Resource Guru + Xero Integration

Integrate Resource Guru to Xero in one click, or tell Integrately AI how you want each booking handled. Track billable hours, generate sales invoices, update your accounting records, and alert your team automatically.

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1.
  • Resource Guru
    Booking is created or updated in Resource Guru Instant
  • Resource Guru
    Downtime event is created or updated in Resource Guru Instant
  • Resource Guru
    Client is created or updated in Resource Guru Instant
  • Resource Guru
    Project is created or updated in Resource Guru Instant
  • Resource Guru
    Resource is created or updated in Resource Guru 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.
  • Resource Guru
    Create booking in Resource Guru
  • Resource Guru
    Update booking in Resource Guru
  • Resource Guru
    Search booking in Resource Guru
  • Resource Guru
    Update downtime event in Resource Guru
  • Resource Guru
    Create new time off event in Resource Guru
  • Resource Guru
    Create client in Resource Guru
  • Resource Guru
    Search client in Resource Guru
  • Resource Guru
    Update project in Resource Guru
  • Resource Guru
    Create project in Resource Guru
  • Resource Guru
    Search project in Resource Guru
  • Resource Guru
    Search resource in Resource Guru
  • Resource Guru
    Create resource in Resource Guru
  • Resource Guru
    Update resource in Resource Guru
  • Resource Guru
    Update client in Resource Guru
  • Resource Guru
    Search downtime event in Resource Guru
  • 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
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice 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 Resource Guru + Xero Integration

Generate invoices from bookings, sync client details, update your accounts, and keep financials current, all in just one click.

Most popular automationsmost-popular-automations
Resource Guru + Xero Integration

Create Xero sales invoice for new Resource Guru timeoff event

If you're a professional who works on one-to-one basis and uses Resource Guru to manage your events, you may want to create an sales invoice in Xero when an timeoff event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an timeoff event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Resource Guru + Xero Integration

Create Xero task for new Resource Guru timeoff event

Creating task in Xero is a great way to keep track of task that need to be completed when an timeoff event is created in your Resource Guru account.

With the help of this integration, when an timeoff event is created, a task will be automatically created in Xero and will include the details of the timeoff event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new timeoff event. You can then simply assign the task to someone on your team and they can get started!
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Connect more apps to your Resource Guru + Xero flow

Sync scheduling data with project management tools, calendars, messaging apps, and spreadsheets to keep your entire operations stack aligned. Pick a combination and activate it in one click.

Resource Guru
Xero
+
Google CalendarGoogle Calendar (8)
+
AsanaAsana (8)
+
SlackSlack (8)
+
TogglToggl (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
R
X
G
Add every new Resource Guru booking to your Xero accounting records, and schedule a calendar event in Google Calendar
New Resource Guru bookings generate sales invoices in Xero instantly while creating corresponding events in Google Calendar.
X
R
G
Create a Google Calendar meeting for every Xero contact update, and schedule the resource allocation in Resource Guru
Updated Xero contacts trigger calendar meetings in Google Calendar and sync resource assignments in Resource Guru.
R
X
G
When a Resource Guru project updates, update the matching Xero invoice and adjust the Google Calendar schedule
Project changes in Resource Guru instantly modify Xero invoices and reschedule calendar events.
R
X
G
Schedule a Google Calendar reminder for every Resource Guru downtime event, and log the adjustment in Xero
Downtime events in Resource Guru block Google Calendar schedules and update financial records in Xero.
R
X
G
If a Resource Guru booking involves a VIP client, create a priority Xero invoice and schedule an executive review in Google Calendar
VIP bookings trigger priority invoicing in Xero and schedule executive calendar reviews.
X
R
G
When a Xero sales invoice is marked paid, update the Resource Guru project status and remove the calendar block in Google Calendar
Paid invoices in Xero update project schedules in Resource Guru and clear calendar reminders.
R
X
G
Use Claude to summarise every new Resource Guru booking brief, generate a Xero invoice, and schedule the briefing in Google Calendar
AI analysis turns Resource Guru briefs into structured Xero invoices and calendar entries.
R
X
G
A
When a Resource Guru resource is added, create a Xero contact, schedule onboarding in Google Calendar, and open a setup task in Asana
New resources trigger Xero contact creation, calendar onboarding sessions, and task tracking in Asana.

Supported triggers and actions for Resource Guru and Xero

Mix and match to build the exact automation you need

Resource Guru
Resource Guru Triggers & Actions
Instant
Booking is created or updated in Resource Guru
Triggers the automation when a booking is created or updated
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Instant
Downtime event is created or updated in Resource Guru
Triggers the automation when a downtime event is created or updated
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Instant
Client is created or updated in Resource Guru
Triggers the automation when either a client is created or updated
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Instant
Project is created or updated in Resource Guru
Triggers the automation when a project is created or updated
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Instant
Resource is created or updated in Resource Guru
Triggers the automation when a resource is created or updated
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Create booking in Resource Guru
Schedule and confirm a booking request
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Update booking in Resource Guru
Updates the booking details with the latest information
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Search booking in Resource Guru
Searches for a booking
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Update downtime event in Resource Guru
Updates downtime event
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Create new time off event in Resource Guru
Creates a new time off event
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Create client in Resource Guru
Generates a new client profile
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Search client in Resource Guru
Searches for a client
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Update project in Resource Guru
Updates project information
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Create project in Resource Guru
Creates a new project
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Search project in Resource Guru
Searches for a project
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Search resource in Resource Guru
Searches for a resource
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Create resource in Resource Guru
Generates a new resource
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Update resource in Resource Guru
Updates the particular resource with the latest information
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Update client in Resource Guru
Updates client information
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Search downtime event in Resource Guru
Searches for a downtime 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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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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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Resource Guru + Xero?

Streamline your scheduling and accounting workflows by connecting resource bookings directly to your financial books.

What you can automate?
๐Ÿงพ
Generate Xero invoices from bookings
Turn every Resource Guru booking creation into a structured Xero sales invoice automatically. Eliminate manual data entry and ensure billing happens on schedule.
๐Ÿ“‹
Capture every submitted booking field
Map all available Resource Guru custom fields and project details directly into Xero line items instead of generic descriptions. Your accounting records become far more detailed.
๐Ÿ””
Alert your team instantly on Slack
Notify your finance or operations channel in Slack the moment a Resource Guru booking generates a Xero invoice. Keep stakeholders informed without switching apps.
๐Ÿ”€
Route invoices based on booking type
Create standard sales invoices in Xero for regular bookings, or generate priority billing documents when enterprise tags are applied in Resource Guru.
๐Ÿ”„
Keep financial records up to date
When project details or client parameters change in Resource Guru, automatically update the matching sales invoice and contact details in Xero.
๐Ÿ”
Search and update existing contacts
Check if a client already exists in Xero before creating records. Update existing contact details or create new entries cleanly without generating duplicate records.
๐Ÿ’ณ
Handle payment and status changes
When a payment is recorded or an invoice is marked paid in Xero, automatically update the corresponding project status in Resource Guru.
๐Ÿš€
Extend flows to Google Sheets or Slack
Trigger multi-step automations that start with a Resource Guru booking, update Xero invoices, and log audit entries in Google Sheets or notify teams in Slack.
And much more...

Who is Resource Guru + Xero integration for?

Resource managers, finance teams, and project leads connect Resource Guru and Xero to keep schedules and invoicing perfectly aligned without manual data entry.

Finance Directors
Finance Directors
Project Managers
Project Managers
Client Account Leads
Client Account Leads
Operations Teams
Operations Teams
Resource Schedulers
Resource Schedulers
Finance Auditors
Finance Auditors
๐Ÿ“ˆ
Finance Directors
You're reviewing financial reports based on Resource Guru bookings but your accounting records in Xero only update when someone manually re-keys entries, so the revenue figures you're forecasting against are always lagging behind โ€” this integration means every scheduled booking generates an accurate Xero invoice instantly and your financial data stays current.
โšก
Project Managers
You need to act fast when project scopes change in Resource Guru, but billing updates in Xero happen days later, leaving finance out of the loop โ€” connecting these apps means every project update modifies your Xero sales invoice automatically and operational alignment happens without delay.
๐Ÿค
Client Account Leads
You answer to clients who request immediate billing confirmations whenever their resource allocations change, but manual invoicing delays your replies โ€” automating both apps means every booking update generates the correct Xero invoice and confirmation records instantly.
๐Ÿ“Š
Operations Teams
The volume of daily bookings in Resource Guru is too high for anyone to keep up with manual Xero invoice creation, leading to billing backlogs โ€” with this integration, every resource assignment flows straight into your accounting books without human bottlenecks.
๐Ÿ”„
Resource Schedulers
You manage team calendars in Resource Guru and depend on finance to pick up billing details downstream, causing frequent handoff gaps โ€” this integration means every scheduling change triggers the corresponding Xero invoice creation seamlessly.
๐Ÿ—‚๏ธ
Finance Auditors
You need a reliable history of billable resource allocations and keep finding gaps between Resource Guru schedules and Xero transactions โ€” automating both apps means every booking and invoice record matches up perfectly with no missing audit trails.
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 Resource Guru + Xero

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

How do I connect Resource Guru to Xero?
Frequently Asked Questions
You can connect Resource Guru to Xero using 1-click ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to link your scheduling data to accounting records alongside Slack, Google Sheets, or Asana.
Can I automatically create Xero invoices from Resource Guru bookings?
Frequently Asked Questions
Can I connect Resource Guru, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Resource Guru and Xero?
Frequently Asked Questions
How are booking updates in Resource Guru handled?
Frequently Asked Questions
Can Xero contact updates trigger Resource Guru actions?
Frequently Asked Questions
Do I need coding skills to automate Resource Guru and Xero?
Frequently Asked Questions
Is the Resource Guru and Xero integration free?
Frequently Asked Questions
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