Alegra + Xero Integration

Integrate Alegra to Xero in one click, or tell Integrately AI how you want each invoice handled. Track expenses, create sales invoices, update contacts, and manage your books automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • 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.
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
  • 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
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items 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 Alegra + Xero Integration

Create sales invoices, sync contacts, track expenses, and update financial records, all in just one click.

Most popular automationsmost-popular-automations
Xero + Alegra Integration

Create Alegra contact for new Xero contact

In order to keep your accounting and customer records in sync, when you create a contact in Xero, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Xero and Alegra!
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Xero + Alegra Integration

Create Alegra contact from new Xero account

If you have created a account in Xero, it's important to create a contact in Alegra. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Alegra + Xero Integration

Create Xero task for new Alegra invoice

If you use Alegra to manage your invoice, you can also use Xero to create and manage task associated with those invoice. Creating a task in Xero will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Alegra + Xero Integration

Create Xero task for new Alegra order

If you use Alegra as your bookkeeping software, there's an easy way to create task in Xero. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Xero for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Alegra + Xero Integration

Create Xero task for new Alegra contact

With the growth of Alegra, many companies are looking for ways to connect their Alegra account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Xero every time a contact is created in Alegra.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Alegra + Xero flow

Connect invoicing and accounting steps with your favorite payment, messaging, and spreadsheet tools. Pick a combination and activate it in one click.

Alegra
Xero
+
StripeStripe (6)
+
PayPalPayPal (6)
+
ShopifyShopify (6)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (6)
+
GmailGmail (6)
S
X
A
Create a Xero sales invoice when a Stripe charge succeeds, and record the invoice payment in Alegra
Stripe charges turn into Xero sales invoices and Alegra invoice payments instantly without manual data entry.
X
S
A
When a payment is created in Xero, update the customer in Stripe and create a contact in Alegra
Xero payments update your Stripe customer records and create new contacts in Alegra automatically.
S
X
A
If a Stripe subscription fails, create a bill in Xero and log the invoice in Alegra
Failed Stripe subscriptions generate a Xero bill and log an invoice in Alegra for immediate review.
X
S
A
Create a Stripe payment link for every Xero sales invoice, and record the estimate in Alegra
Generate Stripe payment links for Xero invoices while keeping your estimates logged in Alegra.
S
X
A
Use ChatGPT to review new Stripe charges, create a sales invoice in Xero, and log the contact in Alegra
ChatGPT analyses Stripe charges before creating sales invoices in Xero and contacts in Alegra.
S
X
A
When a Stripe refund is processed, create a credit note in Xero and update the invoice in Alegra
Stripe refunds automatically trigger a Xero credit note and update the invoice record in Alegra.

Supported triggers and actions for Alegra and Xero

Mix and match to build the exact automation you need

Alegra
Alegra Triggers & Actions
Invoice is created in Alegra
Triggers the automation when any invoice is added or modified
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Item is created in Alegra
Triggers the automation when a new item is created
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Contact is created in Alegra
Triggers the automation when a new contact is created
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Estimate is created in Alegra
Triggers the automation when a new estimate is created
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Create invoice in Alegra
Generates invoices for sales transactions
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Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in costa rica
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Create invoice in Peru in Alegra
Generates invoices for businesses in peru
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Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
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Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
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Create invoice in Colombia in Alegra
Generates invoices for colombian clients
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Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
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Send Invoice by mail in Alegra
Sends an invoice by mail
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Create invoice payment in Alegra
Generates and process invoice payments
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Search invoice in Alegra
Locates and retrieves invoices with
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Create contact in Alegra
Adds a new contact to the database
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Update contact in Alegra
Updates contact information with new details
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Search contact in Alegra
Finds and retrieves contact information
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Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
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Create contact in chile in Alegra
Adds a new contact to the address book in chile
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Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
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Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
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Create contact in Peru in Alegra
Adds a new contact to the database for peru
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Create contact in Colombia in Alegra
Adds a new contact with colombian details
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Update contact in Colombia in Alegra
Updates contact information in colombia
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Create item in Costa Rica in Alegra
Creates a new item in costa rica
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Update item in Alegra
Updates an item with new information
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Create item in Alegra
Generates a new item
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Create item in Mexico in Alegra
Generates new item listings in mexico
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Search item in Alegra
Locates and retrieves particular item information
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Create remission in Alegra
Creates a new remission
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Create estimate in Alegra
Adds a new contact to the contact list
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Send estimate by mail in Alegra
Sends an estimate by mail
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Create tax in Alegra
Creates a new tax entry
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Search tax in Alegra
Searches for a tax
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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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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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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 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
Try it β†’
Create bill in Xero
Generates a new bill for the customer
Try it β†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it β†’
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
Try it β†’

What can you automate with Alegra + Xero?

Streamline your financial operations by syncing invoices, contacts, and payments between Alegra and Xero automatically.

What you can automate?
🧾
Automatically create Xero sales invoices from Alegra invoices
Whenever a new invoice is generated in Alegra, a corresponding sales invoice is created in Xero without any manual data entry.
πŸ‘₯
Sync contacts and customer details across platforms
Capture every new contact created in Alegra and instantly update or create matching contact records in Xero to keep your client database consistent.
πŸ’³
Log payment updates and invoice receipts
Automatically record invoice payments in Alegra whenever a payment is processed or updated in Xero, ensuring your financial ledgers match.
πŸ—‚οΈ
Route invoices based on region or country
Direct specific regional Alegra invoicesβ€”such as those from Colombia, Mexico, or Peruβ€”into dedicated Xero accounts or bill lists based on the location.
πŸ”„
Keep financial records updated as details change
Automatically update existing contacts, invoices, and items in Xero whenever edits or updates happen in your Alegra account.
πŸ”
Search and verify records before creating entries
Search existing customer accounts and items in Xero before generating new invoices or contacts to prevent duplicate entries in your books.
πŸ“‹
Handle status updates and estimates
Convert approved Alegra estimates into sales invoices or track estimates and items as your workflow progresses through its stages.
πŸ’¬
Extend your workflow to messaging apps
Notify your finance channel on Slack or send an alert email whenever a new financial transaction or invoice is processed between Alegra and Xero.
And much more...

Who is Alegra + Xero integration for?

Small business owners, accountants, and finance teams managing cross-border Latin American operations save hours by eliminating manual bookkeeping and invoice re-entry.

Financial controllers
Financial controllers
Accounting managers
Accounting managers
Business owners
Business owners
E-commerce operators
E-commerce operators
Sales teams
Sales teams
Bookkeepers
Bookkeepers
πŸ“ˆ
Financial controllers
You're reporting on business finances and cash flow from Alegra, but your Xero books only update when someone manually reconciles entries, so the reports you present are always outdated β€” with this integration, every financial record syncs instantly and your numbers stay current.
⚑
Accounting managers
You need to track incoming payments and customer invoices fast, but you find out about unpaid balances too late because records sit siloed across platforms β€” automations between these apps mean every payment updates across both systems immediately.
🀝
Business owners
You answer to external investors or partners who want to see accurate financial progress, but manual data entry leaves gaps in your ledgers β€” this integration means every transaction is recorded accurately in real time.
πŸ“¦
E-commerce operators
The volume of daily sales and customer contacts is too high for anyone to keep up by hand, leading to mismatched invoices and delayed reconciliations β€” automating both apps means every sale maps cleanly without manual typing.
πŸ’Ό
Sales teams
You own the next step and depend on finance to hand over client contact details, but communication bottlenecks slow down follow-ups β€” connecting these apps means new contacts flow straight from Alegra into Xero the moment they are created.
πŸ—‚οΈ
Bookkeepers
You need a reliable financial history and keep finding gaps between your regional Alegra invoices and your global Xero ledgers β€” with this integration, every invoice and contact matches across both platforms automatically.
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 Alegra + Xero

Build and manage your Alegra + 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 Alegra + 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 β€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Alegra to Xero?
Frequently Asked Questions
Connecting Alegra to Xero is simple with Integrately. You can set up automated workflows to sync invoices, contacts, and payments using 1-click templates or ask Integrately AI to build the automation for you.
How can I automatically create Xero invoices from Alegra?
Frequently Asked Questions
Can I connect Alegra, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and Xero?
Frequently Asked Questions
How does Alegra handle invoice data during synchronization?
Frequently Asked Questions
How does Xero update accounting records with this integration?
Frequently Asked Questions
Do I need coding skills to automate Alegra and Xero?
Frequently Asked Questions
Is the Alegra and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Alegra or Xero With 1500+ Other Apps

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