Xero Integration

Via Zapier

AgencyPro connects to Xero through Zapier, not a built-in integration. You build Zaps that create a Xero contact and sales invoice when an invoice is created in AgencyPro, and apply a payment in Xero when a client pays.

Connects via Zapier

AgencyPro connects with Xero through Zapier, not a native built-in integration. You build automated workflows ("Zaps") with the AgencyPro app on Zapier, which has triggers for clients, requests, tickets, invoices, payments and order forms. You need the AgencyPro Plus plan and a Zapier account. Zapier's Free plan runs two-step Zaps; multi-step Zaps and premium apps need a paid Zapier plan.

Browse AgencyPro Zaps

Why connect Xero with AgencyPro

For agencies whose books are in Xero, two Zaps cover most of the double entry. The first runs on Invoice Created in AgencyPro: Xero Find or Create Contact, then Create Sales Invoice. The second runs on Invoice Updated with a Zapier filter on status paid: Xero Create Payment, which applies the payment to the invoice so it is ready for bank reconciliation. Payment Created is not used because AgencyPro creates that record as pending when a client starts an online checkout.

Xero is a premium app on Zapier, so you need a paid Zapier plan (from $19.99 a month) as well as AgencyPro Plus. Choose the right Xero tax rate in the field mapping and send a test invoice before you go live. Zaps only act on new records and do not backfill history.

Key features

Create a Xero sales invoice when an invoice is created in AgencyPro

Find or create the Xero contact first to avoid duplicates

Apply a payment to the Xero invoice when the AgencyPro invoice changes to paid

Tax rates (GST, VAT, sales tax) set in your Zap's field mapping

Requires AgencyPro Plus and a paid Zapier plan

Benefits for your agency

Less manual re-keying of invoices and payments

Fewer duplicate contacts with Find or Create Contact

Tax rate chosen once in the Zap

Zap history shows what was sent and when

How agencies use Xero with AgencyPro

Invoices into Xero

Invoice Created in AgencyPro creates the matching sales invoice in Xero with the contact found or created first.

Payments applied for reconciliation

When an AgencyPro invoice changes to paid, the Zap applies the payment to the Xero invoice so it matches the bank feed line.

Cleaner GST or VAT returns

With the tax rate mapped in the Zap, invoices reach Xero with the rate you chose every time.

How to set up Xero with Zapier

Check that your AgencyPro workspace is on the Plus plan, which includes Zapier.
Create a Zapier account if you don't have one. Check whether your Zap needs a paid Zapier plan.
Open the AgencyPro app on Zapier and create a new Zap. Connect your AgencyPro account when Zapier asks.
Choose the trigger: an AgencyPro event such as Invoice Created or Payment Created, or a Xero event if data should flow into AgencyPro.
Add Xero (or AgencyPro) as the action app and connect that account.
Map the fields, test with a real record, then turn the Zap on.

Frequently asked questions

Which plans do I need?

AgencyPro Plus for Zapier access, and a paid Zapier plan because Xero is a premium app on Zapier.

Does it handle GST and VAT?

You set the Xero tax rate in the Zap's field mapping, for example GST on Income or 20% VAT on Income. Test with a sample invoice to confirm the tax line.

Can I bring historical invoices into Xero?

Not through Zapier, which acts on new invoices. Use Xero's own import for older records.

What if the client already exists in Xero?

Use Xero's Find or Create Contact step in the Zap, matching on email or name, so an existing contact is reused.

More Accounting integrations

QuickBooks Online

Send AgencyPro invoices and payments to QuickBooks Online with Zapier. Requires AgencyPro Plus and a paid Zapier plan.

FreshBooks

Send AgencyPro invoices, clients and payments to FreshBooks with Zapier. Requires the AgencyPro Plus plan.

Ready to get started?

See how Xero fits into your AgencyPro setup, or ask us which plan you need.

Request Demo Contact Sales