Baremetrics + Xero Integration

Integrate Baremetrics to Xero in one click, or tell Integrately AI how you want each sales invoice handled. Track subscription metrics, update customer records, create plans, and sync financial data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Baremetrics
    Create customer in Baremetrics
  • Baremetrics
    Search customer in Baremetrics
  • Baremetrics
    Update customer in Baremetrics
  • Baremetrics
    Delete customer in Baremetrics
  • Baremetrics
    Create subscription in Baremetrics
  • Baremetrics
    Search plan in Baremetrics
  • Baremetrics
    Update plan in Baremetrics
  • Baremetrics
    Delete plan in Baremetrics
  • Baremetrics
    Create plan in Baremetrics
  • Baremetrics
    Create goal in Baremetrics
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to contact 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 Baremetrics + Xero Integration

Create subscriptions from sales invoices, update customer records, track financial goals, and sync plans, all in just one click.

  • 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 Baremetrics + Xero flow

Send financial updates to your team, notify stakeholders of new subscriptions, and log records across your workspace. Pick a combination and activate it in one click.

Baremetrics
Xero
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
IntercomIntercom (4)
X
S
B
Create a Stripe customer for every new Xero sales invoice, and create a subscription in Baremetrics
New Xero sales invoices automatically generate a Stripe customer and update Baremetrics subscriptions, eliminating manual data entry.
X
S
B
When a Xero payment is recorded, create a Stripe charge and update the customer in Baremetrics
Payment updates in Xero instantly trigger Stripe charges and refresh customer profiles in Baremetrics for accurate financial tracking.
X
S
B
Create a Stripe product when a Xero item is created, and set up a new plan in Baremetrics
Xero item updates instantly create matching Stripe products and Baremetrics subscription plans to keep your catalog unified.
X
S
B
When a Xero contact is updated, update the customer in Stripe and refresh their details in Baremetrics
Contact changes in Xero automatically update Stripe customer details and Baremetrics profile records to maintain data integrity.

Supported triggers and actions for Baremetrics and Xero

Mix and match to build the exact automation you need

Baremetrics
Baremetrics Triggers & Actions
No trigger is available
Create customer in Baremetrics
Adds a new customer to the database
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Search customer in Baremetrics
Locates and retrieves customer information
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Update customer in Baremetrics
Updates a customer's information
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Delete customer in Baremetrics
Removes a customer from the database
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Create subscription in Baremetrics
Enrolls users in a subscription service
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Search plan in Baremetrics
Searches for a plan
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Update plan in Baremetrics
Updates the project timeline and resources allocation in the plan document
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Delete plan in Baremetrics
Removes particular plan from the system
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Create plan in Baremetrics
Generates a new plan based on user input
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Create goal in Baremetrics
Generates a new goal for the user
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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
Try it →
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
Try it →
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it →
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it →
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 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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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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 →
Create bill in Xero
Generates a new bill for the customer
Try it →
Create purchase order in Xero
Generates a purchase order for approved requests
Try it →
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
Try it →
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
Try it →
Create bank transaction in Xero
Generates a bank transaction
Try it →
Search account in Xero
Searches for account information
Try it →

What can you automate with Baremetrics + Xero?

Streamline your subscription management and accounting workflows with robust automation.

What you can automate?
🔄
Sync invoices into subscriptions automatically
Turn every new Xero sales invoice into an active subscription in Baremetrics the moment it is generated. Eliminate manual billing entry and ensure your revenue metrics reflect actual sales instantly.
📋
Capture every billing field and metadata detail
Map complete invoice line items, tax details, and customer particulars from Xero into your Baremetrics customer profiles. Keep your analytics detailed and comprehensive without extra effort.
🔔
Notify your team the moment revenue changes
Send instant channel messages in Slack or emails via Gmail whenever Xero records a new payment or sales invoice. Keep finance and operations teams aligned on incoming revenue immediately.
🔀
Route records based on invoice values
Set up conditional rules to handle enterprise invoices differently from standard tier billing. Update specific customer goals and alert dedicated account managers automatically.
✏️
Keep customer profiles updated across platforms
Whenever contact details or billing addresses change in Xero, automatically update the matching customer records in Baremetrics. Maintain uniform client data across your entire tech stack.
🔍
Search and update existing customer records
Prevent duplicate entries by searching for existing customer profiles in Baremetrics before creating new subscriptions or updating billing data from Xero.
💳
Handle payment status and billing updates
Instantly reflect payment creations, updates, and invoice settlements in your Baremetrics customer metrics. Keep churn and MRR calculations accurate in real time.
🔗
Extend your workflow to external apps
Connect your Baremetrics and Xero core flow to Slack, Google Sheets, HubSpot, or Stripe to build multi-step automations that span your entire business.
And much more...

Who is Baremetrics + Xero integration for?

Finance leaders, SaaS founders, and operations teams struggling with manual financial tracking and data silos benefit from connecting their revenue metrics with accounting records.

Finance analysts
Finance analysts
Operations managers
Operations managers
SaaS founders
SaaS founders
Billing specialists
Billing specialists
Account executives
Account executives
Data managers
Data managers
📈
Finance analysts
You're reviewing monthly recurring revenue reports but your accounting figures only update when someone manually exports invoices, so the subscription counts you're analyzing are always a few hours behind — this integration means every new sales invoice updates your metrics instantly and your financial data stays current.
Operations managers
You need to track client payment statuses immediately to manage account renewals, but your team finds out about failed payments days too late — automating both apps means every payment event updates customer records instantly and your operational workflow runs without blind spots.
💼
SaaS founders
You answer to investors who want to see accurate growth metrics and cash flow alignment, but your disparate systems make reporting tedious — connecting these apps means your revenue analytics and accounting books synchronize automatically and your stakeholder reports are always ready.
📊
Billing specialists
The volume of new invoices and subscription modifications is too high for anyone to keep up by hand, leading to frequent reconciliation errors — with this integration, every sales invoice and payment record syncs across platforms automatically and manual data entry disappears.
🤝
Account executives
You own the client onboarding step and depend on someone upstream to hand over correct billing data, but details often get lost in transit — this integration means every Xero contact change and quote update populates your tracking tools instantly and nothing falls through the cracks.
🗂️
Data managers
You need a reliable history of subscription changes and financial transactions, but you keep finding gaps between your accounting and analytics tools — automating both apps means every transaction creates a complete audit trail and your historical records remain flawless.
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 Baremetrics + Xero

Build and manage your Baremetrics + 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 Baremetrics + 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 — 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 Baremetrics to Xero?
Frequently Asked Questions
You can connect Baremetrics to Xero in 1 click using ready-made templates on Integrately, or by using Integrately AI to configure your exact workflow alongside apps like Stripe, HubSpot, and Slack.
Can I automatically create Baremetrics subscriptions from Xero sales invoices?
Frequently Asked Questions
Can I connect Baremetrics, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Baremetrics and Xero?
Frequently Asked Questions
How does Baremetrics handle customer records during Xero invoice updates?
Frequently Asked Questions
Can Xero payment records update my Baremetrics metrics in real time?
Frequently Asked Questions
Do I need coding skills to automate Baremetrics and Xero?
Frequently Asked Questions
Is the Baremetrics and Xero integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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