TMetric + Xero Integration

Connect TMetric to Xero - Automate your workflows in 1-click

Make use of TMetric automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between TMetric & Xero using Integrately.
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Ready Workflows For TMetric + Xero Integration

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Xero + TMetric Integration

Create TMetric task for new Xero contact

Xero and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Xero + TMetric Integration

Create TMetric project from new Xero account

If you're using TMetric to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Xero, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.
Xero + TMetric Integration

Create TMetric client from new Xero contact

If you're using Xero and TMetric to track time for your projects, you'll want to make sure that the contact you create in Xero is also created as a client in TMetric.

This will ensure that time tracked for that contact is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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TMetric + Xero Integration

Create Xero task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Xero task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Xero. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Xero accounts.
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TMetric + Xero Integration
1.
  • TMetric
    Task is created in TMetric

    Triggers the automation whenever a new task is created

  • TMetric
    Task is completed in TMetric

    Triggers the automation whenever any task is completed

  • Xero
    Contact is created/updated in Xero

    Triggers the automation whenever a supplier contact is created or updated

  • Xero
    Contact (supplier) in Xero

    Automatically generates a bank transaction

  • Xero
    Sales Invoice is created/updated in Xero

    Triggers the automation whenever a sales invoice is created or updated

  • Xero
    Expense claim receipt is created/updated in Xero

    Triggers the automation whenever any expense claim receipt is created or updated

  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero

    Triggers the automation whenever a quote is created or updated

  • Xero
    Account is created/updated in Xero

    Automatically attach files or documents to contact profiles

  • Xero
    Item is created/updated in Xero

    Triggers the automation whenever a new journal is added

  • Xero
    Purchase Order is created/updated in Xero

    Triggers the automation whenever a purchase order is created or updated

  • Xero
    Bill is created/updated in Xero

    Triggers the automation whenever a contact is created or updated

  • Xero
    Bank Transfer is created in Xero

    Triggers the automation whenever a bank transfer occurs

  • Xero
    Journal is created in Xero

    Triggers the automation whenever a payment is created or updated

  • Xero
    Bank Transaction is created/updated in Xero

    Triggers the automation whenever a bank transaction is created or updated

  • Xero
    User is created/updated in Xero

    Triggers the automation whenever a user is created or updated

2.
  • TMetric
    Create task in TMetric

    Automatically creates a new time entry without manual input

  • TMetric
    Create time entry in TMetric

    Automatically initiates a countdown or stopwatch for tracking time

  • TMetric
    Start timer in TMetric

    Automatically stops the timer countdown

  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric

    Automatically creates a new project

  • TMetric
    Create project in TMetric

    Automatically creates a new task

  • Xero
    Add attachment to invoice in Xero

    Automatically attach files to generated invoices for easy reference

  • Xero
    Create project in Xero

    Automatically generates a purchase order for approved requests

  • Xero
    Create task in Xero

    Automatically creates a new task

  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero

    Automatically uploads and attach files to purchase orders

  • Xero
    Create item code in Xero

    Automatically generates new unique item code

  • Xero
    Update invoice items in Xero

    Automatically updates the items in an invoice

  • Xero
    Get online invoice URL in Xero
  • Xero
    Create sales invoice in Xero

    Automatically generates a new sales invoice with pre-filled details

  • Xero
    Create sales invoice for existing contact in Xero

    Automatically generates a new sales invoice for an existing contact

  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero

    Automatically retrieves a sales invoice using the unique invoice ID

  • Xero
    Create contact in Xero

    Automatically adds a new contact to the database

  • Xero
    Search contact by email address in Xero

    Automatically find information about a contact using the name

  • Xero
    Search contact by name in Xero

    Automatically locate and retrieve particular item information

  • Xero
    Update contact in Xero

    Automatically updates contact information with new details

  • Xero
    Search contact by account number in Xero

    Automatically retrieves contact information based on the provided account number

  • Xero
    Create payment in Xero

    Automatically creates a new project

  • Xero
    Create quote in Xero

    Automatically generates a new quote with pre-filled information

  • Xero
    Create bill in Xero

    Automatically generates a new bill for the customer

  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero

    Automatically adds selected items to an existing sales invoice

  • Xero
    Send sales invoice by email in Xero

    Automatically sends a sales invoice by email

  • Xero
    Search item in Xero

    Automatically searches for a sales invoice

  • Xero
    Create bank transfer in Xero

    Automatically initiate a bank transfer

  • Xero
    Create credit note in Xero

    Automatically generates a credit note for returned items

  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

    Automatically searches for account information

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