Raisely + Xero Integration

Integrate Raisely to Xero in one click, or tell Integrately AI how you want each donation handled. Record every transaction, update your accounts, reconcile payments, and sync financial records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely 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.
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice 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 Raisely + Xero Integration

Create sales invoices, record payments, update customer contacts, and sync accounting entries, all in just one click.

Most popular automationsmost-popular-automations
Xero + Raisely Integration

Create Raisely person for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Raisely 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 person will automatically be created in Raisely.

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

Create Xero task for new Raisely person

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

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!
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 Raisely + Xero flow

Capture donor information, update financial records, notify your finance team, and trigger automated follow-up communications. Pick a combination and activate it in one click.

Raisely
Xero
+
MailchimpMailchimp (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
R
X
M
Create a Xero contact for every new Raisely person, and add them as a subscriber in Mailchimp
New Raisely supporters appear in Xero as contacts and join your Mailchimp audience instantly without manual exporting.
R
X
M
When a donation is created in Raisely, create a sales invoice in Xero and update the subscriber in Mailchimp
Every Raisely donation generates a Xero sales invoice while updating donor tags in Mailchimp automatically.
R
X
M
When a Raisely subscription succeeds, update the Xero contact and add a subscriber tag in Mailchimp
Successful recurring donations in Raisely update your Xero contact records and tag active donors in Mailchimp.
R
X
M
Use Claude to categorise Raisely donor feedback, create a Xero contact, and add a segmented subscriber in Mailchimp
Claude analyses Raisely donor comments to create tailored Xero contact details and segmented Mailchimp subscribers.

Supported triggers and actions for Raisely and Xero

Mix and match to build the exact automation you need

Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a 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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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 invoice in Xero
Attach files to generated invoices for easy reference
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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
Try it โ†’

What can you automate with Raisely + Xero?

Streamline your fundraising accounting by connecting Raisely triggers directly to Xero financial operations.

What you can automate?
๐Ÿงพ
Create sales invoices from donations
Automatically generate a Xero sales invoice the moment a new donation is created in Raisely, eliminating manual bookkeeping.
๐Ÿ“‹
Capture complete donor information
Map all submitted Raisely form fields directly into Xero contact profiles so your accounting records remain thorough and accurate.
๐Ÿ””
Notify your team instantly
Send real-time alerts to your finance or campaign team whenever a new subscription or high-value donation is registered.
๐Ÿ”€
Route records based on custom fields
Trigger different accounting actions in Xero depending on the specific campaign or contribution tier selected in Raisely.
๐Ÿ”„
Keep financial records updated
Synchronize ongoing subscription updates and profile modifications between Raisely and Xero without manual intervention.
๐Ÿ”
Prevent duplicate entries
Search existing Xero contacts before creating new records to ensure clean databases and avoid duplicate invoicing.
๐Ÿ’ณ
Handle refunds and cancellations
Automatically create credit notes in Xero or update contact statuses whenever a Raisely donation is refunded or a subscription is cancelled.
๐Ÿ”—
Extend your workflow to other apps
Connect your core Raisely and Xero flow with tools like Slack or Google Sheets to keep your entire organization aligned.
And much more...

Who is Raisely + Xero integration for?

Connecting Raisely and Xero helps non-profits, finance teams, and campaign managers streamline fundraising accounting, eliminate manual entry, and keep books accurate.

Finance directors
Finance directors
Campaign managers
Campaign managers
Accountants
Accountants
Non-profit administrators
Non-profit administrators
Development officers
Development officers
Compliance auditors
Compliance auditors
๐Ÿ“ˆ
Finance directors
You're tracking daily fundraising income from Raisely, but manual journal entries fall behind so your financial statements are always out of date โ€” automating both apps means every donation flows straight into your books and your ledger stays current.
โšก
Campaign managers
You're launching active fundraising campaigns on Raisely, but your accounting team finds out about incoming revenue too late to reconcile payouts โ€” with this integration, every new transaction updates your accounts instantly and your team stays informed.
๐Ÿ’ผ
Accountants
You're reconciling non-profit accounts, but missing donor details cause discrepancies between fundraising records and bank balances โ€” this integration means every donation creates a matching record and your statements balance effortlessly.
๐Ÿ“Š
Non-profit administrators
You're processing high volumes of supporter contributions, but copy-pasting donor data into your ledger creates costly errors โ€” automating both apps means every submission updates your accounts without manual data entry.
๐Ÿค
Development officers
You're securing major donor contributions, but invoice creation lags behind pledges so finance cannot track incoming funds โ€” connecting these apps means every pledge generates a sales invoice instantly and your pipeline is visible.
๐Ÿ”
Compliance auditors
You're reviewing financial compliance, but missing transaction trails between fundraising platforms and accounting software cause compliance gaps โ€” automating both apps means every financial event is logged permanently and your audit trail remains intact.
Our team

Ready Workflows Did you know?

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 Raisely + Xero

Build and manage your Raisely + 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 Raisely + 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 Raisely to Xero?
Frequently Asked Questions
You can connect Raisely to Xero instantly using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow in 1-click alongside apps like Slack and Google Sheets.
Can I automatically create Xero sales invoices from Raisely donations?
Frequently Asked Questions
Can I connect Raisely, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Raisely and Xero?
Frequently Asked Questions
How does Raisely handle supporter data transfer to Xero?
Frequently Asked Questions
How are Xero accounts updated when a Raisely subscription changes?
Frequently Asked Questions
Do I need coding skills to automate Raisely and Xero?
Frequently Asked Questions
Is the Raisely and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Raisely or Xero With 1500+ Other Apps

Raisely
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Xero
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Sync Xero with project management, payment processing, and reporting tools to keep financial data working across your stack.
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