Join It + Xero Integration

Integrate Join It to Xero in one click, or tell Integrately AI how you want each membership handled. Track revenue, log payments, update accounting records, and send invoices automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
  • 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
Arrow Right
2.
  • 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
    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
    Add attachment to purchase order 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 Join It + Xero Integration

Create sales invoices, log payments, update contacts, track revenue, and notify your finance team, all in just one click.

Most popular automationmost-popular-automations
Join It + Xero Integration

Create Xero task for new Join It payment

When you make a payment in Join It, be sure to create a task in Xero! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Join It + Xero Integration

Create Xero task for new Join It memberships

In Join It, when you create a memberships, it automatically creates a task in Xero for that memberships. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular memberships on their memberships profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Join It + Xero flow

Streamline billing follow-ups, team alerts, and document storage across your broader software stack. Pick a combination and activate it in one click.

Join It
Xero
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (3)
+
Google DriveGoogle Drive (3)
+
Google SheetsGoogle Sheets (4)
J
S
X
Create a Stripe customer for every new Join It membership, and create a sales invoice in Xero
New Join It memberships immediately generate a customer record in Stripe and a corresponding sales invoice in Xero without manual data transfer.
J
S
X
When a payment is created in Join It, record the payment in Stripe and create a payment in Xero
Join It payment events instantly update your Stripe records and log the transaction inside Xero for accurate bookkeeping.
J
S
X
When a Join It membership is renewed, update the Stripe subscription and update the contact in Xero
Renewals in Join It automatically trigger updates in Stripe and refresh the corresponding contact profile in Xero.
J
S
X
When a Join It membership becomes inactive, cancel the Stripe subscription and update the sales invoice in Xero
Cancelled memberships in Join It automatically revoke Stripe access and update your Xero invoicing records.

Supported triggers and actions for Join It and Xero

Mix and match to build the exact automation you need

Join It
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
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Instant
Membership is updated in Join It
Triggers the automation when a membership is modified
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Instant
Payment is created in Join It
Triggers the automation when a new payment is created
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Instant
Membership is renewed in Join It
Triggers the automation when membership is renewed
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Instant
Membership goes into inactive status in Join It
Triggers the automation when a membership becomes inactive
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No action is available
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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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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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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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
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What can you automate with Join It + Xero?

Streamline your membership billing and accounting workflows with automated triggers and real-time data synchronization.

What you can automate?
๐Ÿงพ
Create Xero invoices from new memberships
Automatically generate a sales invoice in Xero the moment a new membership is created in Join It, removing manual invoicing tasks.
๐Ÿ“‹
Capture every submitted membership detail
Map all member contact fields and custom questions directly into your accounting contacts and invoices without data loss.
๐Ÿ””
Notify your team on payment events
Trigger instant Slack alerts or email notifications whenever a new payment is created or a membership is renewed.
๐Ÿ”€
Route workflows based on membership type
Perform different accounting operations or tag assignments depending on the specific membership tier selected.
๐Ÿ”„
Keep accounting contacts up to date
Automatically update contact information in Xero whenever member details or billing addresses change in Join It.
๐Ÿ”
Prevent duplicate records with smart search
Search existing contacts by email before creating new entries, ensuring your financial ledger remains clean and organized.
โฑ๏ธ
Manage renewals and cancellations
Automatically update sales invoices and contact statuses when memberships are renewed or go into inactive status.
๐ŸŒ
Extend workflows to external apps
Connect your core membership and accounting data to marketing tools, spreadsheets, or cloud storage platforms.
And much more...

Who is Join It + Xero integration for?

Connecting Join It and Xero makes accounting and membership management streamlined, eliminating manual data entry for growing business teams.

Finance directors
Finance directors
Membership managers
Membership managers
Operations leads
Operations leads
Association executives
Association executives
Accountants
Accountants
Administrative staff
Administrative staff
๐Ÿ“ˆ
Finance directors
You rely on accurate membership revenue reports to make budgeting decisions, but manual invoice creation leaves your ledger out of date โ€” automating both apps means every new payment and membership fee updates your financial books instantly.
โšก
Membership managers
You need to onboard new joiners immediately, but copying signups into your accounting software takes hours away from community building โ€” integrating these apps means every new membership creates an invoice and contact record automatically.
๐Ÿค
Operations leads
You answer to stakeholders who demand clean records and precise revenue tracking, but missing updates create reconciliation gaps โ€” with this integration, every payment and status change is logged cleanly in your financial system.
๐Ÿ“Š
Association executives
The volume of membership signups and renewals is too high for anyone to keep up by hand, leading to billing bottlenecks โ€” connecting these apps means your invoicing and financial reconciliation scale effortlessly with member growth.
๐Ÿ’ผ
Accountants
You own the bookkeeping process and depend on upstream membership platforms to hand over clean payment data, but manual entry introduces errors โ€” this integration means every transaction arrives in your accounting software ready for review.
๐Ÿ—‚๏ธ
Administrative staff
You need a reliable history of member payments and contact details, but manual data transfers keep leaving gaps in your records โ€” automating both apps means every membership lifecycle event updates your accounts completely.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Join It + Xero

Build and manage your Join It + 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 Join It + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Join It to Xero?
Frequently Asked Questions
You can connect Join It to Xero in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, Stripe, and Google Sheets.
Can I automatically create Xero invoices when a Join It membership is created?
Frequently Asked Questions
Can I connect Join It, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Join It and Xero?
Frequently Asked Questions
How are member contact details synced between Join It and Xero?
Frequently Asked Questions
Can I record Join It payments in Xero automatically?
Frequently Asked Questions
Do I need coding skills to automate Join It and Xero?
Frequently Asked Questions
Is the Join It and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Join It or Xero With 1500+ Other Apps

Join It
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Xero
Popular Xero Integrations
Sync Xero with payment gateways, e-commerce stores, and reporting software to keep financial workflows running.
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