Omnisend + Xero Integration

Integrate Omnisend to Xero in one click, or tell Integrately AI how you want each contact handled. Create contacts, generate sales invoices, update your accounting records, and keep your financial data synchronized automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Omnisend
    Contact is created in Omnisend
  • 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.
  • Omnisend
    Create subscriber in Omnisend
  • Omnisend
    Trigger custom event in Omnisend
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task 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 Omnisend + Xero Integration

Sync contacts, create sales invoices, record customer details, update accounting records, and keep your books accurate, all in just one click.

Most popular automationmost-popular-automations
Xero + Omnisend Integration

Create Omnisend contact for new Xero contact

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

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

Connect customer data across your ecommerce storefront, payment processor, and spreadsheets once your core automation finishes. Pick a combination and activate it in one click.

Omnisend
Xero
+
ShopifyShopify (2)
+
StripeStripe (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
Google SheetsGoogle Sheets (2)
+
GmailGmail (2)
+
SlackSlack (2)
O
X
S
Add every new Omnisend contact as a Xero contact, and create the customer record in Shopify.
New Omnisend contacts become Xero contacts and Shopify customers instantly, eliminating manual data entry across your platforms.
O
X
S
When a new Omnisend contact is created, generate a Xero sales invoice and add a customer in Shopify.
Trigger a Xero sales invoice and a Shopify customer profile immediately when a new contact registers in Omnisend.

Supported triggers and actions for Omnisend and Xero

Mix and match to build the exact automation you need

Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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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 contact in Xero
Attach files or documents to contact profiles
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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 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
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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 Omnisend + Xero?

Streamline your marketing and accounting workflows by automating contact creation, invoice generation, and record synchronization.

What you can automate?
๐Ÿ”„
Sync new contacts between platforms instantly
Automatically create a Xero contact the moment a new contact is created in Omnisend. Eliminate manual data entry and keep your customer databases aligned across tools.
๐Ÿงพ
Generate sales invoices automatically
Turn new Omnisend contacts into billable customers by automatically creating sales invoices in Xero. Streamline your revenue collection right from the start.
๐Ÿ””
Notify your team the moment records update
Alert your finance or sales channel on Slack or Gmail as soon as new contacts or invoices are processed. Keep every stakeholder informed in real time.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional rules to create different invoices or contact tiers in Xero depending on the specific data submitted in your Omnisend campaigns.
๐Ÿ“
Keep your records updated as data changes
Update existing contact information or invoice items in Xero automatically when subscriber details are modified in Omnisend.
๐Ÿ”
Search and prevent duplicate entries
Check existing Xero records before creating new entries to ensure clean databases and avoid duplicate contacts or conflicting invoices.
๐Ÿ’ณ
Handle payments and billing updates
Create payments or update sales invoices in Xero when transactions occur, keeping your financial statements accurate and up to date.
๐Ÿ“Š
Extend your workflow to external apps
Connect your Omnisend and Xero flow with Google Sheets, Slack, or Shopify to log rows, notify team members, and sync store data effortlessly.
And much more...

Who is Omnisend + Xero integration for?

Connecting Omnisend and Xero eliminates manual data entry between your marketing platform and accounting software, ensuring accurate records for every team.

Performance marketers
Performance marketers
E-commerce store owners
E-commerce store owners
Finance managers
Finance managers
Sales operations teams
Sales operations teams
Account managers
Account managers
Customer success leads
Customer success leads
๐Ÿ“ˆ
Performance marketers
You run targeted campaigns in Omnisend to drive subscriber growth, but your accounting records only update when someone manually exports contacts, so revenue reports are always lagging โ€” this integration means every new contact creates a Xero record instantly and your financial metrics stay accurate.
โšก
E-commerce store owners
You need to issue invoices and track customer purchases quickly as new subscribers convert, but manual data transfers cause billing delays โ€” this integration means every new Omnisend contact generates a Xero sales invoice immediately so your billing stays on schedule.
๐Ÿ“‹
Finance managers
You rely on clean accounting data in Xero to review business performance, but manual entry introduces missing client details โ€” this integration means every contact and invoice is logged correctly from the start and your books remain audit-ready.
๐Ÿ”„
Sales operations teams
High contact volumes make it impossible to keep customer profiles updated across marketing and billing tools by hand, leading to duplicate records โ€” this integration means every subscriber transition is handled automatically and your databases stay clean.
๐Ÿค
Account managers
You depend on timely customer creation in Xero to initiate onboarding and billing, but upstream handoffs are often delayed โ€” this integration means client profiles flow seamlessly from Omnisend straight into Xero the moment registration occurs.
๐Ÿ—‚๏ธ
Customer success leads
You need a complete history of customer interactions and financial touchpoints, but fragmented tools leave gaps in your client logs โ€” this integration means every contact update is recorded across your systems without missing a single entry.
Our team

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Why choose Integrately to automate Omnisend + Xero

Build and manage your Omnisend + 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 Omnisend + 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Omnisend to Xero?
Frequently Asked Questions
You can connect Omnisend to Xero instantly using ready-made templates on Integrately. Simply choose a workflow, connect your accounts with 1-click setup, or ask Integrately AI to build your custom automation.
Can I automatically create Xero contacts when a new contact registers in Omnisend?
Frequently Asked Questions
Can I connect Omnisend, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Omnisend and Xero?
Frequently Asked Questions
How are new contacts handled when transferred from Omnisend to Xero?
Frequently Asked Questions
Can I generate sales invoices in Xero from Omnisend triggers?
Frequently Asked Questions
Do I need coding skills to automate Omnisend and Xero?
Frequently Asked Questions
Is the Omnisend and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Omnisend or Xero With 1500+ Other Apps

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