Recurly + Xero Integration

Integrate Recurly to Xero in one click, or tell Integrately AI how you want each subscription handled. Generate sales invoices, record transactions, update client accounts, and track your business finances automatically.

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1.
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly 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.
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Search item by name 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 Recurly + Xero Integration

Capture new subscriptions, generate sales invoices, log transactions, update contacts, and track financial records, all in just one click.

Most popular automationsmost-popular-automations
Xero + Recurly Integration

Create Recurly account for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Recurly 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 account will automatically be created in Recurly.

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

Create Xero task for new Recurly account

Xero and Recurly are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Recurly integration, you can automatically create task in Xero whenever a new account is created in Recurly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Recurly + Xero flow

Sync billing records with your CRM, messaging tools, spreadsheets, and support systems for complete financial visibility. Pick a combination and activate it in one click.

Recurly
Xero
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
+
ZendeskZendesk (8)
R
X
S
Create a Xero sales invoice when a Recurly invoice is created, and create a customer in Stripe.
New Recurly invoices immediately create sales invoices in Xero and set up customer records in Stripe, eliminating manual accounting updates.
R
X
S
When a Recurly subscription is created, create a sales invoice in Xero and add a payment method in Stripe.
New Recurly subscriptions trigger a Xero sales invoice and securely save payment details in Stripe.
R
X
S
When a transaction is made in Recurly, record it in Xero and create a charge in Stripe.
Every Recurly transaction updates your Xero accounts and logs the charge in Stripe instantly.
R
X
S
Create a Xero contact when a Recurly account is created, and update the customer profile in Stripe.
New Recurly accounts instantly populate Xero contacts and update customer profiles in Stripe.
R
X
S
If a Recurly subscription is canceled, update the invoice in Xero and cancel the subscription in Stripe.
Canceled Recurly subscriptions update accounting records in Xero and cancel recurring billing in Stripe.
R
X
S
When a Recurly subscription expires, update the invoice in Xero and deactivate the customer in Stripe.
Expired Recurly subscriptions adjust Xero financial records and deactivate customer billing in Stripe.
R
X
S
Use ChatGPT to summarize every new Recurly invoice, create a sales invoice in Xero, and log the summary in Stripe.
ChatGPT analyzes new Recurly invoices before creating Xero sales invoices and logging records in Stripe.
R
X
S
When a Recurly account is created, create a Xero contact, update Stripe, and notify your finance team on Slack.
New Recurly accounts create Xero contacts, update Stripe records, and notify your finance team on Slack.

Supported triggers and actions for Recurly and Xero

Mix and match to build the exact automation you need

Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
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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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Get online invoice URL in Xero
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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 invoice in Xero
Attach files to generated invoices for easy reference
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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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Update invoice items in Xero
Updates the items in an invoice
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Search item by name in Xero
Locates and retrieves particular item information
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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 Recurly + Xero?

Streamline your subscription billing and financial accounting by connecting Recurly and Xero workflows.

What you can automate?
๐Ÿงพ
Generate sales invoices from new subscriptions
Automatically create a Xero sales invoice the moment a subscription is created in Recurly, keeping your accounting records instantly up to date.
๐Ÿ“‹
Capture complete transaction details
Map subscription amounts, customer names, and invoice line items directly into your financial records instead of relying on basic summaries.
๐Ÿ””
Alert your team on payment events
Notify your finance channel whenever a new transaction is made or an invoice is created in Recurly.
๐Ÿ”€
Route invoices based on subscription tiers
Send enterprise subscriptions to a dedicated Xero account while routing standard plans to your general ledger.
๐Ÿ”„
Keep customer records synchronized
Automatically update Xero contacts whenever subscription or account details change in Recurly.
๐Ÿ”
Prevent duplicate billing entries
Search for existing contacts before creating new invoices to maintain clean accounting records.
โš ๏ธ
Handle subscription cancellations and expirations
Update invoice statuses or create credit notes in Xero when Recurly subscriptions are canceled or expired.
๐Ÿš€
Extend your billing workflow to Slack
Send instant notifications to your accounting team in Slack whenever a new Recurly invoice is generated.
And much more...

Who is Recurly + Xero integration for?

Connecting Recurly and Xero helps finance teams, founders, and account managers automate billing records, eliminate manual data entry, and keep books accurate.

Finance Managers
Finance Managers
Founders and CEOs
Founders and CEOs
Client Accountants
Client Accountants
Subscription Business Owners
Subscription Business Owners
Customer Success Leads
Customer Success Leads
Operations Directors
Operations Directors
๐Ÿ“Š
Finance Managers
You reconcile subscription billing records against your bank accounts every month, but manual data entry leads to discrepancies that take hours to find and fix โ€” automating both apps means every Recurly invoice automatically updates your Xero accounts for flawless reconciliation.
โšก
Founders and CEOs
You track incoming revenue daily, but accounting updates lag behind new sign-ups because your team updates books by hand, leaving you without a clear financial picture โ€” this integration means your revenue figures update in Xero the moment a customer subscribes.
๐Ÿ“‹
Client Accountants
You prepare financial reports for clients who use Recurly for billing, but missing transaction data forces you to chase down spreadsheets and receipts โ€” connecting these apps means every transaction flows straight into Xero to keep your client reports accurate.
๐Ÿ“ˆ
Subscription Business Owners
You process thousands of recurring subscription payments each week, but manual invoicing cannot keep up with your growth and creates massive billing backlogs โ€” with this integration, high-volume transactions instantly generate Xero sales invoices without manual effort.
๐Ÿ’ผ
Customer Success Leads
You handle billing disputes and account renewals, but you lack real-time visibility into whether customer invoices have been paid or processed in accounting โ€” this integration means your account team can instantly view payment statuses across both platforms.
๐Ÿ—‚๏ธ
Operations Directors
You maintain audit-ready financial histories, but fragmented data between billing and accounting tools creates recurring gaps in your transaction records โ€” automating both apps means every subscription event is logged accurately and continuously.
Our team

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Why choose Integrately to automate Recurly + Xero

Build and manage your Recurly + 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 Recurly + 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Recurly to Xero?
Frequently Asked Questions
You can connect Recurly to Xero easily using 1-click ready workflows or Integrately AI. Pair them with apps like Stripe, HubSpot, Slack, Mailchimp, Google Sheets, and Zendesk to automate your complete subscription and accounting stack.
Can I automatically create Xero sales invoices from new Recurly subscriptions?
Frequently Asked Questions
Can I connect Recurly, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Recurly and Xero?
Frequently Asked Questions
How does Recurly handle new subscription events during integration?
Frequently Asked Questions
How does Xero process incoming sales invoices from Recurly?
Frequently Asked Questions
Is coding required to set up the Recurly and Xero integration?
Frequently Asked Questions
Is the Recurly and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Recurly or Xero With 1500+ Other Apps

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Xero
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