Systeme.io + Xero Integration

Integrate Systeme.io to Xero in one click, or tell Integrately AI how you want each sale handled. Create invoices, update contacts, sync sales data, and track finances automatically.

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1.
  • Systeme.io
    Tag is applied to contact in Systeme.io Instant
  • Systeme.io
    Sale is created in Systeme.io Instant
  • Systeme.io
    Sale is cancelled in Systeme.io Instant
  • Systeme.io
    Contact is created in Systeme.io
  • 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.
  • Systeme.io
    Create contact in Systeme.io
  • Systeme.io
    Search contact by email in Systeme.io
  • Systeme.io
    Update contact in Systeme.io
  • Systeme.io
    Add tag to contact in Systeme.io
  • Systeme.io
    Remove tag from contact in Systeme.io
  • Systeme.io
    Create tag in Systeme.io
  • Systeme.io
    Search tag in Systeme.io
  • Systeme.io
    Remove tag in Systeme.io
  • Xero
    Search item by name in Xero
  • 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
    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 Systeme.io + Xero Integration

Capture new sales, create corresponding Xero invoices, update contact details, record payments, and track your business finances, all in just one click.

Most popular automationsmost-popular-automations
Systeme.io + Xero Integration

Create Xero task for new Systeme.io contact

Xero and Systeme.io are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Systeme.io integration, you can automatically create task in Xero whenever a new contact is created in Systeme.io.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Xero + Systeme.io Integration

Create Systeme.io contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Systeme.io 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 Systeme.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Connect more apps to your Systeme.io + Xero flow

Send your Systeme.io and Xero data to email marketing tools, spreadsheets, payment gateways, and scheduling apps. Pick a combination and activate it in one click.

Systeme.io
Xero
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (3)
+
ActiveCampaignActiveCampaign (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
S
S
X
Add every new Systeme.io sale to Stripe as a charge, and generate a sales invoice in Xero automatically.
Systeme.io sales instantly trigger a Stripe charge and create a matching Xero sales invoice without manual entry.
S
S
X
When a Systeme.io sale occurs, create a Stripe customer, generate a Xero sales invoice, and record payment details.
Keep your customers and invoices aligned across Systeme.io, Stripe, and Xero instantly.
S
S
X
Create a Stripe payment link for every Systeme.io order, and log the invoice in Xero for accounting.
Automate billing reconciliation between Systeme.io, Stripe, and Xero with zero manual intervention.
S
S
X
When a Systeme.io sale is cancelled, issue a Stripe refund and update the Xero invoice status.
Keep your accounting books accurate when refunds occur by linking Systeme.io, Stripe, and Xero.

Supported triggers and actions for Systeme.io and Xero

Mix and match to build the exact automation you need

Systeme.io
Systeme.io Triggers & Actions
Instant
Tag is applied to contact in Systeme.io
Triggers the automation when a tag is added
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Instant
Sale is created in Systeme.io
Triggers when a sale is created
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Instant
Sale is cancelled in Systeme.io
Triggers when a sale is cancelled
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Contact is created in Systeme.io
Triggers the automation when a new contact is created
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Create contact in Systeme.io
Adds a new contact to the database
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Search contact by email in Systeme.io
Finds and retrieves contact information using their email address
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Update contact in Systeme.io
Updates contact information with new details
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Add tag to contact in Systeme.io
Apply a tag to a contact record
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Remove tag from contact in Systeme.io
Removes a tag from a contact
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Create tag in Systeme.io
Generates a new tag
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Search tag in Systeme.io
Searches for a tag
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Remove tag in Systeme.io
Removes a tag
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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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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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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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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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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 Systeme.io + Xero?

Streamline your sales and accounting workflows by connecting customer signups and transactions directly to your financial ledgers.

What you can automate?
๐Ÿงพ
Create Xero invoices from new sales
Generate a sales invoice in Xero automatically the moment a new sale is created in Systeme.io. Eliminate manual data entry and keep your books up to date.
๐Ÿ“‹
Capture all customer and transaction details
Map every piece of customer data and line item from Systeme.io straight into Xero invoices so your accounting records remain complete and detailed.
๐Ÿ””
Alert your finance team instantly
Send real-time notifications whenever a major transaction is processed, ensuring your billing team is always in the loop.
๐Ÿ”€
Route invoices based on sale value
Apply specific rules to create high-tier invoices or standard invoices in Xero depending on the purchase details from Systeme.io.
๐Ÿ”„
Keep contact information synchronized
Automatically update existing Xero contacts whenever customer details change in Systeme.io to avoid duplicate records.
๐Ÿ‘ฅ
Prevent duplicate contacts and entries
Search for existing contacts before creating new ones in Xero, ensuring your customer database remains clean and organized.
โŒ
Manage cancelled sales and refunds
Automatically handle transaction cancellations from Systeme.io by updating or issuing credit notes in Xero.
๐Ÿ’ณ
Connect payments with Stripe
Take payments via Stripe for your Systeme.io funnels and automatically create corresponding financial records in Xero.
And much more...

Who is Systeme.io + Xero integration for?

Connecting Systeme.io and Xero gives finance and sales teams real-time visibility into revenue, removing manual data entry and keeping accounting ledgers accurate.

Finance managers
Finance managers
Sales directors
Sales directors
Agency owners
Agency owners
High-volume entrepreneurs
High-volume entrepreneurs
Account managers
Account managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance managers
You're reviewing monthly revenue reports, but your accounting ledger only updates when someone manually logs sales, so the financial figures you're tracking are always a few days behind โ€” with this integration, every new Systeme.io sale is recorded in Xero instantly and your financial data stays current.
๐Ÿ’ผ
Sales directors
You need to track incoming revenue fast, and you find out too late when transactions fail to make it into the books โ€” automating both apps means every purchase creates a corresponding invoice, ensuring your records reflect actual performance.
๐Ÿข
Agency owners
You answer to a client or an outside party who wants to see clean financial statements, but manual bookkeeping leaves gaps in your reporting โ€” connecting these apps means every transaction is properly invoiced, keeping your accounts fully transparent.
๐Ÿš€
High-volume entrepreneurs
The volume of daily sales is too high for anyone to keep up by hand, leading to missed invoices and mismatched accounts โ€” this integration means every transaction automatically updates your accounting system without extra effort.
๐Ÿค
Account managers
You own the next billing step and depend on someone upstream to hand over customer purchase details, but manual communication causes delays โ€” automating both apps means every buyer record is instantly available for invoicing.
๐Ÿ“Š
Bookkeepers
You need a reliable transaction history and keep finding gaps where sales were made without matching invoices โ€” integrating these apps means every order generates an accurate financial entry every single time.
Our team

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Why choose Integrately to automate Systeme.io + Xero

Build and manage your Systeme.io + 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 Systeme.io + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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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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Frequently Asked Questions

How do I connect Systeme.io to Xero?
Frequently Asked Questions
You can connect Systeme.io to Xero instantly using 1-click workflows or Integrately AI. Pair them alongside apps like Stripe, Mailchimp, and Google Sheets to automate your entire business stack.
Can I automatically create a Xero invoice when a sale happens in Systeme.io?
Frequently Asked Questions
Can I connect Systeme.io, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Systeme.io and Xero?
Frequently Asked Questions
How are contacts synchronized between Systeme.io and Xero?
Frequently Asked Questions
Does Xero update financial records in real time when sales occur?
Frequently Asked Questions
Can I set up these integrations without any coding knowledge?
Frequently Asked Questions
Is the Systeme.io and Xero integration free?
Frequently Asked Questions
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