Wild Apricot + Xero Integration

Integrate Wild Apricot to Xero in one click, or tell Integrately AI how you want each invoice handled. Generate invoices, update contacts, track payments, and sync your financial records automatically.

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1.
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
  • 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.
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice 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 Wild Apricot + Xero Integration

Create sales invoices, update contacts, sync payments, record refunds, and keep your accounting updated, all in just one click.

Most popular automationmost-popular-automations
Xero + Wild Apricot Integration

Create Wild Apricot contact 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 - Wild Apricot integration, anytime a new Xero contact is created, an Wild Apricot contact 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.
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Wild Apricot + Xero Integration

Create Xero task for new Wild Apricot contact

In Wild Apricot, when you create a contact, it automatically creates a task in Xero for that contact. 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 contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Wild Apricot + Xero flow

Sync your membership finance data with marketing, events, payments, and communication tools. Pick a combination and activate it in one click.

Wild Apricot
Xero
+
MailchimpMailchimp (4)
+
EventbriteEventbrite (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
ZoomZoom (4)
W
M
X
Add every new Wild Apricot contact to Mailchimp, and create a sales invoice in Xero.
New Wild Apricot contacts appear in Mailchimp as subscribers and generate a sales invoice in Xero automatically. No manual data entry, no missed billing.
W
M
X
When a Wild Apricot invoice is created, update the Mailchimp subscriber tag and create a sales invoice in Xero.
Wild Apricot invoices trigger Mailchimp tag updates and Xero sales invoices instantly. Keep your audience segmented and books balanced.
W
M
X
If a membership is created in Wild Apricot, add the subscriber in Mailchimp and create a sales invoice in Xero.
New Wild Apricot memberships automatically enroll subscribers in Mailchimp and generate accounting records in Xero.
W
M
X
When a Wild Apricot payment is created or updated, update the subscriber profile in Mailchimp and record a payment in Xero.
Wild Apricot payment updates sync subscriber profiles in Mailchimp and log payments in Xero automatically.

Supported triggers and actions for Wild Apricot and Xero

Mix and match to build the exact automation you need

Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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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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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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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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Wild Apricot + Xero?

Streamline your membership accounting by connecting Wild Apricot triggers directly to Xero actions.

What you can automate?
๐Ÿงพ
Create Xero sales invoices from Wild Apricot invoices
Generate a sales invoice in Xero automatically whenever a new invoice is created in Wild Apricot. Eliminate manual billing transcription and keep your revenue records up to date.
๐Ÿ“
Capture every submitted contact detail
Map all member contact fields from Wild Apricot straight into Xero contacts. Ensure your billing records contain complete and accurate customer information.
๐Ÿ””
Alert your team on new payments
Send instant notifications to your finance channel whenever a payment is created or updated in Wild Apricot. Keep your team informed of incoming revenue immediately.
๐Ÿ”€
Route records based on payment status
Apply conditional logic to handle successful payments, lapsed memberships, or refunds differently. Ensure your accounting ledger reflects the exact state of each account.
๐Ÿ”„
Keep accounting records updated as accounts change
Automatically update contact details and invoices in Xero whenever changes occur in Wild Apricot. Maintain flawless data consistency across both platforms.
๐Ÿ”
Search and update existing records
Search for existing contacts in Xero before creating new entries to prevent duplicate accounts. Keep your customer database clean and organized.
๐Ÿ’ณ
Handle refunds and credit notes
Trigger Xero credit notes automatically when a refund is created or updated in Wild Apricot. Ensure your financial statements accurately reflect returned funds.
๐Ÿ”Œ
Extend your workflow to Slack
Connect your Wild Apricot and Xero core flow to Slack for instant team notifications and status updates. Coordinate your membership operations in one place.
And much more...

Who is Wild Apricot + Xero integration for?

Finance managers, membership directors, and administrators eliminate manual data entry between Wild Apricot and Xero to keep financial records accurate and up to date.

Finance Managers
Finance Managers
Membership Directors
Membership Directors
Organization Executives
Organization Executives
Administrative Leads
Administrative Leads
Event Coordinators
Event Coordinators
Auditors and Bookkeepers
Auditors and Bookkeepers
๐Ÿ“Š
Finance Managers
You're reconciling Wild Apricot payments and invoices manually in Xero, but the ledger only updates after batch exports, so your month-end figures are always out of sync โ€” with this integration, every payment creates a matching Xero transaction instantly and your balance sheets stay current.
โฑ๏ธ
Membership Directors
You need to track member sign-ups and renewals as they happen, but finding out about new payments days later delays onboarding โ€” this automation means every new member record flows straight into your accounting software the moment payment clears.
๐Ÿ“‹
Organization Executives
You answer to a board that expects real-time financial reporting, but manual data transcription causes constant discrepancies between systems โ€” automating both apps means your executive dashboards reflect accurate membership revenue instantly.
๐Ÿ“ˆ
Administrative Leads
The volume of member invoices and event registrations is too high for anyone to keep up by hand, leading to billing bottlenecks โ€” connecting these apps means every invoice generates automatically without human intervention.
๐Ÿค
Event Coordinators
You depend on membership managers to hand over attendee payment details before you can process event logistics, causing frustrating delays โ€” this integration means attendee payments sync to your financial ledger instantly.
๐Ÿ—‚๏ธ
Auditors and Bookkeepers
You need a reliable audit trail and keep finding gaps between member records and accounting entries due to human error โ€” automating this workflow means every transaction matches perfectly across platforms.
Our team

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Why choose Integrately to automate Wild Apricot + Xero

Build and manage your Wild Apricot + 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 Wild Apricot + 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.
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Frequently Asked Questions

How do I connect Wild Apricot to Xero?
Frequently Asked Questions
You can connect Wild Apricot to Xero in 1 click using ready templates on Integrately. Choose a workflow, connect your accounts, and start syncing data instantly. You can also use Integrately AI to build custom multi-step flows connecting Mailchimp, Stripe, and Slack.
Can I automatically create Xero invoices when a Wild Apricot invoice is created?
Frequently Asked Questions
Can I connect Wild Apricot, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Wild Apricot and Xero?
Frequently Asked Questions
How does Wild Apricot handle contact and member data syncing with Xero?
Frequently Asked Questions
Can Xero payment updates sync back to Wild Apricot?
Frequently Asked Questions
Do I need coding skills to integrate Wild Apricot and Xero?
Frequently Asked Questions
Is the Wild Apricot and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Wild Apricot or Xero With 1500+ Other Apps

Wild Apricot
Popular Wild Apricot Integrations
Connect Wild Apricot with CRMs, email marketing tools, and member portals to streamline registrations and community engagement.
Xero
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Sync Xero with expense management, payment processors, and reporting tools to keep your financial stack unified.
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