Givebutter + Xero Integration

Integrate Givebutter to Xero in one click, or tell Integrately AI how you want each transaction handled. Create invoices, update contacts, log payments, and track accounting records automatically.

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1.
  • Givebutter
    Contact is created in Givebutter
  • Givebutter
    Transaction is created in Givebutter
  • Givebutter
    Campaign is created in Givebutter
  • Givebutter
    Campaign is updated in Givebutter
  • Givebutter
    Ticket is created in Givebutter
  • 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
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2.
  • Givebutter
    Get recurring plan by id in Givebutter
  • Givebutter
    Get pledge by id in Givebutter
  • Givebutter
    Create contact in Givebutter
  • Givebutter
    Create campaign in Givebutter
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create task in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name 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 Givebutter + Xero Integration

Create sales invoices, update accounting contacts, log transactions, and keep your books updated, all in just one click.

Most popular automationsmost-popular-automations
Xero + Givebutter Integration

Create Givebutter contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Givebutter to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in Givebutter.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Givebutter + Xero Integration

Create Xero task for new Givebutter contact

Xero and Givebutter are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Givebutter integration, you can automatically create task in Xero whenever a new contact is created in Givebutter.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 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 Givebutter + Xero flow

Sync your fundraising and accounting data with marketing tools, team chat, payment processors, and spreadsheets. Pick a combination and activate it in one click.

Givebutter
Xero
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
PayPalPayPal (4)
G
X
S
When a transaction is created in Givebutter, create a sales invoice in Xero, and record the charge in Stripe.
Givebutter transactions instantly generate Xero sales invoices while recording matching charges in Stripe without manual data entry.
G
X
S
When a contact is created in Givebutter, create a customer in Stripe, and update the contact in Xero.
New Givebutter contacts automatically become Stripe customers and update existing contact records in Xero.
G
X
S
When a campaign is created in Givebutter, create a tracking category in Xero, and add a product in Stripe.
New Givebutter campaigns set up corresponding tracking categories in Xero and item records in Stripe.
G
X
S
When a ticket is created in Givebutter, create a sales invoice in Xero, and create an invoice in Stripe.
Givebutter ticket purchases automatically generate sales invoices in Xero and billing records in Stripe.

Supported triggers and actions for Givebutter and Xero

Mix and match to build the exact automation you need

Givebutter
Givebutter Triggers & Actions
Contact is created in Givebutter
Triggers the automation when a new contact is created
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Transaction is created in Givebutter
Triggers the automation when a new transaction is created
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Campaign is created in Givebutter
Triggers the automation when a new campaign is created
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Campaign is updated in Givebutter
Triggers the automation when any campaign is updated
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Ticket is created in Givebutter
Triggers the automation when a new ticket is created
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Get recurring plan by id in Givebutter
Retrieves recurring plan information using its id
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Get pledge by id in Givebutter
Retrieves pledge information using its id
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Create contact in Givebutter
Adds a new contact to the database
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Create campaign in Givebutter
Generates and launch a new marketing campaign
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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 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 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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Create task in Xero
Creates a new task
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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 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
Try it โ†’

What can you automate with Givebutter + Xero?

Streamline your fundraising accounting workflows by connecting Givebutter and Xero for automated record-keeping.

What you can automate?
๐Ÿงพ
Create sales invoices from new transactions
Turn every Givebutter transaction into a detailed sales invoice in Xero the moment a contribution or payment is completed. Eliminate manual bookkeeping and ensure every dollar is accounted for immediately.
๐Ÿ“‹
Capture every submitted contact detail
Sync donor and supporter contact information from Givebutter straight into Xero contact lists. Ensure names, emails, and phone numbers populate accurately without manual re-typing.
๐Ÿ””
Notify your finance team instantly
Alert your team in Slack or via email the moment a major transaction or campaign milestone occurs in Givebutter. Keep stakeholders informed of revenue updates in real time.
๐Ÿ”€
Route transactions based on campaign data
Apply conditional logic to direct specific Givebutter campaign contributions to designated tracking accounts or invoice templates in Xero. Handle different revenue streams automatically.
๐Ÿ”„
Keep accounting records updated as campaigns change
Automatically update existing Xero invoices or account parameters whenever campaign details or ticket types are modified in Givebutter. Keep your financial records consistent.
๐Ÿ”
Search and update existing contacts without duplicates
Check if a donor already exists in Xero before creating a new profile. Update existing contact records with fresh Givebutter transaction details to prevent duplicate entries.
๐Ÿ’ณ
Handle payment and ticket status updates
Process refunds, failed transactions, and ticket cancellations by automatically adjusting corresponding invoices and payment records in Xero. Maintain accurate books through every status change.
๐Ÿ“Š
Extend workflows to spreadsheets and marketing tools
Connect your Givebutter and Xero core flow with Google Sheets, Mailchimp, or Stripe to log transaction rows, update subscriber lists, and reconcile payment gateways in one pipeline.
And much more...

Who is Givebutter + Xero integration for?

Nonprofit leaders, finance managers, and event organizers eliminate manual data entry and keep financial records perfectly synchronized.

Finance directors
Finance directors
Event coordinators
Event coordinators
Nonprofit board treasurers
Nonprofit board treasurers
Development directors
Development directors
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors
You rely on accurate transaction reports to make budget decisions, but fundraising revenue sits in Givebutter until someone manually exports it, so your financial statements are always outdated โ€” this integration means every new transaction creates a sales invoice in Xero instantly and your financial ledger stays current.
โšก
Event coordinators
You need to track event ticket sales and attendee data immediately, but registration details take hours to reach your accounting team, leaving you waiting for confirmation โ€” automating both apps means every ticket purchase generates an invoice in Xero and your registration roster updates without delay.
๐Ÿค
Nonprofit board treasurers
You answer to stakeholders who want transparent, real-time fundraising reports, but manual bookkeeping creates reporting lags and tracking gaps, leaving you scrambling before meetings โ€” with this integration, every campaign transaction populates your accounting books automatically and your financial reporting is always audit-ready.
๐Ÿ“Š
Development directors
Your organization processes high volumes of donations during fundraising campaigns, but manually creating customer profiles and invoices in your accounting software cannot keep pace with the influx โ€” this integration means every donor contact and transaction syncs to Xero instantly and your team handles peak volume effortlessly.
๐Ÿ’ผ
Operations leads
You own the handoff between fundraising campaigns and financial reconciliation, but disconnected systems force your team to copy data across platforms by hand every day โ€” automating both apps means transaction records flow straight into Xero and your administrative workload is eliminated.
๐Ÿ—‚๏ธ
Bookkeepers
You require a reliable, gap-free history of every incoming dollar, but missing transaction details and unrecorded donor contacts create reconciliation headaches at month-end โ€” connecting these apps means every payment creates a verified sales invoice in Xero and your transaction history has zero missing entries.
Our team

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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 Givebutter + Xero

Build and manage your Givebutter + 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 Givebutter + 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Givebutter to Xero?
Frequently Asked Questions
You can connect Givebutter to Xero in 1-click using ready-made workflows on Integrately or by asking Integrately AI to build your custom automation. It links your fundraising platform directly with your accounting software alongside apps like Stripe, Slack, and Google Sheets.
Can I automatically create Xero sales invoices from new Givebutter transactions?
Frequently Asked Questions
Can I connect Givebutter, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Givebutter and Xero?
Frequently Asked Questions
How does Givebutter sync donor contacts with Xero?
Frequently Asked Questions
Can I track Givebutter campaign revenue in Xero accounts?
Frequently Asked Questions
Do I need coding skills to automate Givebutter and Xero?
Frequently Asked Questions
Is the Givebutter and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Givebutter or Xero With 1500+ Other Apps

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