Simpro + Xero Integration

Q: Can I automatically sync Simpro invoices to Xero sales invoices?

You can automatically generate Xero sales invoices whenever a new invoice is created in Simpro. Start with a ready-made workflow or use Integrately AI to customize your financial sync.

Q: Can I connect Simpro, Xero, and Gmail?

You can easily connect Simpro, Xero, and Gmail together in a multi-step automation workflow. Trigger actions across your billing and communication tools, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Simpro and Xero?

Integrately is a top-rated alternative for Simpro and Xero integration, offering 24/5 live chat support, 20 million+ ready templates, and 3x to 10x lower cost with 42,000+ active users.

Q: How does Simpro contact data transfer into Xero?

When a contact is created in Simpro, it automatically creates a corresponding contact in Xero. There is a ready template available for this exact Simpro and Xero integration.

Q: Can Simpro job updates sync project data in Xero?

Simpro job and project milestones can instantly update Xero records using ready-made automations on Integrately.

Q: Do I need coding skills to automate Simpro and Xero?

No coding is required to connect Simpro and Xero. You can use ready automation templates or build custom flows effortlessly with Integrately AI.

Q: Is the Simpro and Xero integration free?

The Simpro and Xero integration includes a free forever plan available on Integrately so you can start automating your billing workflows right away.

Integrate Simpro to Xero in one click, or tell Integrately AI how you want each invoice handled. Map financial data, create sales invoices and contacts, sync payments, and update your accounts automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Contact is created in Simpro Instant
Invoice is created in Simpro Instant
Invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Recurring invoice is updated in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Get contact by ID in Simpro
Create lead in Simpro
Update contact in Simpro
Update lead in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro
Add attachment to invoice in Xero
Create project in Xero
Create task in Xero
Add attachment to contact in Xero
Create item code in Xero
Update invoice items in Xero
Get online invoice URL in Xero
Search item by name in Xero
Add attachment to purchase order in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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Ready Workflows for Simpro + Xero Integration

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

Create simPRO individual customer for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - simPRO integration, anytime a new Xero contact is created, an simPRO individual customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Xero task for new simPRO individual customer

In simPRO, when you create a individual customer, it automatically creates a task in Xero for that individual customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular individual customer on their individual customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Simpro + Xero flow

Send follow-up emails, track payments, log project files, and alert your team the moment financial records update. Pick a combination and activate it in one click.

Gmail (5)

Stripe (4)

Calendly (4)

Asana (4)

Google Drive (4)

Twilio (4)

Create a Xero sales invoice when a Simpro invoice is created, and send a notification email via Gmail.

Simpro invoices instantly generate sales invoices in Xero while Gmail notifies your finance team, eliminating manual data entry.

Add new Simpro contacts to Xero and send a welcome email through Gmail.

New Simpro customer records automatically sync to Xero and trigger a welcome message in Gmail.

When a Simpro job is created, create a Xero project and email your team via Gmail.

Simpro jobs automatically set up Xero projects and alert project managers via Gmail.

Generate a Xero quote from a Simpro quote and email the client using Gmail.

Simpro quotes create matching Xero quotes while sending a client confirmation email through Gmail.

When a Simpro invoice is updated, update the Xero contact and notify billing via Gmail.

Updated Simpro invoice details refresh Xero records and alert your billing desk in Gmail.

Create a Xero sales invoice and a Stripe customer when a Simpro invoice is created.

Simpro invoices immediately trigger a Xero sales invoice and set up a customer profile in Stripe.

When a Simpro customer is created, register them in Xero and set up a Stripe billing profile.

New Simpro customers populate Xero accounts and initialize Stripe billing profiles instantly.

Generate a Xero payment record and log a charge in Stripe when a Simpro invoice is paid.

Simpro invoice updates sync payment records to Xero and log the transaction in Stripe.

When a Simpro quote is approved, create a Xero quote and set up a Stripe invoice.

Approved Simpro quotes generate Xero quotes and initialize Stripe invoices for fast checkout.

Schedule a Calendly consultation, create a Simpro contact, and record it in Xero.

Calendly bookings automatically establish Simpro contacts and sync records into Xero.

When a Simpro quote is created, schedule a Calendly review and update Xero.

Simpro quotes trigger Calendly scheduling links while updating Xero financial records.

Create a Simpro job and Xero project when a Calendly meeting is booked.

Calendly bookings instantly provision Simpro jobs and set up Xero project tracking.

When a Simpro site is updated, book a Calendly review and update Xero records.

Simpro site updates trigger Calendly review bookings and update Xero account details.

Create a Xero sales invoice when a Simpro invoice is created, and open an Asana task.

Simpro invoices generate Xero sales invoices and create an actionable task in Asana.

When a Simpro job is created, create a Xero project and an Asana task list.

Simpro service jobs instantiate Xero project trackers and Asana task lists automatically.

Generate an Asana task and Xero bill when a Simpro recurring invoice is updated.

Simpro recurring invoice updates trigger Xero billing records and Asana review tasks.

When a Simpro quote is accepted, create a Xero quote and an Asana onboarding task.

Accepted Simpro quotes create Xero quotes and trigger team onboarding tasks in Asana.

Save Simpro invoice documents to Google Drive and create a Xero sales invoice.

Simpro invoices back up to Google Drive while generating corresponding Xero sales invoices.

When a Simpro site is created, store site documents in Google Drive and update Xero.

New Simpro site files archive in Google Drive while updating corresponding Xero accounts.

Upload Simpro quote proposals to Google Drive and create a Xero quote.

Simpro quote records save to Google Drive and generate corresponding Xero quotes.

When a Simpro job is completed, archive job files in Google Drive and update Xero.

Completed Simpro jobs archive project documents in Google Drive and update Xero records.

Create a Xero sales invoice when a Simpro invoice is created, and send an SMS via Twilio.

Simpro invoice generation creates Xero sales invoices and sends instant client SMS updates via Twilio.

When a Simpro job is created, create a Xero project and send an SMS update via Twilio.

Simpro job creation triggers Xero projects and sends confirmation text messages via Twilio.

Send an SMS via Twilio and update Xero when a Simpro quote is created.

Simpro quote creation triggers Xero quotes and sends SMS alerts via Twilio.

When a Simpro payment update occurs, update Xero and text the client via Twilio.

Simpro invoice updates refresh Xero billing ledgers and send payment confirmation texts via Twilio.

Supported triggers and actions for Simpro and Xero

Mix and match to build the exact automation you need

Simpro Triggers & Actions

Instant

Contact is created in Simpro

Triggers the automation when a new contact is created.

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Instant

Invoice is created in Simpro

Triggers the automation when a new invoice is created

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Instant

Invoice is updated in Simpro

Triggers the automation when existing invoice is updated.

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Instant

Recurring invoice is created in Simpro

Triggers the automation when a new recurring invoice is created

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Instant

Recurring invoice is updated in Simpro

Triggers the automation when a existing recurring invoice is updated.

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Instant

Job is created in Simpro

Triggers the automation when a new job is created

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Instant

Company customer created in Simpro

Triggers the automation when a new customer is created within the company's database

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Instant

Job is updated in Simpro

Triggers the automation when a job is updated

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Instant

Company customer updated in Simpro

Triggers the automation when a company's customer information is updated

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Instant

Site is created in Simpro

Triggers the automation when a new site is created

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Instant

Site is updated in Simpro

Triggers the automation when a site is updated

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Instant

Individual customer created in Simpro

Triggers the automation when a new individual customer is added

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Instant

Individual customer updated in Simpro

Triggers the automation when a customer's information is updated

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Instant

Quote is created in Simpro

Triggers the automation when a new quote is created

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Instant

Quote is updated in Simpro

Triggers the automation when any quote is updated

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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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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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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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Get online invoice URL in Xero

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Search item by name in Xero

Locates and retrieves particular item information

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Add attachment to purchase order in Xero

Uploads and attach files to purchase orders

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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 Simpro + Xero?

Connect your job management operations with automated accounting workflows in one click.

Get Started For Free

🧾

Sync invoices instantly from Simpro to Xero

Automatically generate Xero sales invoices the moment an invoice is created in Simpro. Eliminate double-handling and ensure your billing ledgers match operational output.

📋

Capture every submitted customer field

Map customer names, billing addresses, and tax details accurately between Simpro and Xero. Prevent data mismatches across your customer database.

🔔

Notify your finance team immediately

Alert billing staff the second a new service quote or invoice is generated. Speed up review cycles and accelerate cash flow.

🔀

Route data based on customer type

Apply different accounting rules or create specific contact categories depending on whether the source entry is a company customer or individual client.

🔄

Keep financial records updated on change

Synchronize updates when Simpro invoices, quotes, or customer records are modified. Maintain pristine alignment across both platforms.

🛡️

Prevent duplicate records automatically

Search existing database entries before creating new contacts or accounts in Xero. Keep your financial books clean and uncluttered.

💳

Handle payment and status changes

Reflect payment receipts, recurring invoice renewals, and quote approvals across your accounting system as soon as field status changes occur.

🚀

Extend your workflow to external apps

Trigger follow-up tasks in Asana, send confirmation emails in Gmail, or archive documents in Google Drive once your Simpro and Xero sync completes.

And much more...

Who is Simpro + Xero integration for?

Field service businesses and accounting teams eliminate manual data entry, bridging job management operations with financial reporting seamlessly.

Finance Directors

Operations Coordinators

Account Managers

Business Owners

Service Supervisors

Project Accountants

📊

Finance Directors

You're responsible for reviewing cash flow reports, but invoices entered in Simpro take hours to reach your accounting ledger, so your revenue visibility is always lagging — this integration means every new invoice populates Xero instantly and your financial statements stay accurate.

⚡

Operations Coordinators

You manage busy field service schedules, but updating client accounts across both platforms manually leads to overlooked details and billing delays — automating both apps means every job change updates your financial records without extra effort.

🤝

Account Managers

You answer to key clients who expect immediate billing documentation, but administrative bottlenecks leave your team scrambling to send invoices — this integration means client records and invoices are generated automatically right when work is approved.

📈

Business Owners

You handle high volumes of service tickets and recurring billings, but manual data transfer cannot keep pace with your growth — connecting these apps means your operational data flows into accounting effortlessly as your business expands.

📋

Service Supervisors

You oversee field technicians and depend on office staff to hand off job details for billing, but communication gaps create missing records — automating both apps means completed jobs trigger billing events without relying on manual handoffs.

🗂️

Project Accountants

You need a reliable audit trail for every billable project, but fragmented data entry leaves frustrating gaps in your accounting history — this integration means every project cost and invoice is logged precisely where it belongs.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Simpro + Xero

Build and manage your Simpro + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Simpro + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.

Frequently Asked Questions

How do I connect Simpro to Xero?

Connecting Simpro to Xero is simple and takes just 1-click using ready templates on Integrately. You can also ask Integrately AI to build the automation and map the fields for your exact workflow across Gmail, Stripe, and other tools.

Can I automatically sync Simpro invoices to Xero sales invoices?

Can I connect Simpro, Xero, and Gmail?

What is a good Zapier alternative for Simpro and Xero?

How does Simpro contact data transfer into Xero?

Can Simpro job updates sync project data in Xero?

Do I need coding skills to automate Simpro and Xero?

Is the Simpro and Xero integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Simpro + Xero Integration

Integrate Simpro to Xero in one click, or tell Integrately AI how you want each invoice handled. Map financial data, create sales invoices and contacts, sync payments, and update your accounts automatically.

Trusted by experts at...

Ready Workflows for Simpro + Xero Integration

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

Create simPRO individual customer for new Xero contact

Create Xero task for new simPRO individual customer

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Simpro + Xero flow

Send follow-up emails, track payments, log project files, and alert your team the moment financial records update. Pick a combination and activate it in one click.

Supported triggers and actions for Simpro and Xero

Mix and match to build the exact automation you need

What can you automate with Simpro + Xero?

Connect your job management operations with automated accounting workflows in one click.

Who is Simpro + Xero integration for?

Field service businesses and accounting teams eliminate manual data entry, bridging job management operations with financial reporting seamlessly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Simpro + Xero

Build and manage your Simpro + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Simpro or Xero With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Simpro + Xero Integration

Integrate Simpro to Xero in one click, or tell Integrately AI how you want each invoice handled. Map financial data, create sales invoices and contacts, sync payments, and update your accounts automatically.

Trusted by experts at...

Ready Workflows for Simpro + Xero Integration

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

Create simPRO individual customer for new Xero contact

Create Xero task for new simPRO individual customer

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Simpro + Xero flow

Send follow-up emails, track payments, log project files, and alert your team the moment financial records update. Pick a combination and activate it in one click.

Supported triggers and actions for Simpro and Xero

Mix and match to build the exact automation you need

What can you automate with Simpro + Xero?

Connect your job management operations with automated accounting workflows in one click.

Who is Simpro + Xero integration for?

Field service businesses and accounting teams eliminate manual data entry, bridging job management operations with financial reporting seamlessly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Simpro + Xero

Build and manage your Simpro + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Simpro or Xero With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click