Xero Integration
Via ZapierIntegrate AgencyPro with Xero to automatically sync invoices, payments, contacts, and expenses to your Xero accounting software. Built for agencies in the UK, Australia, New Zealand, and other Xero-friendly markets, the integration keeps your books accurate in real-time without manual data entry. Multi-currency, tax, and tracking categories are all supported.
Connects via Zapier
AgencyPro connects with Xero through Zapier rather than a native built-in integration. Using the AgencyPro app on Zapier, you can build automated workflows ("Zaps") that move data between AgencyPro and Xero — no code required. A Zapier account is needed (free and paid plans are available).
Browse AgencyPro ZapsWhy Connect Xero with AgencyPro?
Xero is the accounting standard for agencies in the UK, Australia, New Zealand, and much of Europe — and connecting it to AgencyPro via Zapier cuts down the most tedious admin in your business. Build a Zap so that when you issue an invoice in AgencyPro, a matching invoice is created in Xero ready for bank reconciliation, and payments are logged as they come in. Map the correct GST or VAT rate in Zapier so tax lines come through as expected. For agencies running multi-currency engagements, you can pass the invoice currency through to Xero and let Xero handle the FX. The result: your monthly BAS or VAT return starts from far cleaner data with much less manual re-keying.
Key Features
Benefits for Your Agency
How Agencies Use Xero with AgencyPro
Streamline BAS/VAT returns for tax periods
Because every invoice syncs to Xero with the correct tax rate automatically, your quarterly BAS (Australia) or VAT return (UK/EU) is generated from clean data with no reconciliation required.
Track profitability by client with Xero tracking categories
Map each AgencyPro client to a Xero tracking category, then pull P&L reports filtered by client in Xero to see which accounts are most profitable.
Reconcile bank feeds automatically
When a client pays an invoice, the payment records in Xero match exactly against incoming bank feed transactions — reconciliation becomes a one-click confirmation.
How to Set Up Xero with Zapier
- Create a free (or paid) Zapier account if you don't have one.
- In AgencyPro, open Settings → Integrations and enable Zapier.
- Open the AgencyPro app on Zapier and create a new Zap.
- Choose a trigger — either from AgencyPro or from Xero, depending on which direction you want data to flow.
- Add Xero (or AgencyPro) as the action app and connect your account.
- Map the fields you want to sync, then turn your Zap on.
Frequently Asked Questions
Which Xero plans support this integration?
All Xero plans with API access are supported, including Starter, Standard, and Premium. The Starter plan has transaction limits, so high-volume agencies should use Standard or Premium.
Does this handle GST and VAT correctly?
You set this in your Zap. When mapping AgencyPro invoice fields to Xero in Zapier, choose the correct Xero tax rate (e.g., GST 10% in Australia, VAT 20% in the UK). Test a sample invoice to confirm the tax line comes through as expected.
Can I bring historical invoices into Xero?
Zaps act on new invoices going forward. For existing records, most agencies use a one-time import in Xero rather than back-dating them through Zapier.
What happens if a client record already exists in Xero?
Zapier offers "find or create" style steps, so you can look up an existing Xero contact by email or name before creating a new one. Configuring this in your Zap avoids duplicate contacts.
Can I use tracking categories for projects?
Yes. You can map AgencyPro projects or clients to Xero tracking categories. This enables detailed profitability reporting per client or engagement directly inside Xero without any manual tagging.
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Ready to Get Started?
Connect Xero with AgencyPro and streamline your workflow today.