Simplero + Xero Integration

Integrate Simplero to Xero in one click, or tell Integrately AI how you want each purchase handled. Record sales, update your books, track revenue, and keep your accounting accurate automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simplero
    Tag is added to contact in Simplero Instant
  • Simplero
    Tag is removed from contact in Simplero Instant
  • Simplero
    Purchase is created in Simplero Instant
  • Simplero
    Purchase is deleted in Simplero Instant
  • Simplero
    Subscription is created in Simplero Instant
  • Simplero
    Subscription is deleted in Simplero 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.
  • Simplero
    Search purchase by email in Simplero
  • Simplero
    Create or update contact in Simplero
  • Simplero
    Search contact by email in Simplero
  • Simplero
    Add tag to contact in Simplero
  • Simplero
    Remove tag from contact in Simplero
  • Simplero
    Subscribe to a List in Simplero
  • Simplero
    Unsubscribe from list in Simplero
  • 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 WorkflowsReady Workflows ย  for Simplero + Xero Integration

Track purchases, create invoices, update contacts, record payments, and keep books current, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Simplero + Xero flow

Sync purchase records to your email marketing, enrolment platforms, payment tools, and team channels. Pick a combination and activate it in one click.

Simplero
Xero
+
TeachableTeachable (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
ActiveCampaignActiveCampaign (3)
+
ZoomZoom (3)
+
SlackSlack (3)
S
X
T
When a new purchase is created in Simplero, create a sales invoice in Xero and enroll the student in Teachable.
Simplero purchases instantly generate Xero sales invoices while automatically enrolling students in Teachable without manual data entry.
S
X
T
When a Simplero subscription is created, create a Xero contact and add the student as a user in Teachable.
New subscriptions in Simplero automatically establish Xero contacts and set up user profiles in Teachable for immediate access.
S
X
T
When a Simplero purchase is deleted, create a credit note in Xero and unenroll the student in Teachable.
Cancelled purchases trigger Xero credit notes and remove course access in Teachable automatically to keep records aligned.

Supported triggers and actions for Simplero and Xero

Mix and match to build the exact automation you need

Simplero
Simplero Triggers & Actions
Instant
Tag is added to contact in Simplero
Triggers the automation when a tag is added
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Instant
Tag is removed from contact in Simplero
Triggers the automation when a tag is added
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Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
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Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
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Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
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Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
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Search purchase by email in Simplero
Find purchase by Email
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Create or update contact in Simplero
Adds or update contact information
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Search contact by email in Simplero
Finds and retrieves contact information using their email address
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Add tag to contact in Simplero
Assigns a tag to a contact
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Remove tag from contact in Simplero
Untag the contact
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Subscribe to a List in Simplero
Subscribes to a list
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Unsubscribe from list in Simplero
Removes email address from mailing 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 Simplero + Xero?

Streamline your info business finances with powerful automated workflows connecting your courses and accounting.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from Simplero purchases
Generate a sales invoice in Xero the moment a new purchase is completed in Simplero. Your accounting books update instantly without manual data transfer.
๐Ÿ“ฅ
Capture every submitted buyer field and detail
Map all available customer details and purchase line items from Simplero directly into Xero sales invoices and contact profiles.
๐Ÿ””
Notify your finance team instantly on Slack
Send real-time alerts to your team channel whenever a new course sale or subscription payment is recorded in your platform.
๐Ÿ”€
Route invoices based on product or tier
Create specific sales invoices or assign different account codes in Xero depending on which course or membership tier the customer purchased.
๐Ÿ”„
Keep contact records up to date automatically
Update customer details in Xero whenever contact information or billing addresses change in Simplero.
๐Ÿ”
Search and update existing contacts without duplicates
Check if a contact already exists in Xero before creating a new record, preventing duplicate entries in your customer database.
๐Ÿ’ณ
Handle subscription cancellations and refunds
Automatically create credit notes in Xero when a Simplero subscription is cancelled or a purchase is deleted.
โœ‰๏ธ
Extend your workflow to email marketing
Connect Simplero and Xero to Mailchimp so buyers receive invoices and join targeted email lists simultaneously.
And much more...

Who is Simplero + Xero integration for?

Connecting Simplero and Xero streamlines financial tracking for info businesses, course creators, and online educators by eliminating manual bookkeeping work.

Finance directors
Finance directors
Course creators
Course creators
Business managers
Business managers
High-volume membership owners
High-volume membership owners
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors
You review revenue reports and P&L statements every week, but manual data entry between your info business platform and books leaves ledger numbers stale and inaccurate โ€” this integration means every new purchase updates your accounts instantly and your financial data stays current.
โšก
Course creators
You need to track daily sales and student enrollments to understand your growth, but finding out about transactions days later delays business decisions โ€” with this integration, every new order logs in your accounting system automatically and you always know your exact standing.
๐Ÿ“‹
Business managers
You answer to stakeholders who want verified revenue reports and clean bookkeeping records, but manual export errors cause discrepancies โ€” automating both apps means every invoice matches your sales platform perfectly and audit preparation becomes effortless.
๐Ÿš€
High-volume membership owners
Your platform processes dozens of course sales and subscription payments daily, and your team spends hours typing orders into spreadsheets by hand โ€” connecting these apps means every transaction generates an invoice instantly and your staff skips the data entry.
๐Ÿ”„
Operations leads
You rely on accurate customer profiles to manage billing issues and refunds, but disconnected software creates frustrating gaps in contact history โ€” this integration means every client record updates across platforms the moment a change occurs.
๐Ÿ’ผ
Bookkeepers
You maintain financial records for growing online businesses, but missing receipts and untracked course sales create endless reconciliation work โ€” automating both apps means every purchase and subscription flows directly into your ledger without missing a single entry.
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 Simplero + Xero

Build and manage your Simplero + 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 Simplero + 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?

1
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Simplero to Xero?
Frequently Asked Questions
You can connect Simplero to Xero in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It links your course platform with accounting tools like Mailchimp, Stripe, and Slack seamlessly.
Can I automatically create Xero invoices from Simplero purchases?
Frequently Asked Questions
Can I connect Simplero, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simplero and Xero?
Frequently Asked Questions
How does Simplero handle purchase data during integration?
Frequently Asked Questions
Can Xero contact details update automatically from Simplero?
Frequently Asked Questions
Do I need coding skills to automate Simplero and Xero?
Frequently Asked Questions
Is the Simplero and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Simplero or Xero With 1500+ Other Apps

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