Order Desk + Xero Integration

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

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1.
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
  • 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.
  • Order Desk
    Search order in Order Desk
  • Order Desk
    Create order in Order Desk
  • Order Desk
    Add note to order in Order Desk
  • Order Desk
    Set the checkout data or metadata of an order in Order Desk
  • Order Desk
    Add shipment to order in Order Desk
  • Order Desk
    Change order folder in Order Desk
  • Order Desk
    Change order tag in Order Desk
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create project in Xero
  • Xero
    Create item code in Xero
  • Xero
    Create task 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 Order Desk + Xero Integration

Create sales invoices, sync contacts, record payments, update purchase orders, and track shipments, all in just one click.

Most popular automationmost-popular-automations
Order Desk + Xero Integration

Create Xero sales invoice for new Order Desk order

As soon as you receive a new Order Desk order, you need to generate a corresponding sales invoice so that you can get paid. With this Order Desk - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new Order Desk order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Connect more apps to your Order Desk + Xero flow

Push new orders to your store inventory, notify your finance team, and send customer receipts. Pick a combination and activate it in one click.

Order Desk
Xero
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
PayPalPayPal (4)
+
SlackSlack (4)
+
GmailGmail (4)
S
O
X
Create an Order Desk order and a Xero sales invoice when a new Shopify order is placed
New Shopify orders instantly generate corresponding records in Order Desk and sales invoices in Xero without manual data entry.
S
X
O
When a Shopify product is updated, search item in Xero and add a note to order in Order Desk
Keep product updates reflected across Shopify, Order Desk, and Xero instantly.
S
X
O
Create a contact in Xero and update checkout data in Order Desk when a Shopify customer is created
Customer details from Shopify flow seamlessly into Xero and Order Desk for streamlined fulfillment.
S
X
O
When a Shopify refund is issued, create a credit note in Xero and change order folder in Order Desk
Process Shopify refunds by automatically issuing Xero credit notes and updating Order Desk folders.

Supported triggers and actions for Order Desk and Xero

Mix and match to build the exact automation you need

Order Desk
Order Desk Triggers & Actions
Order is created in Order Desk
Triggers the automation when a new order is created
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Order folder is changed in Order Desk
Triggers the automation when an order is moved to a different folder
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Search order in Order Desk
Search a specific order by Email
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Create order in Order Desk
Creates a new order
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Add note to order in Order Desk
Adds a note to the order
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Set the checkout data or metadata of an order in Order Desk
Sets the checkout data or metadata for an order
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Add shipment to order in Order Desk
Adds shipment details to an existing order
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Change order folder in Order Desk
Move order to a different folder
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Change order tag in Order Desk
Updates the order tag
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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 purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create project in Xero
Creates a new project
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Create item code in Xero
Generates new unique item code
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Create task in Xero
Creates a new task
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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 Order Desk + Xero?

Streamline your order management and accounting workflows by automating repetitive data entry and record synchronization.

What you can automate?
๐Ÿงพ
Create sales invoices from new orders automatically
Generate a Xero sales invoice the moment a new order is created in Order Desk. Eliminate manual transcription and keep your revenue records up to date.
๐Ÿ“‹
Capture complete checkout data and metadata
Map all available Order Desk checkout fields and order metadata into your Xero invoices and contacts. Ensure no critical order detail gets left behind.
๐Ÿ””
Alert your finance team instantly on Slack
Notify your accounting channel in Slack whenever a new invoice is generated or payment is recorded, keeping your entire finance team informed in real time.
๐Ÿ”€
Route orders based on tags and folders
Apply conditional logic to handle different order types, folders, and tags differently across your Order Desk and Xero workflows.
๐Ÿ”„
Keep destination records updated as orders change
Automatically update sales invoices, contact details, and order folders whenever order statuses or metadata change in either application.
๐Ÿ”
Search and update contacts without duplicates
Check for existing contacts in Xero before creating new ones, preventing duplicate entries and maintaining a clean customer database.
๐Ÿ’ณ
Handle refunds and credit notes automatically
Issue Xero credit notes and update Order Desk order folders or tags the moment a refund or cancellation is processed.
๐Ÿ’ฌ
Extend workflows with Slack team notifications
Combine Order Desk and Xero with Slack to broadcast payment completions, fulfillment updates, and invoice milestones directly to your team channels.
And much more...

Who is Order Desk + Xero integration for?

Operations managers, accountants, and e-commerce business owners use Order Desk and Xero integration to eliminate manual data entry and keep financial records perfectly aligned.

Finance directors and accountants
Finance directors and accountants
E-commerce operations managers
E-commerce operations managers
Agency owners and client leads
Agency owners and client leads
Fulfillment leads
Fulfillment leads
Bookkeepers
Bookkeepers
Customer success teams
Customer success teams
๐Ÿ“ˆ
Finance directors and accountants
You rely on accurate sales data for financial reporting, but manual invoice creation leaves your general ledger hours behind real-time sales โ€” with this integration, every new order creates an instant sales invoice and your financial reports stay current.
โšก
E-commerce operations managers
You need to track order fulfillment and customer payments simultaneously, but siloed platforms force your team to jump between tabs to verify transactions โ€” with this integration, order creation and payment recording happen concurrently across both systems.
๐Ÿค
Agency owners and client leads
You manage multiple client orders and billing workflows, but manual handoffs cause missed invoices and delayed record-keeping โ€” with this integration, every order triggers automated invoicing and client data sync without manual intervention.
๐Ÿ“ฆ
Fulfillment leads
You process high volumes of daily orders, but manual order entry creates bottlenecks and fulfillment delays for your packing team โ€” with this integration, high-volume order flows automatically populate your order management and accounting tools.
๐Ÿ’ผ
Bookkeepers
You own the reconciliation process, but missing order details and delayed contact updates leave gaps in your monthly closing โ€” with this integration, customer contacts and sales data flow seamlessly into your books the moment an order arrives.
๐Ÿ“‹
Customer success teams
You depend on up-to-date customer and order histories, but fragmented records make it difficult to verify payment and order statuses quickly โ€” with this integration, comprehensive order and invoice data remain fully synchronized across your workspace.
Our team

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Why choose Integrately to automate Order Desk + Xero

Build and manage your Order Desk + 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 Order Desk + 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.
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Frequently Asked Questions

How do I connect Order Desk to Xero?
Frequently Asked Questions
You can connect Order Desk to Xero in just 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to integrate Order Desk, Xero, Shopify, WooCommerce, and 1,500+ other apps.
What is the best way to sync Order Desk orders with Xero invoices?
Frequently Asked Questions
Can I connect Order Desk, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Order Desk and Xero?
Frequently Asked Questions
How do I handle order folder changes between Order Desk and Xero?
Frequently Asked Questions
Can Xero contact updates trigger actions in Order Desk?
Frequently Asked Questions
How can I automate my accounting workflow without coding?
Frequently Asked Questions
Is the Order Desk and Xero integration free?
Frequently Asked Questions
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