfficeRnD
    New booking is created in OfficeRnD Instant
  • OfficeRnD
    New invoice is created in OfficeRnD 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.
  • OfficeRnD
    Create member in OfficeRnD
  • OfficeRnD
    Create opportunity in OfficeRnD
  • OfficeRnD
    Search location in OfficeRnD
  • OfficeRnD
    Create booking in OfficeRnD
  • OfficeRnD
    Create membership in OfficeRnD
  • OfficeRnD
    Create one-off fee in OfficeRnD
  • OfficeRnD
    Create company in OfficeRnD
  • OfficeRnD
    Search company in OfficeRnD
  • OfficeRnD
    Create event in OfficeRnD
  • OfficeRnD
    Update booking in OfficeRnD
  • OfficeRnD
    Create post in OfficeRnD
  • OfficeRnD
    Get company by ID in OfficeRnD
  • OfficeRnD
    Search member in OfficeRnD
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL 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 OfficeRnD + Xero Integration

Create sales invoices from new OfficeRnD invoices, sync contacts, update accounting entries, and trigger financial follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Xero + OfficeRnD Integration

Create OfficeRnD company from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in OfficeRnD whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with OfficeRnD and Xero!
Xero + OfficeRnD Integration

Create OfficeRnD contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - OfficeRnD integration, anytime a new Xero contact is created, an OfficeRnD contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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OfficeRnD + Xero Integration

Create Xero task for new OfficeRnD contact

In OfficeRnD, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your OfficeRnD + Xero flow

Streamline communication, schedule follow-ups, sync CRM records, and track financial data across your entire stack. Pick a combination and activate it in one click.

OfficeRnD
Xero
+
SlackSlack (6)
+
Google CalendarGoogle Calendar (5)
+
HubSpotHubSpot (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
Google SheetsGoogle Sheets (5)
O
X
S
Create a Xero sales invoice for every new OfficeRnD invoice, and post the details to your finance channel in Slack.
New OfficeRnD invoices generate matching Xero sales invoices instantly while your finance channel gets notified in Slack, so billing stays accurate without manual entry.
O
X
S
Log every new OfficeRnD membership in Xero, and alert your sales channel in Slack.
New OfficeRnD memberships update your Xero accounting records automatically and trigger a team notification in Slack.
X
O
S
When a Xero payment is created, update the member status in OfficeRnD and notify your billing team in Slack.
Recorded Xero payments update member statuses in OfficeRnD automatically and alert your billing team in Slack.
O
X
S
If a new OfficeRnD contract is created, create a Xero contact and announce the agreement in Slack.
New OfficeRnD contracts establish Xero contacts automatically and announce the new agreement in Slack.
O
X
S
Use Claude to summarise new OfficeRnD invoice notes, create a Xero bill, and post the summary in Slack.
Claude summarises OfficeRnD invoice details before generating a Xero bill and notifying your accounting channel in Slack.
X
O
S
When a Xero sales invoice is created, create an OfficeRnD booking record and notify the operations team in Slack.
New Xero sales invoices generate corresponding OfficeRnD bookings while notifying your operations team in Slack.

Supported triggers and actions for OfficeRnD and Xero

Mix and match to build the exact automation you need

OfficeRnD
OfficeRnD Triggers & Actions
Instant
New contract is created in OfficeRnD
Triggers the automation when a new contract is created
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Instant
Member status updated in OfficeRnD
Triggers the automation when the status of a member is updated
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Instant
New membership is created in OfficeRnD
Triggers the automation when a new membership is created
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Instant
New member is created in OfficeRnD
Triggers the automation when a new member is created
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Instant
New company is created in OfficeRnD
Triggers the automation when a new company is created
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Instant
New booking is created in OfficeRnD
Triggers the automation when a new booking is created
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Instant
New invoice is created in OfficeRnD
Triggers the automation when a new invoice is created
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Create member in OfficeRnD
Adds a new member to the system
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Create opportunity in OfficeRnD
Creates a new instance of the support system
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Search location in OfficeRnD
Searches for a location
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Create booking in OfficeRnD
Schedule and confirm a booking request
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Create membership in OfficeRnD
Generates and establish new membership accounts for users
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Create one-off fee in OfficeRnD
Creates a one-time fee
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Create company in OfficeRnD
Generates a new company profile with given details
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Search company in OfficeRnD
Finds information about a company
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Create event in OfficeRnD
Adds a new contact to the contact list
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Update booking in OfficeRnD
Updates the booking details with the latest information
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Create post in OfficeRnD
Creates and publish a new post
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Get company by ID in OfficeRnD
Retrieves a company's information based on their id
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Search member in OfficeRnD
Searches for a member by email or name or phone.
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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Search item by name in Xero
Locates and retrieves particular item information
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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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 OfficeRnD + Xero?

Streamline your coworking space billing, synchronise accounting records, and eliminate manual data entry between operations and finance.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from OfficeRnD invoices
Generate matching sales invoices in Xero the moment a new invoice is created in OfficeRnD. Your accounting books stay completely synchronised with day-to-day coworking operations.
๐Ÿ“‹
Capture every submitted contract and member field
Map all contract details, membership tiers, and company information directly into your accounting system. Eliminate partial records and maintain complete client profiles.
๐Ÿ””
Notify your team the moment billing events occur
Alert your finance and operations channels in Slack immediately when new invoices are issued or payments are recorded. Keep every department informed without extra emails.
๐Ÿ”€
Route records based on membership and contract tiers
Apply different billing rules or tagging criteria depending on the membership type or contract value submitted in OfficeRnD. Handle enterprise accounts with tailored workflows.
๐Ÿ”„
Keep accounting records updated as conditions change
Automatically update existing Xero contacts and sales invoices whenever member statuses or contract terms are modified in OfficeRnD. Prevent outdated records in your ledgers.
๐Ÿ”
Search and update instead of creating duplicates
Check whether a contact or company already exists in Xero before creating a new entry. Maintain clean ledgers and prevent redundant customer profiles.
๐Ÿ’ณ
Handle payments, refunds, and status changes
Trigger automated updates in OfficeRnD whenever a payment is created or updated in Xero. Reflect financial settlements across your management platform instantly.
๐Ÿ“Š
Extend your workflow to custom spreadsheet trackers
Send transaction summaries and member growth metrics directly to Google Sheets for custom reporting. Build comprehensive dashboards alongside your core accounting stack.
And much more...

Who is OfficeRnD + Xero integration for?

Coworking space operators, finance teams, and community managers eliminate manual billing entry and keep financial records synchronised across systems.

Financial Controllers
Financial Controllers
Coworking Space Managers
Coworking Space Managers
Space Owners and Directors
Space Owners and Directors
Billing Administrators
Billing Administrators
Community Leads
Community Leads
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Financial Controllers
You rely on accurate revenue reports to make operational decisions, but manual invoice transfers leave your ledgers outdated for hours โ€” this integration means every new OfficeRnD invoice updates your Xero books instantly and your financial data stays current.
โšก
Coworking Space Managers
You need to track member signups and payment statuses immediately, but waiting on manual reconciliation causes costly payment delays โ€” automating both apps means every payment event updates member accounts without delay.
๐Ÿข
Space Owners and Directors
You answer to stakeholders who demand clear visibility into monthly recurring revenue, but disconnected platforms create reporting gaps โ€” connecting these apps means your financial performance metrics remain accurate and audit-ready.
๐Ÿ“Š
Billing Administrators
You process high volumes of membership renewals and booking invoices every month, but manual data entry leads to human error โ€” automating both apps means every invoice and payment syncs across systems without manual typing.
๐Ÿค
Community Leads
You depend on accurate contract records to hand new members over to operations, but delayed updates stall onboarding โ€” this integration means new contracts create accounting contacts and notify your team immediately.
๐Ÿ“‘
Compliance Officers
You need a reliable audit history for every financial transaction and contract, but manual record-keeping leaves missing entries โ€” connecting these apps means every transaction maintains an unbroken audit trail.
Our team

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Why choose Integrately to automate OfficeRnD + Xero

Build and manage your OfficeRnD + 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 OfficeRnD + 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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Frequently Asked Questions

How do I connect OfficeRnD to Xero?
Frequently Asked Questions
You can connect OfficeRnD to Xero in 1 click using ready-made templates on Integrately, or use Integrately AI to configure your workflow. You can also integrate apps like Slack, HubSpot, and Google Sheets to handle notifications and team updates seamlessly.
Can I automatically create Xero sales invoices when a new OfficeRnD invoice is created?
Frequently Asked Questions
Can I connect OfficeRnD, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for OfficeRnD and Xero?
Frequently Asked Questions
How does OfficeRnD handle contact data when integrating with Xero?
Frequently Asked Questions
How do Xero payments update my OfficeRnD member statuses?
Frequently Asked Questions
Do I need coding skills to automate OfficeRnD and Xero?
Frequently Asked Questions
Is the OfficeRnD and Xero integration free?
Frequently Asked Questions
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