Lexware + Xero Integration

Integrate Lexware to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, update contacts, track payments, and sync financial records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware 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.
  • Lexware
    Update contact in Lexware
  • Lexware
    Create contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • 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
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL 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 Lexware + Xero Integration

Create sales invoices from new Lexware bills, update contacts, sync payments, and keep financial records current, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Xero Integration

Create Xero task for new Lexware contact

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

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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Xero + Lexware Integration

Create Lexware contact for new Xero contact

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

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

Sync accounting data with your CRM, send payment updates, and notify your finance team as soon as records update. Pick a combination and activate it in one click.

Lexware
Xero
+
StripeStripe (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
L
X
S
Create a Xero sales invoice when a Lexware invoice is created, and create a customer in Stripe
New Lexware invoices automatically generate Xero sales invoices and set up customer profiles in Stripe without manual data entry.
L
X
S
When a Lexware contact is created, update the contact in Xero and create a customer in Stripe
New Lexware contacts update your Xero accounts and create matching Stripe customer profiles automatically.
L
X
S
Create a Xero sales invoice from a Lexware quotation, and create a payment link in Stripe
Accepted Lexware quotations immediately generate Xero sales invoices and Stripe payment links for fast client checkout.
L
X
S
When a Lexware credit note is created, create a credit note in Xero and issue a refund in Stripe
Lexware credit notes automatically generate matching Xero credit notes and process refunds in Stripe.

Supported triggers and actions for Lexware and Xero

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
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Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
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Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
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Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
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Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
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Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Update contact in Lexware
Updates contact information with new details
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Create contact in Lexware
Adds a new contact to the database
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Search contact in Lexware
Finds and retrieves contact information
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Create a quotation in Lexware
Creates a new workspace
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Search article by number in Lexware
Retrieves information about a specific article
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Update article in Lexware
Modifies an existing article
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Create confirmation order in Lexware
Creates a confirmation order
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Create delivery note in Lexware
Creates a new delivery note
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Get invoice by ID in Lexware
Generates a new invoice
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
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Create article in Lexware
Adds a new article to the database
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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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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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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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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 Lexware + Xero?

Streamline your accounting operations by connecting Lexware and Xero for automated invoicing, contact updates, and financial tracking.

What you can automate?
๐Ÿงพ
Automate sales invoice creation from invoices
Generate a sales invoice in Xero the moment a new invoice is created in Lexware. Eliminate duplicate data entry between your accounting platforms.
๐Ÿ“‹
Capture every submitted invoice field
Map all available line items, tax details, and customer notes from Lexware into Xero instead of just basic totals. Your financial records remain complete.
๐Ÿ””
Notify your team of billing milestones
Send instant notifications to your finance channel when invoices are created or paid. Keep stakeholders informed without switching apps.
๐Ÿ”€
Route transactions based on invoice criteria
Trigger specific follow-up actions depending on the invoice status or total amount. Direct high-value transactions to senior finance staff automatically.
๐Ÿ”„
Keep financial destination records up to date
Automatically update existing Xero sales invoices whenever corresponding records are modified in Lexware. Prevent outdated financial figures.
๐Ÿ‘ค
Sync customer contacts without duplicates
Create or update matching customer profiles in Xero whenever a contact is modified in Lexware. Maintain clean unified contact directories.
๐Ÿ’ณ
Handle payment and status changes instantly
Process credit notes, vouchers, and payment status updates between Lexware and Xero the moment they occur. Keep your ledger accurate in real time.
๐Ÿ“Š
Extend your financial workflow to Google Sheets
Send automated invoice summaries and payment logs directly into Google Sheets for custom reporting alongside your core accounting stack.
And much more...

Who is Lexware + Xero integration for?

Finance professionals, small business owners, and accounting teams eliminate manual data entry and keep financial records synchronized across platforms.

Finance reporting managers
Finance reporting managers
Accountants and bookkeepers
Accountants and bookkeepers
Client success consultants
Client success consultants
Small business operators
Small business operators
Sales operations leads
Sales operations leads
Financial auditors
Financial auditors
๐Ÿ“ˆ
Finance reporting managers
You compile financial summaries from Lexware but your reporting spreadsheets only update when someone manually exports records, so your cash flow figures are always hours behind โ€” this integration means every new invoice lands in your accounting software instantly and your reports stay current.
โšก
Accountants and bookkeepers
You need to reconcile client payments immediately, but discovering delayed billing records leaves your books out of balance โ€” automating both apps means every transaction transfers instantly and your ledger remains accurate.
๐Ÿค
Client success consultants
You answer to clients who want immediate confirmation when billing milestones are met, but checking multiple portals slows down your response times โ€” connecting these apps means every invoice status update syncs automatically and your clients stay informed.
๐Ÿ“ฆ
Small business operators
The volume of daily customer invoices is too high for your team to copy between systems by hand without making mistakes โ€” automating both apps means every sales order creates a matching invoice instantly and manual errors disappear.
๐Ÿ’ผ
Sales operations leads
You depend on finance teams to hand over billing confirmation before processing new deals, causing workflow bottlenecks โ€” this integration means every payment update flows seamlessly between systems so your sales pipeline moves without waiting.
๐Ÿ”
Financial auditors
You need a reliable history of all transactions and keep finding missing gaps between your billing and accounting tools โ€” connecting these apps means every quotation, invoice, and credit note is logged permanently without omission.
Our team

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Why choose Integrately to automate Lexware + Xero

Build and manage your Lexware + 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 Lexware + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lexware to Xero?
Frequently Asked Questions
You can connect Lexware to Xero in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Stripe, Shopify, HubSpot, Mailchimp, Google Sheets, and Slack.
Can I automatically create Xero sales invoices from Lexware invoices?
Frequently Asked Questions
Can I connect Lexware, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Xero?
Frequently Asked Questions
How does Lexware handle invoice creation triggers?
Frequently Asked Questions
How does Xero process new sales invoice actions?
Frequently Asked Questions
Can I set up Lexware and Xero automations without coding?
Frequently Asked Questions
Is the Lexware and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Lexware or Xero With 1500+ Other Apps

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