sevDesk + Xero Integration

Integrate sevDesk to Xero in one click, or tell Integrately AI how you want each invoice handled. Sync billing data, track financial transactions, alert your finance team, and keep your books updated automatically.

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1.
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
  • 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.
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk
  • Xero
    Add attachment to invoice in Xero
  • 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
    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 sevDesk + Xero Integration

Create invoices, track expenses, update contacts, notify your finance team, and keep your books reconciled, all in just one click.

Most popular automationsmost-popular-automations
Xero + sevDesk Integration

Create sevDesk 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 sevDesk.

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 sevDesk!
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Xero + sevDesk Integration

Create sevDesk contact from new Xero account

If you have created a account in Xero, it's important to create a contact in sevDesk. 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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sevDesk + Xero Integration

Create Xero task for new sevDesk invoice

If you use sevDesk to manage your invoice, you can also use Xero to create and manage task associated with those invoice. Creating a task in Xero will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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sevDesk + Xero Integration

Create Xero task for new sevDesk contact

With the growth of sevDesk, many companies are looking for ways to connect their sevDesk 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 sevDesk.

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 sevDesk + Xero flow

Sync financial records to CRMs, notify teams on chat, and log transactions in spreadsheets after your core accounting flow completes. Pick a combination and activate it in one click.

sevDesk
Xero
+
ShopifyShopify (4)
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StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
S
X
S
Create a Shopify customer when a contact is created in sevDesk and a contact is created in Xero
New sevDesk contacts automatically update Xero and create matching customers in Shopify without manual entry.
S
X
S
When a sevDesk invoice is created, record a Xero sales invoice and add a product in Shopify
Keep your store inventory and accounting books updated instantly whenever a new invoice is generated.
S
X
S
Create a Shopify draft order when an order is created in sevDesk and logged in Xero
Bridge your accounting orders directly into Shopify as draft orders for seamless fulfillment tracking.
S
X
S
When a sevDesk order is updated, update the Xero invoice and update the customer in Shopify
Ensure order modifications in sevDesk instantly propagate to Xero and your Shopify customer base.

Supported triggers and actions for sevDesk and Xero

Mix and match to build the exact automation you need

sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Create invoice in sevDesk
Generates invoices for sales transactions
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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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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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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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 sevDesk + Xero?

Streamline your financial accounting workflows by connecting sevDesk and Xero for seamless data synchronization.

What you can automate?
๐Ÿงพ
Sync invoices automatically from sevDesk to Xero
Create a Xero sales invoice instantly whenever a new invoice is generated in sevDesk. Eliminate manual data entry and keep your accounting ledger accurate.
๐Ÿ“‹
Capture every submitted invoice field and line item
Map all available line items, taxes, and amounts from sevDesk into Xero instead of basic totals. Your financial records retain complete itemization.
๐Ÿ””
Notify your finance team the moment an invoice is logged
Send instant alerts to your team channels as soon as accounting records update. Keep all departments informed without checking platforms manually.
๐Ÿ”€
Route records based on submitted customer criteria
Apply different accounting rules or tags in Xero depending on the customer type or order value submitted in sevDesk.
๐Ÿ”„
Keep financial records updated as orders change
Automatically update existing Xero invoices and records whenever order details or line items are modified in sevDesk.
๐Ÿ‘ฅ
Prevent duplicate contacts during synchronization
Search existing records before creating new entries so your contact database in Xero remains clean and free of duplicates.
๐Ÿ’ณ
Handle payment and voucher status changes seamlessly
Track vouchers and bills as they move through your financial workflow, updating statuses across both platforms automatically.
๐Ÿ’ฌ
Extend your accounting flow to Slack
Trigger automated team notifications in Slack or log records in spreadsheets immediately after your sevDesk and Xero sync finishes.
And much more...

Who is sevDesk + Xero integration for?

Finance teams, accountants, and business owners who manage financial operations across multiple platforms benefit from automated accounting data synchronization.

Financial controllers
Financial controllers
Business owners
Business owners
Accountants
Accountants
E-commerce managers
E-commerce managers
Sales operations
Sales operations
Bookkeeping assistants
Bookkeeping assistants
๐Ÿ“ˆ
Financial controllers
You're reviewing financial reports in Xero but your billing records in sevDesk take hours to reconcile manually, so your monthly revenue numbers are always lagging behind โ€” with this integration, every new invoice syncs instantly and your ledger stays current.
โšก
Business owners
You need to track incoming orders and customer payments across your business units, but finding out about delayed payments too late disrupts your cash flow โ€” with this integration, every transaction updates automatically so you always know where you stand.
๐Ÿค
Accountants
You answer to clients who expect their financial vouchers and invoices to match perfectly across all systems, but manual data entry introduces persistent errors โ€” this integration means every record flows cleanly and audit trails remain flawless.
๐Ÿ“Š
E-commerce managers
The volume of daily orders and customer contacts is too high for anyone to keep up by hand, leading to duplicated or missed billing entries โ€” automating both apps means every order and contact is recorded instantly without manual bottlenecks.
๐Ÿ’ผ
Sales operations
You depend on the billing team to hand over finalized invoices so you can update client records, but communication delays stall your follow-ups โ€” connecting these apps means your CRM and accounting platforms update in lockstep.
๐Ÿ—‚๏ธ
Bookkeeping assistants
You need a reliable history of all vouchers and orders, but manual transfers leave frustrating gaps in your accounting records โ€” this integration means every transaction is captured precisely from the moment it is created.
Our team

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Why choose Integrately to automate sevDesk + Xero

Build and manage your sevDesk + 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 sevDesk + 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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Frequently Asked Questions

How do I connect sevDesk to Xero?
Frequently Asked Questions
You can connect sevDesk to Xero instantly using 1-click ready workflows or ask Integrately AI to build your custom setup. Integrate with Shopify, Stripe, HubSpot, Slack, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically sync new sevDesk invoices to Xero sales invoices?
Frequently Asked Questions
Can I connect sevDesk, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for sevDesk and Xero?
Frequently Asked Questions
How does sevDesk handle contact creation during synchronization?
Frequently Asked Questions
How are Xero financial records updated from sevDesk orders?
Frequently Asked Questions
Do I need coding skills to automate sevDesk and Xero?
Frequently Asked Questions
Is the sevDesk and Xero integration free?
Frequently Asked Questions
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