How to better manage accounts & finances with the top 12 Xero Automations
Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.
Donately + Xero Integration
Integrate Donately to Xero in one click, or tell Integrately AI how you want each donation handled. Generate sales invoices, update contacts, track financial transactions, and keep your accounting records updated automatically.
Free forever.Use premium features free for 14 days.1.
Donation is created in Donately- Fundraiser is created in Donately
- Campaign is created in Donately
Contact is created/updated in Xero- Contact (supplier) in Xero
- Sales Invoice is created/updated in Xero
- Expense claim receipt is created/updated in Xero
- Payment is created/updated in Xero
- Quote is created/updated in Xero
- Account is created/updated in Xero
- Item is created/updated in Xero
- Purchase Order is created/updated in Xero
- Bill is created/updated in Xero
- Bank Transfer is created in Xero
- Bank Transaction is created/updated in Xero
- User is created/updated in Xero
2.
- Get donation by ID in Donately
- Get fundraiser by ID in Donately
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Search item by name in Xero
- Get online invoice URL in Xero
- Update invoice items in Xero
- Create item code in Xero
- Add attachment to purchase order in Xero
- Add attachment to contact in Xero
- Create sales invoice in Xero
- Create sales invoice for existing contact in Xero
- Search sales invoice in Xero
- Get sales invoice by id in Xero
- Create contact in Xero
- Search contact by email address in Xero
- Search contact by name in Xero
- Update contact in Xero
- Search contact by account number in Xero
- Create payment in Xero
- Create quote in Xero
- Create bill in Xero
- Create purchase order in Xero
- Add items to existing sales invoice in Xero
- Send sales invoice by email in Xero
- Search item in Xero
- Create bank transfer in Xero
- Create credit note in Xero
- Create bank transaction in Xero
- Search account in Xero
Trusted by experts at...
Ready Workflows for Donately + Xero Integration
Create invoices from new donations, update accounting contacts, track financial transactions, and keep your books updated, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Donately + Xero flow
Sync donor details with your marketing lists, track payments through financial channels, and alert your team when funds arrive. Pick a combination and activate it in one click.
+
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
HubSpot (3)
HubSpot (3) D
X
S
Create a Xero sales invoice when a Donately donation is made, and record the charge in Stripe
Donations create Xero sales invoices and Stripe records the payment automatically, eliminating manual bookkeeping entries.
D
X
S
When a Donately campaign starts, create a tracking item in Xero and set up a customer profile in Stripe
New campaigns automatically set up tracking items in Xero and establish customer profiles in Stripe.
D
X
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Get fundraiser details from Donately, create a Xero contact, and update customer records in Stripe
Fundraiser records pull from Donately to update Xero contacts and Stripe customer profiles in one pass.
Supported triggers and actions for Donately and Xero
Mix and match to build the exact automation you need
Donately Triggers & Actions
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it → Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it → 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
Try it → Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it → Account is created/updated in Xero
Triggers the automation when an account 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 Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it → What can you automate with Donately + Xero?
Streamline your fundraising accounting workflow from initial donation to final ledger reconciliation.
🧾
Generate Xero sales invoices from donations
Create a matching sales invoice in Xero the moment a new donation is recorded in Donately. Eliminate manual data entry and ensure billing records match incoming contributions.
📋
Capture every submitted donor field
Map all available donor information into your Xero contact profiles instead of just names and emails. Your accounting contacts become richer sources for financial review.
🔔
Notify your finance team instantly
Send immediate alerts to your accounting channel on Slack whenever a major donation arrives or a new campaign launches, keeping staff informed without checking dashboards.
🔀
Route transactions based on campaign data
Apply different Xero account codes or tracking categories depending on which campaign or fundraiser generated the donation. Direct your accounting entries accurately.
🔄
Keep accounting records up to date
Automatically update existing Xero contacts and invoices when donor information or fundraising details change in Donately. Maintain complete data consistency.
👥
Prevent duplicate contact entries
Search existing Xero records before creating new contacts or invoices. Ensure your accounting database remains clean and free of redundant entries.
💳
Handle later payment status changes
Update invoice statuses in Xero when payments are processed, refunded, or cancelled in your fundraising workflows. Keep your financial reporting exact.
🚀
Extend your workflow to marketing apps
Connect your core donation-to-invoice pipeline with Mailchimp to automatically add new contributors to targeted email lists once accounting records are updated.
And much more...
Who is Donately + Xero integration for?
Non-profit leaders, finance managers, and fundraising coordinators eliminate manual data entry and keep financial books perfectly synchronized across platforms.
Finance directors
Non-profit managers
Agency account managers
Operations coordinators
Project managers
Donor relations managers
📈
Finance directors
You're reconciling contribution revenue every week but your accounting ledgers only update when someone manually exports donor data, so the financial reports you're reviewing are always a few hours behind — with this integration, every new donation lands in your books instantly and your figures stay current.
⚡
Non-profit managers
You need to track incoming fundraising campaigns rapidly, but manual invoice creation leaves your accounts receivable lagging behind actual contributions — with this integration, every donation creates a Xero sales invoice automatically and your cash flow tracking remains accurate.
📊
Agency account managers
You answer to client boards who want to see live campaign fundraising progress, but disparate tools mean you spend hours cross-referencing records — with this integration, every campaign milestone and transaction updates your ledgers without manual intervention.
🔄
Operations coordinators
The volume of incoming donations is too high for anyone to keep up by hand, leading to missing contact entries and delayed billing records — with this integration, every submission populates accounting contacts and invoices instantly.
🎯
Project managers
You own the campaign rollout and depend on upstream fundraising data to trigger accounting setup, but communication gaps slow your progress — with this integration, every new campaign immediately provisions your financial tracking codes.
📋
Donor relations managers
You need a reliable history of supporter contributions and keep finding gaps where manual data entry was missed — with this integration, every transaction and contact record syncs reliably across your entire tech stack.
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 Donately + Xero
Build and manage your Donately + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Donately + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Donately + Xero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Donately to Xero?
You can connect Donately to Xero in just 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create Xero sales invoices when a new donation is made in Donately?
Can I connect Donately, Xero, and Slack?
What is a good Zapier alternative for Donately and Xero?
How are donation records handled between Donately and Xero?
Can I sync customer contacts between Donately and Xero?
Do I need coding skills to automate Donately and Xero?
Is the Donately and Xero integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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