Create Holded deal for new Xero sales invoice
Xero + Holded Integration
Holded + Xero Integration
Integrate Holded to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, sync contacts, update payments, and track your business finances automatically.
Free forever.Use premium features free for 14 days.1.
Purchase is created in Holded- Invoice is created in Holded
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 contact in Holded
- Search contact by email in Holded
- Update contact in Holded
- Search contact by phone in Holded
- Create sales invoice in Holded
- Create purchase invoice in Holded
- Create deal in Holded
- Create credit note in Holded
- Mark invoice as paid in Holded
- Send invoice in Holded
- Create sales receipt in Holded
- Mark credit note as paid in Holded
- Create quote in Holded
- Create sales order in Holded
- Create product in Holded
- Create event in Holded
- Create payment in Holded
- Create employee in Holded
- 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 task in Xero
- Create project in Xero
- Add attachment to invoice 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 Holded + Xero Integration
Create sales invoices, sync contacts, update payments, track financial records, and manage your accounting, all in just one click.
Most popular automations
Create Holded contact for new Xero contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Xero - Holded integration, anytime a new Xero contact is created, an Holded contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Xero - Holded integration, anytime a new Xero contact is created, an Holded contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Holded deal from new Xero contact
Anytime a new contact is created in your Xero, a new deal will automatically be created in your Holded. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Xero - Holded integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See moreThis Xero - Holded integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Holded + Xero flow
Connect Shopify, Stripe, Slack, Gmail, HubSpot, and Asana to extend your accounting workflows with automated messaging, team alerts, and customer updates. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) +
Asana (3)
Asana (3) S
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Create a Holded sales invoice and a Xero sales invoice whenever a new Shopify order is placed.
Shopify orders automatically generate sales invoices in both Holded and Xero without manual data entry.
S
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Create a Shopify customer, create a contact in Holded, and add a contact in Xero.
New Shopify customers are instantly registered as contacts in Holded and Xero for seamless client management.
S
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When a Shopify refund is processed, create a credit note in Holded and create a credit note in Xero.
Shopify refunds automatically trigger credit notes in Holded and Xero to keep financial ledgers balanced.
S
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Create a product in Holded and create an item code in Xero whenever a new product is added in Shopify.
Shopify product additions automatically update inventory items in Holded and Xero.
Supported triggers and actions for Holded and Xero
Mix and match to build the exact automation you need
Holded 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 Holded + Xero?
Streamline your financial management by connecting Holded and Xero for real-time invoice creation, contact syncing, and payment tracking.
🧾
Sync invoices instantly across platforms
Generate sales invoices in Xero the moment an invoice is created in Holded. Eliminate manual data entry and ensure your books match your management software.
👥
Synchronize contacts automatically
Map customer profiles between Holded and Xero as soon as new contacts are added. Keep your client directory consistent across your entire business stack.
🔔
Alert your team on Slack instantly
Send automated notifications to your finance channel whenever new invoices or payments are logged. Keep stakeholders informed without switching apps.
⚙️
Route transactions based on custom fields
Execute different accounting workflows depending on the specific attributes of submitted invoices or customer tiers. Tailor your financial routing with precision.
🔄
Keep financial records up to date
Update contact details and invoice line items dynamically as changes occur in either Holded or Xero. Maintain pristine data hygiene across your tools.
🔍
Search and match existing records
Lookup contacts by email or phone before creating new entries to prevent duplicate accounts. Keep your databases clean and organized.
💳
Automate payment status updates
Mark invoices as paid in Holded and record matching payments in Xero when transactions clear. Keep your accounts receivable accurate in real time.
🚀
Extend workflows to Slack
Connect your Holded and Xero core flow with Slack to broadcast real-time financial updates to your team. Drive cross-functional collaboration effortlessly.
And much more...
Who is Holded + Xero integration for?
Business owners, accountants, and finance teams struggling with manual financial record updates find instant alignment and complete accuracy across both platforms.
Financial controllers
Sales managers
Client account directors
E-commerce store operators
Operations specialists
Finance auditors
📈
Financial controllers
You're reporting on business metrics and cash flow, but your accounting records only update when someone manually exports receipts, so the figures you're analyzing are always a few hours behind — this integration means every transaction lands in your ledger instantly and your reports stay current.
⚡
Sales managers
You need to act fast on closed deals and issued invoices, but billing details get trapped in company management tools too late for the team to review — connecting these apps means every invoice generates accounting entries instantly and your team stays informed without delay.
🤝
Client account directors
You answer to clients who expect flawless financial records and timely billing confirmations, but tracking documents across separate systems leads to embarrassing oversights — automating both apps means your invoicing and books stay perfectly matched for every client interaction.
📦
E-commerce store operators
The transaction volume is too high for anyone to keep up by hand, and manual data entry between your sales platform and accounting tools causes constant ledger discrepancies — with this integration, every order and payment syncs automatically without missing a single entry.
🔄
Operations specialists
You own the billing workflow and depend on upstream teams to hand over customer records before you can issue documents, creating chronic operational bottlenecks — this integration means customer data flows smoothly from creation to invoice generation without manual handoffs.
📋
Finance auditors
You need a reliable history of all transactions and keep finding audit gaps caused by manual record-keeping errors between different software suites — connecting these apps means every record matches across systems and your compliance history remains pristine.
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 Holded + Xero
Build and manage your Holded + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Holded + 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 Holded + Xero Now 
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Frequently Asked Questions
How do I connect Holded to Xero?
You can connect Holded to Xero in just 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with Shopify, Stripe, Slack, Gmail, HubSpot, and Asana.
Can I automatically sync invoices between Holded and Xero?
Can I connect Holded, Xero, and Slack?
What is a good Zapier alternative for Holded and Xero?
How does Holded handle contact creation and invoice syncing?
How does Xero integrate with financial workflows?
Do I need coding skills to automate Holded and Xero?
Is the Holded and Xero integration free?
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