Tookan + Xero Integration

Integrate Tookan to Xero in one click, or tell Integrately AI how you want each invoice handled. Dispatch delivery drivers, update fulfillment schedules, notify your team, and keep your accounting records in sync automatically.

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1.
  • 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.
  • Tookan
    Create pick up and delivery task in Tookan
  • Tookan
    Create pick up task in Tookan
  • Tookan
    Create appointment task in Tookan
  • Tookan
    Create delivery task in Tookan
  • Tookan
    Create field workforce task in Tookan
  • 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
    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
    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 Tookan + Xero Integration

Create delivery tasks from new sales invoices, schedule pickup operations, dispatch field workforce, and update your books, all in just one click.

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Connect more apps to your Tookan + Xero flow

Teams often want to notify channels, log receipts in sheets, or sync customer data when delivery tasks and accounting records update. Pick a combination and activate it in one click.

Tookan
Xero
+
ShopifyShopify (8)
+
StripeStripe (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
S
X
T
Add every new Shopify order to your Xero sales invoice, and create a delivery task in Tookan
New Shopify orders appear in Xero as sales invoices and trigger a delivery task in Tookan instantly, so manual data entry between your store and dispatch disappears.
S
X
T
When a Shopify refund is processed, create a credit note in Xero and create a pickup task in Tookan
Refunds in Shopify instantly generate a credit note in Xero and schedule a pickup task in Tookan for returned items.
S
X
T
When a Shopify customer is created, create a contact in Xero and create a field workforce task in Tookan
New Shopify customers are automatically added to Xero as contacts and assigned a field workforce task in Tookan.
S
X
T
When a Shopify fulfillment is created, get online invoice URL in Xero and create a delivery task in Tookan
Fulfillments in Shopify fetch your Xero invoice URL and create a delivery task in Tookan for seamless order dispatch.
S
X
T
If a Shopify order exceeds $500, create a sales invoice in Xero and create a priority delivery task in Tookan
High-value Shopify orders trigger priority invoicing in Xero and expedited delivery tasks in Tookan automatically.
S
X
T
When a Shopify product is updated, search item in Xero and create pick up and delivery task in Tookan
Updated Shopify products update your item tracking in Xero and schedule a pickup and delivery task in Tookan.
S
X
T
Use Claude to summarise Shopify customer notes, create a contact note in Xero, and create an appointment task in Tookan
Claude summarises customer notes from Shopify, logs them in Xero contacts, and schedules an appointment task in Tookan.
S
X
T
S
Turn every Shopify order into a Xero sales invoice, create a delivery task in Tookan, and announce it in Slack
New Shopify orders generate a Xero invoice, trigger a Tookan delivery task, and post an announcement in Slack.

Supported triggers and actions for Tookan and Xero

Mix and match to build the exact automation you need

Tookan
Tookan Triggers & Actions
No trigger is available
Create pick up and delivery task in Tookan
Creates a new pick up and delivery task
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Create pick up task in Tookan
Creates a new pick up task
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Create appointment task in Tookan
Creates a new appointment task
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Create delivery task in Tookan
Creates a new delivery task
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Create field workforce task in Tookan
Creates a new task for the field workforce
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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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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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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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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
Try it โ†’
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
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 Tookan + Xero?

Connect invoicing events to dispatch operations so every financial record instantly drives field execution.

What you can automate?
๐Ÿงพ
Turn Xero sales invoices into Tookan delivery tasks
Automatically create a delivery task in Tookan the moment a new sales invoice is created or updated in Xero. Your dispatchers never have to copy customer addresses or order numbers by hand.
๐Ÿ”
Capture every submitted invoice and line item
Map detailed Xero billing items and customer notes directly into Tookan task descriptions. Field drivers get complete order context without missing critical delivery instructions.
๐Ÿ””
Notify your dispatch team instantly
Send real-time alerts to your team channels as soon as invoices clear and tasks are dispatched. Keep operations and customer service fully aligned without manual check-ins.
๐Ÿ”€
Route tasks based on invoice criteria
Send high-value orders to priority delivery queues in Tookan while routing standard invoices to regular schedules. Custom rules ensure every order gets the right operational response.
๐Ÿ”„
Keep delivery records and invoices in sync
Automatically update Xero contact records and invoice statuses when delivery milestones are reached in Tookan. Eliminate discrepancies between your accounting books and field logs.
๐Ÿ›ก๏ธ
Prevent duplicate tasks and contacts
Search existing Xero contacts and Tookan task lists before creating new entries. Clean data flows ensure your systems remain free of redundant records.
๐Ÿ’ณ
Trigger workflows on payment and credit events
Automatically schedule pickup tasks in Tookan when Xero payments succeed or credit notes are issued for refunds. Align financial settlements with physical inventory returns.
๐Ÿ“Š
Extend your workflow to team channels
Connect your Tookan and Xero automation with Slack, Gmail, or Google Sheets to log transactions, email customers, and notify stakeholders effortlessly.
And much more...

Who is Tookan + Xero integration for?

Delivery managers, logistics coordinators, and accounting teams streamline fulfillment and billing operations by eliminating manual data entry between dispatch and finance systems.

Financial controllers
Financial controllers
Logistics dispatchers
Logistics dispatchers
Client success managers
Client success managers
Fleet administrators
Fleet administrators
Field supervisors
Field supervisors
Accounting auditors
Accounting auditors
๐Ÿ“ˆ
Financial controllers
You're reconciling delivery revenue against accounting ledgers, but your invoicing sheet only updates when someone manually exports records, so the financial reports you're reviewing are always hours behind โ€” this integration means every new invoice lands in your ledger instantly and your data stays current.
โšก
Logistics dispatchers
You need to dispatch drivers the moment a client settles an invoice, but you find out about payments too late because accounting notifications get buried in email threads โ€” automating both apps means every confirmed payment instantly schedules a delivery task and your drivers roll out on time.
๐Ÿค
Client success managers
You answer to clients who want immediate proof that their billing is processed and their delivery is scheduled, but status updates require bouncing between Xero and Tookan โ€” connecting these apps means client dashboards update automatically and your review meetings run smoothly.
๐Ÿ“ฆ
Fleet administrators
The volume of daily orders is too high for your dispatchers to manually copy customer details from Xero into Tookan without making errors, leading to missed stops and delayed deliveries โ€” automating both apps means every invoice creates an accurate delivery task without human fatigue.
๐Ÿšš
Field supervisors
You own the final delivery and depend on your finance team to hand over customer billing details before you assign routes, causing frustrating bottlenecks every morning โ€” with this integration, field workforce tasks are generated automatically the second an invoice is issued.
๐Ÿ“‹
Accounting auditors
You need a reliable audit trail connecting every financial transaction in Xero to its corresponding delivery task in Tookan, but manual entry keeps leaving gaps in your records โ€” automating both apps means your audit history is complete and verifiable down to the minute.
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 Tookan + Xero

Build and manage your Tookan + 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 Tookan + 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Tookan to Xero?
Frequently Asked Questions
You can connect Tookan to Xero in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It takes seconds to link your accounts and sync data across Shopify, Stripe, Slack, Gmail, and Google Sheets.
Can I automatically create Tookan delivery tasks when a Xero sales invoice is created?
Frequently Asked Questions
Can I connect Tookan, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Tookan and Xero?
Frequently Asked Questions
How does Tookan handle task creation with Xero data?
Frequently Asked Questions
Can I sync Xero contacts and payments with Tookan?
Frequently Asked Questions
Do I need coding skills to automate Tookan and Xero?
Frequently Asked Questions
Is the Tookan and Xero integration free?
Frequently Asked Questions
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