ChargeOver + Xero Integration

Integrate ChargeOver to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, sync customer details, log payments, and update your accounts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ChargeOver
    Customer is created in ChargeOver Instant
  • ChargeOver
    Customer is updated in ChargeOver Instant
  • ChargeOver
    Contact is created in ChargeOver Instant
  • ChargeOver
    Contact is updated in ChargeOver Instant
  • ChargeOver
    Transaction is added in ChargeOver Instant
  • ChargeOver
    Transaction status is changed in ChargeOver Instant
  • ChargeOver
    Status of quote is changed in ChargeOver Instant
  • ChargeOver
    Quote is created in ChargeOver Instant
  • ChargeOver
    Invoice status is changed in ChargeOver Instant
  • ChargeOver
    Invoice is created in ChargeOver Instant
  • ChargeOver
    Item is created in ChargeOver Instant
  • ChargeOver
    Subscribption is added in ChargeOver Instant
  • ChargeOver
    Subscription status is changed in ChargeOver 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.
  • ChargeOver
    Create customer in ChargeOver
  • ChargeOver
    Search customer by name in ChargeOver
  • ChargeOver
    Update customer in ChargeOver
  • ChargeOver
    Create subscription in ChargeOver
  • ChargeOver
    Cancel a subscription in ChargeOver
  • ChargeOver
    Search subscription by customer id in ChargeOver
  • ChargeOver
    Create contact in ChargeOver
  • ChargeOver
    Search contact by first name in ChargeOver
  • ChargeOver
    Create a quote in ChargeOver
  • ChargeOver
    Search quote by customer id in ChargeOver
  • ChargeOver
    Search transaction by customer id in ChargeOver
  • ChargeOver
    Search item by name in ChargeOver
  • ChargeOver
    Search invoice by customer id in ChargeOver
  • ChargeOver
    Create an invoice in ChargeOver
  • Xero
    Search item by name 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
    Add attachment to invoice 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 ChargeOver + Xero Integration

Sync invoices, update customer records, log payments, track financial items, and manage accounts, all in just one click.

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 ChargeOver + Xero flow

Teams often need to notify stakeholders, manage CRM records, and track revenue across platforms once billing and accounting run together. Pick a combination and activate it in one click.

ChargeOver
Xero
+
HubspotHubspot (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
C
X
H
Create a Xero sales invoice and a HubSpot contact whenever a new customer is created in ChargeOver.
New ChargeOver customers automatically generate a sales invoice in Xero and a contact in HubSpot without manual data entry.
H
C
X
When a new HubSpot contact is added, create a customer in ChargeOver and update Xero.
New HubSpot contacts immediately appear as customers in ChargeOver and update your records in Xero.
C
X
H
When an invoice is created in ChargeOver, create a sales invoice in Xero and create a HubSpot task.
Every new ChargeOver invoice creates a sales invoice in Xero and sets up a follow-up task in HubSpot.
X
C
H
When a payment is created in Xero, create an invoice in ChargeOver and update the deal in HubSpot.
Recorded Xero payments trigger a new ChargeOver invoice and update the related deal stage in HubSpot.
C
X
H
If a ChargeOver invoice status changes, update the Xero sales invoice and notify your HubSpot sales team.
Invoice status updates in ChargeOver refresh your Xero sales invoice and update records in HubSpot.
X
C
H
When a Xero quote is created, generate a ChargeOver quote and create a deal in HubSpot.
New Xero quotes instantly generate a corresponding ChargeOver quote and log a deal in HubSpot.
C
X
H
Use Claude to summarise every new ChargeOver invoice, create a sales invoice in Xero, and log it in HubSpot.
Claude summarises new ChargeOver invoices before generating a Xero sales invoice and logging details in HubSpot.
C
X
H
S
When a customer is created in ChargeOver, create a Xero sales invoice, log the contact in HubSpot, and notify Slack.
New ChargeOver customers generate a Xero invoice, a HubSpot contact, and a Slack alert instantly.

Supported triggers and actions for ChargeOver and Xero

Mix and match to build the exact automation you need

ChargeOver
ChargeOver Triggers & Actions
Instant
Customer is created in ChargeOver
Triggers the automation when a new customer is created
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Instant
Customer is updated in ChargeOver
Triggers the automation when customer details are updated
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Instant
Contact is created in ChargeOver
Triggers the automation when a new contact is created
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Instant
Contact is updated in ChargeOver
Triggers the automation when a contact is updated
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Instant
Transaction is added in ChargeOver
Triggers the automation when a new transaction occurs
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Instant
Transaction status is changed in ChargeOver
Triggers the automation when the status of a transaction is updated
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Instant
Status of quote is changed in ChargeOver
Triggers the automation when the status of a quote changes
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Instant
Quote is created in ChargeOver
Triggers the automation when a new quote is created
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Instant
Invoice status is changed in ChargeOver
Triggers the automation when the status of any invoice is updated
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Instant
Invoice is created in ChargeOver
Triggers the automation when any invoice is added or modified
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Instant
Item is created in ChargeOver
Triggers the automation when a new item is created
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Instant
Subscribption is added in ChargeOver
Triggers the automation when a subscription is added
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Instant
Subscription status is changed in ChargeOver
Triggers the automation when a subscription status is changed
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Create customer in ChargeOver
Adds a new customer to the database
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Search customer by name in ChargeOver
Searches for a customer based on their name
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Update customer in ChargeOver
Updates a customer's information
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Create subscription in ChargeOver
Enrolls users in a subscription service
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Cancel a subscription in ChargeOver
Unsubscribe and end recurring subscription services
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Search subscription by customer id in ChargeOver
Searches for a subscription by customer id
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Create contact in ChargeOver
Adds a new contact to the database
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Search contact by first name in ChargeOver
Finds information about a contact using the first name
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Create a quote in ChargeOver
Creates a new workspace
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Search quote by customer id in ChargeOver
Searches for a quote by customer id
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Search transaction by customer id in ChargeOver
Searches for a transaction using a customer id
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Search item by name in ChargeOver
Locates and retrieves particular item information using the item name
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Search invoice by customer id in ChargeOver
Searches for an invoice using a customer id
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Create an invoice in ChargeOver
Generates a new invoice
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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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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 ChargeOver + Xero?

Streamline your billing workflows, eliminate manual accounting entries, and keep your financial data synchronized.

What you can automate?
๐Ÿงพ
Sync invoices between ChargeOver and Xero
Automatically generate a Xero sales invoice the moment a new invoice or subscription is created in ChargeOver. Eliminate manual data entry and keep your accounting books perfectly up to date.
๐Ÿ“‹
Capture every customer detail and custom field
Map all available ChargeOver customer profiles and metadata directly into Xero contacts. Ensure your billing and accounting databases match word for word.
๐Ÿ””
Notify your team the moment billing events occur
Send instant updates to your finance channel in Slack or via email whenever a new transaction is added or an invoice status changes in ChargeOver.
๐Ÿ”€
Route transactions based on billing criteria
Handle high-value invoices differently by applying conditional logic that routes specific tiers to designated accounts or triggers specialized follow-up tasks.
๐Ÿ”„
Keep accounting records updated as invoices change
Automatically update Xero sales invoices and payment records whenever invoice statuses or transaction details are modified in ChargeOver.
๐Ÿ”
Add or update records to prevent duplicates
Search existing customer and item records before creation to ensure your Xero directory remains clean and free of duplicate entries.
๐Ÿ’ณ
Manage later status changes and refunds
Track payment completions, refunds, and cancellations effortlessly by syncing transaction status changes between ChargeOver and Xero.
๐Ÿ”—
Extend your financial workflows to Slack
Connect your core billing pair with Slack to notify team members, broadcast revenue milestones, and coordinate follow-up tasks instantly.
And much more...

Who is ChargeOver + Xero integration for?

Finance professionals, billing teams, and business owners eliminate manual data entry and keep accounting ledgers perfectly synchronized.

Finance Managers
Finance Managers
Operations Leads
Operations Leads
Account Executives
Account Executives
Billing Specialists
Billing Specialists
Sales Managers
Sales Managers
Auditors and Controllers
Auditors and Controllers
๐Ÿ“ˆ
Finance Managers
You're tracking billing data in ChargeOver but your accounting ledger only updates when someone manually exports records, so the revenue reports you're reviewing are always a few hours behind โ€” with this integration, every transaction lands in Xero instantly and your financial data stays current.
โšก
Operations Leads
You manage customer accounts in ChargeOver while your team handles books in Xero, but delayed manual updates mean fulfillment happens before accounting confirms payment โ€” automations between both apps mean every new customer and invoice syncs instantly without human delay.
๐Ÿค
Account Executives
You close deals and create invoices in ChargeOver, but clients often ask for updated Xero statements before finance processes them, leaving you stuck chasing paperwork โ€” connecting these apps means your billing and accounting records update in tandem so client questions are answered immediately.
๐Ÿ“Š
Billing Specialists
You process high volumes of recurring invoices in ChargeOver every day, but copy-pasting payment details into Xero creates bottlenecks and human errors during peak billing cycles โ€” this integration means every invoice and payment syncs automatically without manual data entry.
๐Ÿ‘ฅ
Sales Managers
You depend on billing confirmations from ChargeOver to trigger customer onboarding workflows in Xero, but manual handoffs cause frustrating delays for your new accounts โ€” this integration means every billing event transitions smoothly into your accounting system the moment it happens.
๐Ÿ“‹
Auditors and Controllers
You need a reliable, complete history of financial transactions across your billing and accounting tools, but manual data transfers keep leaving audit gaps in your ledgers โ€” automating both apps means every transaction, customer, and invoice is logged accurately every single time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ChargeOver + Xero

Build and manage your ChargeOver + 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 ChargeOver + 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 ChargeOver to Xero?
Frequently Asked Questions
You can connect ChargeOver to Xero in one click using ready-made templates on Integrately. Select a workflow, authenticate your accounts, and activate it instantly or ask Integrately AI to build custom sequences with Slack, QuickBooks Online, and Gmail.
Can I automatically create Xero invoices when a new ChargeOver invoice is generated?
Frequently Asked Questions
Can I connect ChargeOver, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ChargeOver and Xero?
Frequently Asked Questions
How does ChargeOver handle customer data synchronization with Xero?
Frequently Asked Questions
How does Xero payment data update ChargeOver records?
Frequently Asked Questions
Can I automate my ChargeOver and Xero workflows without coding?
Frequently Asked Questions
Is the ChargeOver and Xero integration free?
Frequently Asked Questions
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