WishList Member + Xero Integration

Integrate WishList Member to Xero in one click, or tell Integrately AI how you want each member handled. Create contacts and sales invoices, update your accounting records, record payments, and track your membership revenue automatically.

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1.
  • WishList Member
    Member is added to level in WishList Member Instant
  • WishList Member
    Member is removed from level in WishList Member Instant
  • WishList Member
    Member is cancelled from level in WishList Member Instant
  • WishList Member
    Member is uncancelled from level in WishList Member Instant
  • 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.
  • WishList Member
    Add member in WishList Member
  • WishList Member
    Add member to level in WishList Member
  • WishList Member
    Search member in WishList Member
  • WishList Member
    Remove member from level in WishList Member
  • WishList Member
    Cancel member from level in WishList Member
  • WishList Member
    Get member details by ID in WishList Member
  • Xero
    Search item by name 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
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Get online invoice URL 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 WishList Member + Xero Integration

Create sales invoices from new memberships, track contacts, update billing details, and record payments, all in just one click.

Most popular automationmost-popular-automations
Xero + WishList Member Integration

Create WishList Member contact for new Xero contact

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

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 WishList Member + Xero flow

Sync membership data with customer communication, marketing lists, and spreadsheet records as soon as subscriptions change. Pick a combination and activate it in one click.

WishList Member
Xero
+
WordPressWordPress (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
W
W
X
Add every new WishList Member member to WordPress, create a contact in Xero, and notify your team on WordPress.
New WishList Member members automatically gain WordPress accounts while Xero records their contact details instantly.
W
W
X
When a WordPress user is updated, update the member details in WishList Member and update the contact in Xero.
Keep member profiles and Xero accounting records updated automatically whenever WordPress user details change.
W
W
X
When a WishList Member member is cancelled, update the WordPress user role and create a credit note in Xero.
Revoke WordPress access and issue financial credit notes in Xero the moment a membership is cancelled.
W
C
W
X
Use Claude to summarise new WordPress user feedback, add the member in WishList Member, and create a sales invoice in Xero.
Use Claude to process member feedback while automatically provisioning WishList Member levels and Xero invoices.

Supported triggers and actions for WishList Member and Xero

Mix and match to build the exact automation you need

WishList Member
WishList Member Triggers & Actions
Instant
Member is added to level in WishList Member
Triggers the automation when user is granted access to a new membership level
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Instant
Member is removed from level in WishList Member
Triggers the automation when a member is cancelled from a level
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Instant
Member is cancelled from level in WishList Member
Triggers the automation when access to a membership level has been terminated
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Instant
Member is uncancelled from level in WishList Member
Triggers the automation when access to a previously canceled membership level has been restored
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Add member in WishList Member
Adds a new member to the particular group or team
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Add member to level in WishList Member
Adds a new member to a level
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Search member in WishList Member
Searches for a member with
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Remove member from level in WishList Member
Removes a member from a particular level
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Cancel member from level in WishList Member
Removes a member from a particular level
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Get member details by ID in WishList Member
Retrieves a member's data based on their id
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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 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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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Get online invoice URL in Xero
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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 WishList Member + Xero?

Streamline your membership billing and accounting workflows by connecting WishList Member and Xero for seamless data synchronization.

What you can automate?
๐Ÿงพ
Create sales invoices from new memberships
Automatically generate a Xero sales invoice the moment a member is added to a level in WishList Member, eliminating manual data entry between your membership site and accounting software.
๐Ÿ“‹
Capture complete member contact details
Map all submitted member registration fields into Xero contact records so your customer database remains comprehensive and up to date for financial reporting.
๐Ÿ””
Notify your team when invoices are created
Send instant channel notifications to your finance or support team whenever a new WishList Member subscription generates an invoice in Xero.
๐Ÿ”€
Route records based on membership tiers
Apply different Xero account codes or tracking categories depending on which WishList Member level a subscriber joins.
๐Ÿ”„
Keep financial records synchronized
Update existing Xero contacts automatically whenever member profile details or subscription levels change in WishList Member.
๐Ÿ”
Search and update existing contacts
Check if a contact already exists in Xero before creating a new record, preventing duplicate entries for returning subscribers.
๐Ÿ’ณ
Handle cancellations and credit notes
Generate credit notes in Xero and adjust billing records immediately when a member is cancelled from a level in WishList Member.
๐Ÿ”—
Extend your workflow to Slack
Connect WishList Member and Xero to Slack so your team receives real-time alerts whenever a new invoice or member is processed.
And much more...

Who is WishList Member + Xero integration for?

Automating WishList Member and Xero helps membership site owners and finance teams keep member data and accounting books perfectly aligned without manual data entry.

Membership site owners
Membership site owners
Finance managers
Finance managers
Accounting consultants
Accounting consultants
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Subscription administrators
Subscription administrators
๐Ÿ“ˆ
Membership site owners
You're running subscription tiers on WordPress but your financial reports only update when someone manually exports invoices, so the revenue counts you're reviewing are always a few days behind โ€” with this integration, every new member creates a sales invoice instantly and your books stay current.
โšก
Finance managers
You need to track failed payments and cancellations immediately, but you find out about billing discrepancies only after running end-of-month reconciliations โ€” with this integration, every membership change updates your Xero accounts and alerts your team the moment it happens.
๐Ÿ“Š
Accounting consultants
You answer to clients who want real-time visibility into their recurring subscription revenue, but manual data entry leaves gaps in their ledger โ€” with this integration, every new signup and payment flows directly into Xero to give stakeholders an accurate financial picture.
๐Ÿ‘ฅ
Customer support leads
The volume of new member signups is too high for your team to manually create contacts and send invoices without making mistakes โ€” with this integration, every membership level addition triggers automated contact creation and invoice generation in Xero.
โš™๏ธ
Operations coordinators
You own the membership provisioning process and depend on accounting to hand over payment confirmations before granting site access โ€” with this integration, payment events in Xero and membership activations in WishList Member run together automatically.
๐Ÿ—‚๏ธ
Subscription administrators
You need a reliable audit trail of every member subscription and invoice, but manual record-keeping keeps missing cancelled accounts โ€” with this integration, every membership addition and cancellation updates your financial records without gaps.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate WishList Member + Xero

Build and manage your WishList Member + 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 WishList Member + 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?

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Frequently Asked Questions

How do I connect WishList Member to Xero?
Frequently Asked Questions
You can connect WishList Member to Xero easily using 1-click workflows or Integrately AI. With 1,500+ supported apps including WordPress, Stripe, Mailchimp, Slack, and Google Sheets, you can automate your membership invoicing and accounting in minutes.
Can I automatically create a Xero sales invoice when a member joins WishList Member?
Frequently Asked Questions
Can I connect WishList Member, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for WishList Member and Xero?
Frequently Asked Questions
How does WishList Member handle member level updates in this integration?
Frequently Asked Questions
How does Xero handle contact creation and invoice generation?
Frequently Asked Questions
Can I automate my membership accounting without writing any code?
Frequently Asked Questions
Is the WishList Member and Xero integration free?
Frequently Asked Questions
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You Can Also Connect WishList Member or Xero With 1500+ Other Apps

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