IRIS KashFlow + Xero Integration

Integrate IRIS KashFlow to Xero in one click, or tell Integrately AI how you want each invoice handled. Track payments, sync customer details, update your books, and keep your accounting records aligned automatically.

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1.
  • 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.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • 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
    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 IRIS KashFlow + Xero Integration

Create invoices, sync contacts, log payments, update accounting records, and track financial data, all in just one click.

Most popular automationsmost-popular-automations
Xero + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Xero contact

In order to keep your accounting and customer records in sync, when you create a contact in Xero, this automation will automatically create a customer in IRIS KashFlow.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Xero and IRIS KashFlow!
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Xero + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Xero account

If you have created a account in Xero, it's important to create a customer in IRIS KashFlow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Connect more apps to your IRIS KashFlow + Xero flow

Send financial data to your CRM, notify your team on messaging apps, and keep spreadsheets updated. Pick a combination and activate it in one click.

IRIS KashFlow
Xero
+
StripeStripe (3)
+
PayPalPayPal (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
X
I
S
When a sales invoice is created in Xero, create an invoice in IRIS KashFlow, and create a payment in Stripe.
New Xero invoices immediately generate matching IRIS KashFlow invoices and Stripe payments without manual data entry.
X
I
S
When a contact is created in Xero, create a customer in IRIS KashFlow, and add a customer in Stripe.
New Xero contacts automatically populate your IRIS KashFlow customer list and your Stripe account.
X
I
S
When a payment is created in Xero, add payment in IRIS KashFlow, and create a charge in Stripe.
Recorded Xero payments instantly update IRIS KashFlow and trigger a charge in Stripe.

Supported triggers and actions for IRIS KashFlow and Xero

Mix and match to build the exact automation you need

IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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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 invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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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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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
Try it โ†’
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
Try it โ†’
Search account in Xero
Searches for account information
Try it โ†’

What can you automate with IRIS KashFlow + Xero?

Streamline your financial operations, keep customer records synchronized, and eliminate manual bookkeeping errors effortlessly.

What you can automate?
๐Ÿงพ
Sync sales invoices automatically between platforms
Create an invoice in IRIS KashFlow the moment a sales invoice is created in Xero. Eliminate redundant data entry and ensure billing records match across your entire financial stack.
๐Ÿ“‹
Capture every submitted customer field
Map complete contact details from Xero directly into IRIS KashFlow customer profiles. Keep phone numbers, billing addresses, and company names perfectly synchronized.
๐Ÿ””
Notify your finance team instantly
Alert your accounting department the second a new payment or invoice is processed. Keep stakeholders informed without checking multiple dashboards.
๐Ÿ”€
Route transactions based on invoice amounts
Trigger different bookkeeping workflows depending on specific criteria submitted in your Xero invoices. Handle high-value transactions with dedicated processing rules.
๐Ÿ”„
Keep financial records up to date as things change
Automatically update existing invoices and customer records whenever changes occur in Xero. Prevent outdated data from lingering in your IRIS KashFlow ledgers.
๐Ÿ‘ฅ
Create or update records without duplicates
Search existing customer and invoice records before creating new entries in IRIS KashFlow. Prevent clutter and keep your accounting database clean and organized.
๐Ÿ’ณ
Handle payments and later status updates
Record payments in IRIS KashFlow as soon as transactions are completed in Xero. Keep your reconciliation workflows accurate through every stage of the billing cycle.
๐Ÿ“Š
Extend your accounting flow to Google Sheets
Push invoice and payment details from your core pair straight into Google Sheets rows. Maintain secondary financial trackers without lifting a finger.
And much more...

Who is IRIS KashFlow + Xero integration for?

Financial managers, accountants, and small business owners eliminate manual data entry, keeping their accounting records accurate and up-to-date across multiple platforms.

Financial analysts
Financial analysts
Business owners
Business owners
Client accountants
Client accountants
Bookkeepers
Bookkeepers
Sales managers
Sales managers
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial analysts
You review financial reports to guide business decisions, but your ledgers only update when someone manually exports records, so the invoice totals you analyse are always a few hours behind โ€” this integration means every new transaction lands in your accounting software instantly and your reporting stays current.
โšก
Business owners
You need to track incoming revenue and payment statuses in real time, but delayed data entry leaves you guessing about your cash flow until end-of-month reviews โ€” automating both apps means every payment is recorded immediately and your financial standing is always clear.
๐Ÿ“‹
Client accountants
You answer to stakeholders who expect up-to-date financial records and prompt invoicing, but manual bookkeeping bottlenecks your workflow โ€” connecting these apps means invoices and customer records sync automatically without manual double-handling.
๐Ÿ“Š
Bookkeepers
You manage high volumes of invoices and client contacts every day, but keeping multiple accounting platforms updated by hand leads to persistent discrepancies โ€” with this integration, every new contact and payment flows seamlessly between systems without manual errors.
๐Ÿค
Sales managers
You depend on billing and payment confirmation to advance customer accounts, but upstream data handoffs between accounting tools are slow โ€” automating both apps means payment updates reflect instantly across your workflow.
๐Ÿ—‚๏ธ
Compliance officers
You need a complete and reliable history of all financial transactions for audits, but manual record keeping leaves persistent gaps in your audit trails โ€” connecting these apps means every transaction and customer record is logged reliably from day one.
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Why choose Integrately to automate IRIS KashFlow + Xero

Build and manage your IRIS KashFlow + 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 IRIS KashFlow + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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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.
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Frequently Asked Questions

How do I connect IRIS KashFlow to Xero?
Frequently Asked Questions
You can connect IRIS KashFlow to Xero instantly using 1-click ready workflows on Integrately. Simply choose a template, connect your accounts, and start automating your financial records. You can also use Integrately AI to build custom workflows tailored to your specific accounting requirements.
Can I automatically sync invoices between Xero and IRIS KashFlow?
Frequently Asked Questions
Can I connect IRIS KashFlow, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Xero?
Frequently Asked Questions
How does IRIS KashFlow handle customer creation during synchronization?
Frequently Asked Questions
Can Xero payment events update IRIS KashFlow ledgers automatically?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Xero?
Frequently Asked Questions
Is the IRIS KashFlow and Xero integration free?
Frequently Asked Questions
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You Can Also Connect IRIS KashFlow or Xero With 1500+ Other Apps

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