Chargebee + Xero Integration

Integrate Chargebee to Xero in one click, or tell Integrately AI how you want each subscription handled. Track billing, create invoices, reconcile payments, and update your books automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chargebee
    Invoice is generated in Chargebee Instant
  • Chargebee
    Subscription is updated/changed in Chargebee Instant
  • Chargebee
    Subscription is activated in Chargebee Instant
  • Chargebee
    Subscription is created in Chargebee Instant
  • Chargebee
    Subscription cancellation scheduled in Chargebee Instant
  • Chargebee
    Subscription is Paused in Chargebee Instant
  • Chargebee
    Subscription is resumed in Chargebee Instant
  • Chargebee
    Subscription is cancelled in Chargebee Instant
  • Chargebee
    Subscription is reactivated in Chargebee Instant
  • Chargebee
    Customer is updated in Chargebee Instant
  • Chargebee
    Customer is created in Chargebee Instant
  • Chargebee
    Payment method is added in Chargebee Instant
  • Chargebee
    Payment method is updated in Chargebee Instant
  • Chargebee
    Payment is failed in Chargebee Instant
  • Chargebee
    Payment is successful in Chargebee Instant
  • Chargebee
    Card expired in Chargebee Instant
  • 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.
  • Chargebee
    Search customer in Chargebee
  • Chargebee
    Create customer in Chargebee
  • Chargebee
    Update customer in Chargebee
  • Chargebee
    Change billing date in Chargebee
  • Chargebee
    Create subscription in Chargebee
  • Chargebee
    Get subscription by ID in Chargebee
  • Chargebee
    Record offline payment for an Invoice in Chargebee
  • Chargebee
    Get list of invoices in Chargebee
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project 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 WorkflowsReady Workflows ย  for Chargebee + Xero Integration

Create sales invoices, update customer records, record offline payments, and keep your books reconciled, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
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Connect more apps to your Chargebee + Xero flow

Send billing notifications, manage CRM records, and track projects across your stack. Pick a combination and activate it in one click.

Chargebee
Xero
+
HubspotHubspot (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
SalesforceSalesforce (8)
+
MailchimpMailchimp (8)
+
AsanaAsana (8)
C
H
X
Add every new Chargebee customer to HubSpot, and create a sales invoice in Xero
New Chargebee customers appear in HubSpot instantly while a sales invoice is created in Xero, eliminating manual data entry.
C
H
X
Create a HubSpot task when a payment fails in Chargebee, and create a bill in Xero
Failed payments in Chargebee trigger a HubSpot follow-up task and a Xero bill for streamlined collections.
C
H
X
When a Chargebee subscription is updated, update the HubSpot contact and Xero invoice
Subscription changes in Chargebee update your HubSpot contact records and Xero invoices automatically.
C
H
X
Create a HubSpot deal when a subscription is created in Chargebee, and create a sales invoice in Xero
New subscriptions in Chargebee generate a HubSpot deal and a Xero invoice in one seamless motion.
C
H
X
If a payment is successful in Chargebee, search the contact in HubSpot and create a Xero payment
Successful Chargebee payments locate the HubSpot contact and record the payment in Xero.
C
H
X
When a subscription is cancelled in Chargebee, update HubSpot and create a Xero credit note
Cancelled Chargebee subscriptions update HubSpot status and generate a Xero credit note instantly.
C
H
X
Use ChatGPT to analyse new customers in Chargebee, create a HubSpot contact, and log a Xero invoice
ChatGPT analyses new Chargebee customers, creates a HubSpot contact, and generates a Xero invoice.
C
H
X
A
When a subscription is created in Chargebee, create a HubSpot contact, log a Xero invoice, and add an Asana task
New Chargebee subscriptions create a HubSpot contact, a Xero invoice, and an onboarding task in Asana.

Supported triggers and actions for Chargebee and Xero

Mix and match to build the exact automation you need

Chargebee
Chargebee Triggers & Actions
Instant
Invoice is generated in Chargebee
Triggers the automation when a new invoice is created
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Instant
Subscription is updated/changed in Chargebee
Triggers the automation when a subscription is updated
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Instant
Subscription is activated in Chargebee
Triggers the automation when a subscription is activated
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Instant
Subscription is created in Chargebee
Triggers the automation when a new subscription is created
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Instant
Subscription cancellation scheduled in Chargebee
Triggers the automation when a subscription cancellation is scheduled
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Instant
Subscription is Paused in Chargebee
Triggers the automation when a subscription is paused
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Instant
Subscription is resumed in Chargebee
Triggers the automation when a subscription is resumed
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Instant
Subscription is cancelled in Chargebee
Triggers the automation when a subscription is cancelled
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Instant
Subscription is reactivated in Chargebee
Triggers the automation when a subscription is reactivated
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Instant
Customer is updated in Chargebee
Triggers the automation when customer details are updated
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Instant
Customer is created in Chargebee
Triggers the automation when a new customer is created
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Instant
Payment method is added in Chargebee
Triggers the automation when a new payment method is added
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Instant
Payment method is updated in Chargebee
Triggers the automation when a payment method is updated
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Instant
Payment is failed in Chargebee
Triggers the automation when a payment fails
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Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
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Instant
Card expired in Chargebee
Triggers the automation when a card expires
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Search customer in Chargebee
Locates and retrieves customer information
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Create customer in Chargebee
Adds a new customer to the database
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Update customer in Chargebee
Updates a customer's information
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Change billing date in Chargebee
Updates the billing date for recurring payments
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Create subscription in Chargebee
Enrolls users in a subscription service
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Get subscription by ID in Chargebee
Retrieves a subscription record by its id
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Record offline payment for an Invoice in Chargebee
Logs offline payments received for invoices
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Get list of invoices in Chargebee
Retrieves a list of invoices from 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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Search item by name in Xero
Locates and retrieves particular item information
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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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 Chargebee + Xero?

Streamline your entire subscription billing and accounting workflow with automated triggers and actions.

What you can automate?
๐Ÿงพ
Create sales invoices from new subscriptions
Generate a Xero sales invoice automatically the moment a new subscription is created in Chargebee. Eliminate manual data entry and keep your books reconciled in real time.
๐Ÿ‘ค
Sync customer records instantly
Capture every customer created or updated in Chargebee and reflect those changes in Xero contacts. Maintain accurate billing information across your entire stack.
๐Ÿ””
Alert your team on payment failures
Trigger immediate notifications or create billing tasks whenever a payment fails in Chargebee. Ensure your finance team can investigate and recover revenue quickly.
๐Ÿ”€
Route invoices based on subscription tiers
Apply conditional logic to direct different subscription plans to specific Xero accounts or tracking categories. Tailor your accounting workflow to match your business structure.
๐Ÿ”„
Keep invoices updated when subscriptions change
Modify existing Xero invoices and contact details whenever a subscription is updated or changed in Chargebee. Prevent discrepancies between billing and accounting.
๐Ÿ”
Search existing contacts before creating records
Look up existing contact records in Xero before adding new billing data, preventing duplicate entries and keeping your customer ledger clean and organised.
๐Ÿ’ณ
Handle cancellations and credit notes
Automatically generate Xero credit notes and update contact statuses the moment a subscription is cancelled in Chargebee. Record churn accurately without manual effort.
๐Ÿ’ฌ
Extend your workflow to team messaging apps
Send instant channel messages in Slack or Microsoft Teams whenever major billing events occur in Chargebee and Xero. Keep all relevant stakeholders in the loop.
And much more...

Who is Chargebee + Xero integration for?

Subscription businesses, finance teams, and account managers connect Chargebee and Xero to keep billing records accurate, eliminate manual data entry, and streamline revenue tracking.

Financial analysts
Financial analysts
Billing managers
Billing managers
Account executives
Account executives
Operations coordinators
Operations coordinators
Customer success leads
Customer success leads
Finance directors
Finance directors
๐Ÿ“Š
Financial analysts
You're pulling subscription metrics and billing reports in Chargebee, but your accounting ledgers only update when someone manually reconciles the books, so your financial summaries are always days behind โ€” with this integration, every invoice flows into Xero instantly and your reporting stays current.
โš ๏ธ
Billing managers
You're monitoring customer subscriptions and renewals in Chargebee, but payment failures sit unnoticed until finance checks the bank accounts, so collections are delayed โ€” with this automation, every failed payment generates a bill in Xero immediately and your team acts without delay.
๐Ÿค
Account executives
You're closing new subscription deals in Chargebee, but clients ask for their invoices before your accounting team has finished creating them in Xero, causing friction โ€” with this integration, every new subscription generates a sales invoice in Xero automatically and client communication runs smoothly.
โšก
Operations coordinators
You're processing hundreds of customer signups in Chargebee every week, but copying each subscriber into Xero by hand creates a massive bottleneck, so records fall behind โ€” with this connection, every customer and invoice syncs instantly and your operational volume flows without manual effort.
๐Ÿ“‹
Customer success leads
You're managing account renewals and upgrades in Chargebee, but your project and CRM teams depend on billing updates to start onboarding tasks, leaving them waiting โ€” with this workflow, every subscription change updates your accounting and project tools simultaneously.
๐Ÿ“‘
Finance directors
You're tracking revenue streams across multiple platforms, but mismatched customer records between Chargebee and Xero leave frustrating gaps in your audit history โ€” with this setup, every transaction is logged accurately and your financial audit trail remains complete.
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 Chargebee + Xero

Build and manage your Chargebee + 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 Chargebee + 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Chargebee to Xero?
Frequently Asked Questions
You can connect Chargebee to Xero using ready-made workflows on Integrately or by asking Integrately AI to build the automation for you in one click. It also integrates smoothly with Hubspot, Slack, and Stripe.
Can I automatically create Xero sales invoices from Chargebee subscriptions?
Frequently Asked Questions
Can I connect Chargebee, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Xero?
Frequently Asked Questions
How does Chargebee handle customer data updates in Xero?
Frequently Asked Questions
Can Xero invoices be updated when Chargebee subscriptions change?
Frequently Asked Questions
Do I need coding skills to automate Chargebee and Xero?
Frequently Asked Questions
Is the Chargebee and Xero integration free?
Frequently Asked Questions
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