Braintree + Xero Integration

Integrate Braintree to Xero in one click, or tell Integrately AI how you want each transaction handled. Log payments, create sales invoices, update your accounting contacts, and sync records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Braintree
    Customer is created in Braintree
  • Braintree
    Transaction is created in Braintree
  • 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
Arrow Right
2.
  • Braintree
    Create customer in Braintree
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name 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 Braintree + Xero Integration

Create sales invoices from new transactions, record customer details, update accounting records, and sync payments, 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 Braintree + Xero flow

Send payment notifications to your team, log transactions in spreadsheets, or update customer records in your CRM once your accounting books are updated. Pick a combination and activate it in one click.

Braintree
Xero
+
ShopifyShopify (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
B
X
S
Create a Xero sales invoice and a Shopify order for every new Braintree transaction
Every Braintree transaction automatically generates a Xero sales invoice and a corresponding Shopify order without manual data entry.
B
X
S
Create a Shopify customer when a Braintree customer is created and update the contact in Xero
New Braintree customers are registered in Shopify and updated in Xero instantly, maintaining unified customer records across platforms.
B
X
S
Create a Xero sales invoice for new Braintree transactions and search the item in Shopify
Verify Shopify items against new Braintree transactions while automatically generating Xero invoices.

Supported triggers and actions for Braintree and Xero

Mix and match to build the exact automation you need

Braintree
Braintree Triggers & Actions
Customer is created in Braintree
Triggers the automation when a new customer is created
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Transaction is created in Braintree
Triggers the automation when a new transaction is created
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Create customer in Braintree
Adds a new customer to the database
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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 contact in Xero
Attach files or documents to contact profiles
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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 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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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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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 Braintree + Xero?

Streamline your financial operations by connecting Braintree transactions and customer data directly to your Xero accounting workflows.

What you can automate?
๐Ÿงพ
Create sales invoices from new transactions
Generate Xero sales invoices automatically the moment a new transaction is created in Braintree. Eliminate manual invoice creation and keep your revenue records up to date.
๐Ÿ‘ฅ
Sync customer contacts across platforms
Capture every customer created in Braintree and register them as contacts in Xero instantly. Maintain consistent buyer directories without manual copying.
๐Ÿ””
Alert your team on payment success
Notify your finance or billing channel in Slack the moment a transaction is created in Braintree. Keep your entire team informed of incoming revenue in real time.
๐Ÿ”€
Route records based on transaction data
Apply conditional logic to your workflow so high-value transactions trigger priority accounting tasks while standard payments follow your regular invoicing sequence.
๐Ÿ”„
Keep accounting records updated continuously
Ensure your ledger reflects the latest customer details and transaction amounts without requiring manual data exports or batch updates.
๐Ÿ”
Search and verify existing records
Check existing customer profiles and items before creating new entries to prevent duplicate accounts and maintain clean financial books.
๐Ÿ“Š
Log payment details into spreadsheets
Record transaction data and customer entries into Google Sheets automatically alongside your Xero invoices for comprehensive reporting.
โšก
Extend workflows to messaging and marketing
Connect your accounting core with Mailchimp or Slack to trigger subscriber additions and team notifications based on live payment events.
And much more...

Who is Braintree + Xero integration for?

Finance teams, business owners, and accounting professionals eliminate manual data entry, streamline invoice creation, and keep financial records perfectly synchronized.

Finance managers
Finance managers
Billing specialists
Billing specialists
Account executives
Account executives
E-commerce operators
E-commerce operators
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports but your accounting ledger only updates when someone manually exports payment data, so the figures you're analyzing are always hours behind โ€” this integration means every new transaction lands in your books instantly and your financial data stays current.
โšก
Billing specialists
You need to issue invoices immediately after payment clearance, but you find out about transactions too late โ€” automating both apps means every successful charge generates an invoice right away and your billing cycle runs without friction.
๐Ÿค
Account executives
You answer to clients who want immediate confirmation of their payment status, but manual updates create frustrating delays โ€” connecting these apps means payment records sync across systems immediately and your client updates are always accurate.
๐Ÿ”„
E-commerce operators
The volume of daily orders is too high for anyone to keep up by hand, leading to massive reconciliation backlogs โ€” automating these apps means every transaction and customer record updates your books automatically without manual effort.
๐Ÿ“‹
Operations leads
You own the invoicing workflow and depend on payment gateway notifications to trigger your accounting steps, but manual handoffs cause missed records โ€” with this integration, customer creations and transactions flow straight into your ledger without missing a beat.
๐Ÿ›ก๏ธ
Bookkeepers
You need a reliable transaction history and keep finding gaps caused by manual data entry oversights โ€” this integration means every record is captured precisely as it occurs and your audit trails remain complete and error-free.
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 Braintree + Xero

Build and manage your Braintree + 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 Braintree + 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?

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 Braintree to Xero?
Frequently Asked Questions
You can connect Braintree to Xero instantly using 1-click workflows on Integrately. Select a ready template or ask Integrately AI to build your custom automation connecting Braintree, Xero, and other tools like Slack or Google Sheets.
Can I automatically create Xero sales invoices from Braintree transactions?
Frequently Asked Questions
Can I connect Braintree, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Braintree and Xero?
Frequently Asked Questions
How are new Braintree customers added to Xero?
Frequently Asked Questions
Can I track Braintree payment transactions in Xero automatically?
Frequently Asked Questions
Do I need coding skills to integrate Braintree and Xero?
Frequently Asked Questions
Is the Braintree and Xero integration free?
Frequently Asked Questions
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