SimplyBook.me + Xero Integration

Integrate SimplyBook.me to Xero in one click, or tell Integrately AI how you want each booking handled. Create sales invoices, record client contacts, alert your team, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SimplyBook.me
    Booking is canceled in SimplyBook.me
  • SimplyBook.me
    Booking is created in SimplyBook.me
  • SimplyBook.me
    Client is created in SimplyBook.me
  • SimplyBook.me
    Invoice is created in SimplyBook.me
  • 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.
  • SimplyBook.me
    Create client in SimplyBook.me
  • SimplyBook.me
    Get clients custom fields values in SimplyBook.me
  • SimplyBook.me
    Get booking by ID in SimplyBook.me
  • 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
    Update invoice items in Xero
  • Xero
    Get online invoice URL 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for SimplyBook.me + Xero Integration

Capture bookings, create sales invoices, record client details, notify your team, and update accounting records, all in just one click.

Most popular automationsmost-popular-automations
SimplyBook.me + Xero Integration

Create Xero sales invoice for new SimplyBook.me event

If you're a professional who works on one-to-one basis and uses SimplyBook.me to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
See more
SimplyBook.me + Xero Integration

Create Xero task for new SimplyBook.me event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your SimplyBook.me account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
See more
  • 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 SimplyBook.me + Xero flow

Sync your bookings and invoices with communication, scheduling, and marketing tools to keep your business running smoothly. Pick a combination and activate it in one click.

SimplyBook.me
Xero
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
S
X
S
Create a Xero sales invoice from every SimplyBook.me booking, and create a Stripe customer.
Every SimplyBook.me booking creates a Xero sales invoice and a Stripe customer instantly, so your accounting records and payment profiles stay aligned without manual entry.
S
X
S
When a SimplyBook.me booking is canceled, find the matching Xero invoice and create a Stripe refund.
Canceled SimplyBook.me bookings automatically trigger a refund in Stripe and update your Xero records, removing manual follow-up work.
S
X
S
Create a Xero payment when a Stripe charge succeeds, and update the client in SimplyBook.me.
Successful Stripe payments automatically record a payment in Xero and update client details in SimplyBook.me without manual cross-checking.

Supported triggers and actions for SimplyBook.me and Xero

Mix and match to build the exact automation you need

SimplyBook.me
SimplyBook.me Triggers & Actions
Booking is canceled in SimplyBook.me
Triggers the automation when a booking is canceled
Try it โ†’
Booking is created in SimplyBook.me
Triggers the automation when a new booking is created
Try it โ†’
Client is created in SimplyBook.me
Triggers the automation when a new client is created
Try it โ†’
Invoice is created in SimplyBook.me
Triggers the automation when any invoice is added or modified
Try it โ†’
Create client in SimplyBook.me
Generates a new client profile
Try it โ†’
Get clients custom fields values in SimplyBook.me
Retrieves the custom field values associated with clients
Try it โ†’
Get booking by ID in SimplyBook.me
Retrieves booking details
Try it โ†’
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it โ†’
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it โ†’
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it โ†’
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it โ†’
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it โ†’
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Try it โ†’
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it โ†’
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Try it โ†’
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it โ†’
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it โ†’
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Try it โ†’
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it โ†’
User is created/updated in Xero
Triggers the automation when a user is created or updated
Try it โ†’
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it โ†’
Create project in Xero
Creates a new project
Try it โ†’
Create task in Xero
Creates a new task
Try it โ†’
Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it โ†’
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Try it โ†’
Create item code in Xero
Generates new unique item code
Try it โ†’
Update invoice items in Xero
Updates the items in an invoice
Try it โ†’
Get online invoice URL in Xero
Try it โ†’
Search item by name in Xero
Locates and retrieves particular item information
Try it โ†’
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Try it โ†’
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Try it โ†’
Search sales invoice in Xero
Searches for a sales invoice
Try it โ†’
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Try it โ†’
Create contact in Xero
Adds a new contact to the database
Try it โ†’
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Try it โ†’
Search contact by name in Xero
Finds information about a contact using the name
Try it โ†’
Update contact in Xero
Updates contact information with new details
Try it โ†’
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Try it โ†’
Create payment in Xero
Generates and process a payment transaction
Try it โ†’
Create quote in Xero
Generates a new quote with pre-filled information
Try it โ†’
Create bill in Xero
Generates a new bill for the customer
Try it โ†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it โ†’
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Try it โ†’
Send sales invoice by email in Xero
Sends a sales invoice by email
Try it โ†’
Search item in Xero
Locates and retrieves particular item information
Try it โ†’
Create bank transfer in Xero
Initiates a bank transfer
Try it โ†’
Create credit note in Xero
Generates a credit note for returned items
Try it โ†’
Create bank transaction in Xero
Generates a bank transaction
Try it โ†’
Search account in Xero
Searches for account information
Try it โ†’

What can you automate with SimplyBook.me + Xero?

Streamline your appointments and accounting by connecting booking events directly to your financial workflows.

What you can automate?
๐Ÿงพ
Generate Xero invoices from bookings
Automatically create a Xero sales invoice the moment a new booking is created in SimplyBook.me. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“
Capture every submitted client field
Map custom client answers and booking notes directly into your Xero contacts and invoices. Ensure your financial records contain all necessary details.
๐Ÿ””
Notify your team on new bookings
Trigger instant team notifications in Slack or email whenever a client confirms an appointment. Keep everyone informed of incoming revenue.
๐Ÿ”€
Route invoices based on booking type
Apply conditional logic to create standard or priority invoices in Xero depending on the service tier selected in SimplyBook.me.
๐Ÿ”„
Keep financial records up to date
Automatically update existing Xero contacts and invoices when client details change in SimplyBook.me. Prevent outdated billing information.
๐Ÿšซ
Prevent duplicate client creation
Search existing Xero contacts before creating new ones to maintain clean customer lists and avoid duplicate records.
๐Ÿ’ณ
Handle appointment cancellations
Automatically adjust Xero sales invoices or create credit notes when a booking is canceled in SimplyBook.me. Keep your accounts reconciled.
๐Ÿ“Š
Sync data with Google Sheets
Extend your SimplyBook.me and Xero flow by logging every booking and invoice detail into Google Sheets for custom reporting.
And much more...

Who is SimplyBook.me + Xero integration for?

Connecting SimplyBook.me to Xero helps service providers, finance teams, and business owners automate client accounting without manual data entry.

Finance Managers
Finance Managers
Operations Leads
Operations Leads
Accountants
Accountants
Busy Service Providers
Busy Service Providers
Billing Specialists
Billing Specialists
Business Auditors
Business Auditors
๐Ÿ“ˆ
Finance Managers
You report on revenue and financial metrics based on client bookings, but your accounting records always lag behind manual invoice creation, so the numbers you review are stale โ€” with this integration, every new booking generates a Xero sales invoice instantly and your financial data stays current.
โšก
Operations Leads
You need to act fast when client appointments are booked or canceled, and you find out about schedule changes too late because details are trapped in booking tools โ€” this integration means every booking event updates your accounting records immediately and your operations stay aligned.
๐Ÿ“‹
Accountants
You answer to business owners and stakeholders who want to see accurate financial reports and up-to-date ledgers, but manual data entry creates constant backlogs โ€” automating both apps means every transaction is recorded correctly the moment it happens and your reports are always ready.
๐Ÿ”„
Busy Service Providers
The volume of daily bookings is too high for anyone to keep up by hand, leading to missed invoices and billing errors across your customer base โ€” connecting these apps means every booking automatically generates its corresponding invoice without human intervention.
๐Ÿ‘ฅ
Billing Specialists
You own the invoicing process and depend on upstream booking details to hand over client charges, causing bottlenecks when information is delayed โ€” this integration means booking data flows straight into your financial system the second a client confirms.
๐Ÿ—‚๏ธ
Business Auditors
You need a reliable history of all client bookings and payments, but manual record-keeping keeps leaving gaps in your transaction history โ€” automating both apps means every booking and invoice creates an unbroken audit trail.
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 SimplyBook.me + Xero

Build and manage your SimplyBook.me + 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 SimplyBook.me + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect SimplyBook.me to Xero?
Frequently Asked Questions
You can connect SimplyBook.me to Xero easily using 1-click automations and Integrately AI. Choose from ready templates integrating SimplyBook.me, Xero, Stripe, and Slack to sync bookings and invoices instantly.
Can I automatically create Xero sales invoices from SimplyBook.me bookings?
Frequently Asked Questions
Can I connect SimplyBook.me, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SimplyBook.me and Xero?
Frequently Asked Questions
How are client details synced between SimplyBook.me and Xero?
Frequently Asked Questions
Can I handle canceled SimplyBook.me bookings in Xero?
Frequently Asked Questions
Do I need coding skills to automate SimplyBook.me and Xero?
Frequently Asked Questions
Is the SimplyBook.me and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect SimplyBook.me or Xero With 1500+ Other Apps

SimplyBook.me
Popular SimplyBook.me Integrations
Connect SimplyBook.me to scheduling, form, and client management tools to capture and handle appointments seamlessly.
Xero
Popular Xero Integrations
Sync Xero with payment, invoicing, and reporting tools to manage business finances across your stack.
See All
Xero Integrations arrow right
No popular apps found