Paymo + Xero Integration

Integrate Paymo to Xero in one click, or tell Integrately AI how you want each invoice handled. Generate invoices, update contact details, track billable hours, and sync your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Paymo
    Client is created in Paymo Instant
  • Paymo
    Client is updated in Paymo Instant
  • Paymo
    Task is created in Paymo Instant
  • Paymo
    Task is updated in Paymo Instant
  • Paymo
    Time entry is created in Paymo Instant
  • Paymo
    Time entry is updated in Paymo Instant
  • Paymo
    Report is created in Paymo Instant
  • Paymo
    Report is updated in Paymo Instant
  • Paymo
    Timer is started in Paymo Instant
  • Paymo
    Timer is stopped in Paymo Instant
  • Paymo
    Task list is created in Paymo Instant
  • Paymo
    Task list is updated in Paymo Instant
  • Paymo
    Project is created in Paymo Instant
  • Paymo
    Project is updated in Paymo Instant
  • Paymo
    Invoice is created in Paymo Instant
  • Paymo
    Invoice is updated in Paymo 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
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2.
  • Paymo
    Create task in Paymo
  • Paymo
    Update task in Paymo
  • Paymo
    Search task in Paymo
  • Paymo
    Create time entry in Paymo
  • Paymo
    Create client in Paymo
  • Paymo
    Create project in Paymo
  • Paymo
    Create expense in Paymo
  • Paymo
    Create task list in Paymo
  • Paymo
    Create Invoice in Paymo
  • 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
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items 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 Paymo + Xero Integration

Create sales invoices, update contacts, sync bills, track payments, and reconcile accounts, all in just one click.

Most popular automationmost-popular-automations
Xero + Paymo Integration

Create Paymo task for new Xero contact

Xero and Paymo are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Paymo? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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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 Paymo + Xero flow

Connect customer data, team alerts, and document storage to your core finance and project tracking workflow. Pick a combination and activate it in one click.

Paymo
Xero
+
TrelloTrello (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
AsanaAsana (3)
P
T
X
Create a Trello card for every new Paymo task, and create a task in Xero.
New Paymo tasks instantly generate a matching Trello card and a Xero task, keeping your project board and accounting aligned.
P
X
T
When a Paymo invoice is created, create a sales invoice in Xero and update the matching Trello card.
Every new Paymo invoice triggers a Xero sales invoice and updates your Trello board automatically.
P
X
T
When a Paymo project is updated, update the corresponding Xero project and move the Trello card.
Project updates in Paymo instantly adjust your Xero project and move your Trello workflow forward.
P
C
T
X
Use ChatGPT to summarise every new Paymo task, create a Trello card, and create a task in Xero.
AI summarises new Paymo tasks, populates a Trello card, and logs the task in Xero instantly.

Supported triggers and actions for Paymo and Xero

Mix and match to build the exact automation you need

Paymo
Paymo Triggers & Actions
Instant
Client is created in Paymo
Triggers the automation when a new client is created
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Instant
Client is updated in Paymo
Triggers the automation when a client's information is updated
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Instant
Task is created in Paymo
Triggers the automation when a new task is created
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Instant
Task is updated in Paymo
Triggers the automation when any task is updated
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Instant
Time entry is created in Paymo
Triggers the automation when a new time entry is created
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Instant
Time entry is updated in Paymo
Triggers the automation when a time entry is updated
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Instant
Report is created in Paymo
Triggers the automation when a report is created
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Instant
Report is updated in Paymo
Triggers the automation when a report is updated
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Instant
Timer is started in Paymo
Triggers the automation when a timer is started
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Instant
Timer is stopped in Paymo
Triggers the automation when the timer is stopped
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Instant
Task list is created in Paymo
Triggers the automation when a new task list is created
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Instant
Task list is updated in Paymo
Triggers the automation when a task list is updated
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Instant
Project is created in Paymo
Triggers the automation when a new project is created
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Instant
Project is updated in Paymo
Triggers the automation when a project is updated
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Instant
Invoice is created in Paymo
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Paymo
Triggers the automation when an invoice is updated
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Create task in Paymo
Creates a new task
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Update task in Paymo
Updates the task with new information or changes
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Search task in Paymo
Searches for a task
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Create time entry in Paymo
Creates a new time entry without manual input
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Create client in Paymo
Generates a new client profile
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Create project in Paymo
Creates a new project
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Create expense in Paymo
Generates a new expense record
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Create task list in Paymo
Creates a new task list
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Create Invoice in Paymo
Generates invoices for sales transactions
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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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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 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 Paymo + Xero?

Streamline your financial accounting and project tracking by connecting every core action between Paymo and Xero.

What you can automate?
๐Ÿงพ
Generate Xero invoices from Paymo
Automatically create a sales invoice in Xero whenever a new invoice is generated in Paymo. Eliminate duplicate billing entries and keep your revenue records up to date.
๐Ÿ‘ฅ
Sync client profiles instantly
Capture new clients created in Paymo and create matching contacts in Xero without manual copying. Ensure your client directory remains identical across both platforms.
๐Ÿ””
Alert your team on updates
Send instant notifications to your finance or project management channels whenever invoices or projects are updated. Keep every stakeholder informed in real time.
๐Ÿ”€
Route workflows by project type
Execute different accounting actions based on specific project fields or client tiers submitted in Paymo. Direct standard invoices and priority bills to the correct ledger accounts.
๐Ÿ”„
Keep project records current
Update project statuses, task lists, and deliverables in Xero whenever modifications occur in Paymo. Maintain total alignment between operational tracking and financial accounting.
๐Ÿ”
Prevent duplicate records
Search existing contacts and invoices before creating new entries in Xero. Avoid cluttering your accounting software with duplicate customer profiles.
๐Ÿ’ณ
Automate payment reconciliation
Record payments and update invoice statuses across Paymo and Xero the moment transactions settle. Keep your cash flow tracking accurate and transparent.
๐Ÿ“Š
Extend workflows to Slack
Trigger automated alerts in Slack channels whenever Paymo billing data syncs to Xero. Connect your accounting updates directly to team communication.
And much more...

Who is Paymo + Xero integration for?

Financial controllers, project managers, and business owners use Paymo and Xero integration to keep financial records and time tracking perfectly synchronized without manual spreadsheet updates.

Financial Controllers
Financial Controllers
Project Managers
Project Managers
Client Account Managers
Client Account Managers
Billing Specialists
Billing Specialists
Operations Teams
Operations Teams
Freelance Consultants
Freelance Consultants
๐Ÿ“ˆ
Financial Controllers
You review financial reports and rely on accurate revenue data, but manual invoice logging leaves your ledger outdated and incomplete โ€” with this integration, every new invoice lands in your books instantly and your figures stay current.
โšก
Project Managers
You need to track billable hours and project costs in real time, but delayed data entry causes budget discrepancies โ€” connecting these apps means every time entry and project update flows straight into your accounting software without delay.
๐Ÿค
Client Account Managers
You answer to clients asking for billing clarifications and project statuses, but mismatched records create confusion โ€” automating both apps means your invoices and client contacts match across platforms on the first pass.
๐Ÿ“ฆ
Billing Specialists
You handle high volumes of invoices and client profiles every week, but manual data entry causes recurring errors โ€” this integration means every client and invoice is created across both systems automatically with zero human intervention.
โš™๏ธ
Operations Teams
You depend on upstream project setups to trigger billing and resource allocation, but handoffs stall progress โ€” connecting these apps means project creation in Paymo immediately initiates accounting workflows in Xero.
๐Ÿ“‘
Freelance Consultants
You need a reliable audit trail of your billable time and expenses, but manual tracking leaves gaps in your records โ€” with this integration, every time entry and expense is logged accurately in your financial books.
Our team

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Paymo + Xero

Build and manage your Paymo + 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 Paymo + 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Paymo to Xero?
Frequently Asked Questions
You can connect Paymo to Xero in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, Trello, and Google Drive.
Can I automatically create Xero sales invoices when a new invoice is generated in Paymo?
Frequently Asked Questions
Can I connect Paymo, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Paymo and Xero?
Frequently Asked Questions
How does client syncing work between Paymo and Xero?
Frequently Asked Questions
Can I sync project updates from Paymo to Xero?
Frequently Asked Questions
Do I need coding skills to automate Paymo and Xero?
Frequently Asked Questions
Is the Paymo and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Paymo or Xero With 1500+ Other Apps

Paymo
Popular Paymo Integrations
Connect Paymo to project management, time tracking, and communication tools to streamline team collaboration.
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Xero
Popular Xero Integrations
Sync Xero with invoicing, payment processing, and reporting tools to keep your business finances organized.
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