SharpSpring + Xero Integration

Integrate SharpSpring to Xero in one click, or tell Integrately AI how you want each contact handled. Create invoices, track payments, update accounts, and sync contacts automatically.

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1.
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
  • 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.
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring
  • 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 SharpSpring + Xero Integration

Create sales invoices, sync contacts, track payments, and update accounts, all in just one click.

Most popular automationsmost-popular-automations
Xero + SharpSpring Integration

Create SharpSpring contact for new Xero contact

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

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

Notify your team about new financial updates, log client details in your CRM, and send automated follow-up messages. Pick a combination and activate it in one click.

SharpSpring
Xero
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
SalesforceSalesforce (2)
+
MailchimpMailchimp (2)
+
CalendlyCalendly (2)
+
SlackSlack (3)
S
X
S
Add every new SharpSpring contact to Xero as a sales invoice, and create a customer profile in Stripe.
New SharpSpring contacts instantly generate a sales invoice in Xero and a matching customer profile in Stripe, removing manual billing setup.
X
S
S
When a Xero payment is created or updated, update the matching SharpSpring contact and record the transaction in Stripe.
Keep your SharpSpring contacts updated when payments clear in Xero and log records in Stripe without manual intervention.
S
X
S
Use ChatGPT to analyse SharpSpring form submissions before creating a Xero invoice and a Stripe customer.
Evaluate lead details with ChatGPT before generating a Xero sales invoice and setting up a Stripe customer profile.

Supported triggers and actions for SharpSpring and Xero

Mix and match to build the exact automation you need

SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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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 SharpSpring + Xero?

Streamline your entire customer lifecycle by instantly syncing marketing leads, sales data, and financial records between SharpSpring and Xero.

What you can automate?
🔄
Generate Xero invoices from SharpSpring contacts
Automatically create a sales invoice in Xero the moment a new contact is created in SharpSpring. Eliminate administrative overhead and speed up your billing cycle.
📋
Capture every submitted form field
Map complete form submission data from SharpSpring into your Xero invoices or contacts. Ensure no custom user answers or details get left behind.
🔔
Notify your team instantly on updates
Send automated alerts to your sales or finance channels whenever a new contact or invoice status updates. Keep everyone informed in real time.
🔀
Route records based on submitted criteria
Trigger different invoicing actions or create specific contact tiers in Xero depending on custom field values submitted in SharpSpring forms.
✏️
Keep financial records synchronized as data changes
Automatically update contact profiles and invoice statuses in Xero whenever matching accounts or opportunities are modified in SharpSpring.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Xero before creating a new record, updating existing details cleanly to maintain a tidy ledger.
💳
Handle payment and quote status changes
Trigger automated follow-up operations in SharpSpring whenever Xero sales invoices, quotes, or payments are created or updated.
💬
Extend workflows to team communication apps
Connect your SharpSpring and Xero workflow with Slack to broadcast important milestone updates directly to your team.
And much more...

Who is SharpSpring + Xero integration for?

SharpSpring and Xero integration helps sales and finance teams streamline lead conversion, billing accuracy, and revenue tracking without manual data entry.

Finance managers
Finance managers
Sales team leads
Sales team leads
Account executives
Account executives
Operations directors
Operations directors
Billing specialists
Billing specialists
Revenue operations leads
Revenue operations leads
📊
Finance managers
You're reviewing revenue reports in Xero while marketing collects leads in SharpSpring, but manual data entry causes delayed billing updates and inaccurate cash flow visibility — with this integration, every new contact smoothly triggers financial records and keeps your books current.
Sales team leads
You're pushing new opportunities through SharpSpring pipelines while waiting on finance to issue invoices in Xero, but communication gaps slow down deal closing — automating both apps means invoices go out instantly and deals move forward without friction.
🤝
Account executives
You're managing client onboarding in SharpSpring and explaining billing statuses, but missing invoice updates leave you unprepared during client calls — this integration means your contact and invoice data stay perfectly aligned across platforms.
⚙️
Operations directors
You're overseeing high volumes of marketing submissions in SharpSpring and manual invoice creation in Xero, but high transaction counts create bottlenecks — connecting these apps means every transaction processes automatically without manual backlog.
💳
Billing specialists
You're creating sales invoices in Xero after receiving notifications from SharpSpring, but manual transcription errors cause billing discrepancies — this integration means invoice creation happens instantly and accurately.
📈
Revenue operations leads
You're tracking customer journeys from SharpSpring forms to Xero ledgers, but data silos create gaps in financial reporting and customer history — automating both apps means your end-to-end revenue data is complete and reliable.
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 SharpSpring + Xero

Build and manage your SharpSpring + 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 SharpSpring + 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 — 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
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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 SharpSpring to Xero?
Frequently Asked Questions
You can connect SharpSpring to Xero in 1 click using ready workflows or ask Integrately AI to build the automation. It links your marketing contacts and financial accounts effortlessly along with 1,500+ other apps like Slack, HubSpot, and Stripe.
Can I automatically create Xero invoices when a contact is created in SharpSpring?
Frequently Asked Questions
Can I connect SharpSpring, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SharpSpring and Xero?
Frequently Asked Questions
How does SharpSpring handle form submissions in this integration?
Frequently Asked Questions
How are sales invoices created in Xero from SharpSpring data?
Frequently Asked Questions
Do I need coding skills to set up SharpSpring and Xero automations?
Frequently Asked Questions
Is the SharpSpring and Xero integration free?
Frequently Asked Questions
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