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.
ERP Next + Xero Integration
Integrate ERP Next to Xero in one click, or tell Integrately AI how you want each document handled. Create sales invoices, log payments, update contacts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is submitted in ERP Next Instant
- Document is cancelled in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is changed in ERP Next Instant
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.
- Create customer in ERP Next
- Create lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Search lead in ERP Next
- Create project in Xero
- Add attachment to invoice in Xero
- Create task in Xero
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Get online invoice URL in Xero
- Search item by name 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
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Ready Workflows for ERP Next + Xero Integration
Create invoices, track payments, update contacts, and sync documents, 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 ERP Next + Xero flow
Sync your financial workflows with customer data, team notifications, and marketing tools. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) S
X
E
Create a Xero sales invoice whenever a new Shopify order is paid, and update ERP Next
New Shopify orders generate Xero sales invoices instantly and update ERP Next records, eliminating manual data entry.
S
X
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When a Shopify customer is created, add a contact in Xero and create a lead in ERP Next
Keep your financial books and ERP records aligned every time a new customer registers on Shopify.
S
X
E
Add Shopify refund details to Xero credit notes and log the issue in ERP Next
Process Shopify refunds accurately by issuing Xero credit notes and tracking support issues in ERP Next.
S
X
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When a Shopify product is updated, search the item in Xero and update ERP Next records
Keep product catalogs synchronized between Shopify, Xero, and ERP Next automatically.
Supported triggers and actions for ERP Next and Xero
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → 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 ERP Next + Xero?
Eliminate manual bookkeeping and keep your financial records synchronized across your entire enterprise stack.
🧾
Create Xero Invoices from ERP Next
Generate sales invoices in Xero automatically whenever a document is inserted or submitted in ERP Next. Eliminate duplicate data entry between your operational and accounting software.
📋
Capture Every Document Field
Map item descriptions, quantities, and pricing from ERP Next directly into Xero line items. Ensure your invoices reflect exact order specifications every time.
🔔
Alert Your Finance Team Instantly
Send immediate channel notifications in Slack or email updates in Gmail whenever a Xero payment is received or an ERP Next document changes status.
🔀
Route Based on Invoice Amounts
Apply conditional rules to send high-value invoices to senior accountants in Xero or flag large enterprise orders for review in ERP Next.
🔄
Keep Customer Records Up to Date
Update contact information, billing addresses, and account numbers across ERP Next and Xero whenever a customer profile changes.
🔍
Prevent Duplicate Contacts and Items
Search existing contacts and items in Xero before creating new entries, keeping your database clean and organized.
💳
Handle Payments and Credit Notes
Record payments, issue credit notes, and update invoice statuses automatically across both platforms as transactions occur.
📈
Extend Workflows with Supporting Apps
Connect Slack, Google Drive, or Gmail to your ERP Next and Xero workflows to archive invoices, notify teams, and manage client communications.
And much more...
Who is ERP Next + Xero integration for?
Financial managers, accountants, and operations leads use this integration to keep books and enterprise records synchronized without manual data entry.
Financial Controllers
Sales Directors
Project Accountants
Operations Leads
Business Owners
Customer Success Leads
📊
Financial Controllers
You're tracking enterprise accounts in ERP Next, but your Xero ledgers fall out of sync because receipts are entered manually — this integration means every new invoice and payment updates instantly across both systems.
🎯
Sales Directors
You manage client pipeline data in ERP Next, but finding out when invoices are paid requires checking accounting software separately — with this integration, every payment status update flows directly into your records.
📑
Project Accountants
You prepare billing reports based on ERP Next documents, but delays in Xero invoice creation hold up client billings — automating both apps means your billable items generate invoices the moment they are approved.
⚙️
Operations Leads
You oversee daily inventory and document workflows in ERP Next, but manual customer entries in Xero create discrepancies — connecting these apps means contact details and orders match across your entire stack.
🏢
Business Owners
You rely on accurate financial reporting from Xero and operational data from ERP Next, but siloed systems leave you guessing on cash flow — this integration means your business metrics stay current and reliable.
🤝
Customer Success Leads
You depend on billing and payment data to support clients, but checking payment statuses across separate platforms wastes hours every week — automating both apps means client billing history is always visible.
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 ERP Next + Xero
Build and manage your ERP Next + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + 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 ERP Next + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Xero?
You can connect ERP Next to Xero in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your accounting and enterprise data with tools like Slack, HubSpot, and Gmail.
Can I automatically create Xero invoices when ERP Next documents are submitted?
Can I connect ERP Next, Xero, and Slack?
What is a good Zapier alternative for ERP Next and Xero?
How do ERP Next document updates sync with Xero?
Can Xero payment events update ERP Next records?
Do I need coding skills to automate ERP Next and Xero?
Is the ERP Next and Xero integration free?
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