Smartsheet + Xero Integration

Q: Can I automatically create Xero invoices from new Smartsheet rows?

You can generate sales invoices in Xero automatically the moment a new row is added in Smartsheet. Start with a ready automation template or use Integrately AI to customize field mappings for your exact billing workflow.

Q: Can I connect Smartsheet, Xero, and Slack?

You can connect Smartsheet, Xero, and Slack together in a single multi-step workflow. When a row is added in Smartsheet and an invoice is created in Xero, your finance channel receives instant notifications, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Smartsheet and Xero?

Integrately is a top-rated alternative for connecting Smartsheet and Xero with 20 million+ ready templates, 24/5 live chat support, and a lower cost structure.

Q: How does Smartsheet data trigger Xero accounting records?

Smartsheet row additions or updates serve as triggers that automatically push project information into Xero. You can use ready automation flows to turn sheet rows into sales invoices without manual copy-pasting.

Q: How do Xero updates reflect in Smartsheet?

Xero events like sales invoice creation or payment updates can instantly update your Smartsheet tracking table. There is a ready automation template available for syncing accounting data back into your project sheets.

Q: Do I need coding skills to automate Smartsheet and Xero?

You do not need any coding skills to connect Smartsheet and Xero. You can launch pre-built templates in 1 click or use Integrately AI to build custom multi-step automations.

Q: Is the Smartsheet and Xero integration free?

You can start your Smartsheet and Xero integration on the free plan with access to ready automation templates and live support.

Integrate Smartsheet to Xero in one click, or tell Integrately AI how you want each row handled. Create sales invoices, update contacts, log payments, and track accounting data automatically.

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Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Add attachment to row in Smartsheet
Search row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet
Search item by name in Xero
Get online invoice URL in Xero
Update invoice items in Xero
Create item code in Xero
Add attachment to purchase order in Xero
Add attachment to contact in Xero
Create task in Xero
Create project in Xero
Add attachment to invoice in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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Ready Workflows for Smartsheet + Xero Integration

Create invoices, track bills, update contacts, manage project finances, and keep your accounting records current, all in just one click.

Create Xero sales invoice from new row Smartsheet

Smartsheet + Xero Integration

Activate

Create Smartsheet row for new Xero account

Xero + Smartsheet Integration

Activate

Create Smartsheet row for new Xero sales invoice

Xero + Smartsheet Integration

Activate

Create Smartsheet row for new Xero payment

Xero + Smartsheet Integration

Activate

Create Smartsheet row for new Xero bill

Xero + Smartsheet Integration

Activate

Create Smartsheet row for new Xero transaction

Xero + Smartsheet Integration

Activate

Create Smartsheet row for new Xero contact

When a new contact is created in your Xero, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Activate

When Row is added in Smartsheet > Check any condition > Create quote in Xero

Smartsheet + Xero Integration

Activate

When Row is added in Smartsheet > Check any condition > Create sales invoice in Xero

Smartsheet + Xero Integration

Activate

When Row is added in Smartsheet > Check any condition > Create purchase order in Xero

Smartsheet + Xero Integration

Activate

1of2

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Xero flow

Push financial data to CRMs, alert your team on messaging apps, and keep project plans aligned across your stack. Pick a combination and activate it in one click.

Asana (6)

Slack (6)

Stripe (5)

Google Drive (5)

Gmail (5)

HubSpot (5)

Add every new Smartsheet row as a Xero sales invoice, and create a tracking task in Asana

New Smartsheet rows immediately generate a sales invoice in Xero and open a task in Asana, eliminating manual double-entry.

When a sales invoice is created in Xero, update the matching Smartsheet row and create an Asana task

Xero sales invoice updates flow directly into Smartsheet and generate a corresponding task in Asana for your operations team.

If a Smartsheet row update indicates high value, create a Xero invoice and set a priority Asana task

High-value Smartsheet updates trigger priority invoicing in Xero and flag urgent review tasks in Asana.

Use Claude to extract billing items from Smartsheet notes, create a Xero invoice, and assign an Asana task

Claude parses Smartsheet notes to build a clean Xero invoice, while Asana opens the execution task.

When a Xero payment is recorded, update the Smartsheet status row and close the Asana task

Recorded payments in Xero automatically update your Smartsheet project tracker and complete the Asana task.

Turn every new Xero contact into a Smartsheet row and set up onboarding workflows in Asana

New Xero contacts instantly populate your Smartsheet directory and trigger onboarding tasks in Asana.

Add every new Smartsheet row as a Xero invoice, and notify your finance channel in Slack

New Smartsheet rows instantly generate Xero invoices while alerting your finance channel on Slack.

When a Xero sales invoice is created, update the Smartsheet tracker and alert the sales channel in Slack

Sales invoice creation updates your Smartsheet project tracker and notifies your team in Slack.

If a Xero bill is created, log it as a Smartsheet row and notify the accounting channel in Slack

New Xero bills are logged automatically in Smartsheet and announced in your Slack accounting channel.

Use ChatGPT to summarise new Smartsheet financial entries, create a Xero invoice, and alert Slack

ChatGPT formats raw Smartsheet entries into clean Xero invoices while notifying your team in Slack.

When a Xero payment fails, update the Smartsheet record and alert the support channel in Slack

Failed payments in Xero instantly update your Smartsheet tracker and notify the support channel in Slack.

When a Smartsheet comment is added, create a Xero contact update and notify your team in Slack

Smartsheet comments trigger Xero contact updates and broadcast team notifications in Slack.

When a Stripe payment succeeds, create a Xero sales invoice and add a row in Smartsheet

Successful Stripe payments generate Xero invoices and update your Smartsheet financial tracker.

Add every new Smartsheet row as a Xero invoice after verifying the customer payment in Stripe

Smartsheet rows trigger invoice creation in Xero once Stripe payment verification completes.

When a Xero sales invoice is created, verify payment details in Stripe and update Smartsheet

New Xero invoices prompt a Stripe payment check and update your Smartsheet tracking table.

Use Claude to reconcile Stripe payment discrepancies with Xero invoices and log results in Smartsheet

Claude matches Stripe transactions against Xero invoices and logs reconciliation notes in Smartsheet.

When a Stripe refund occurs, create a Xero credit note and update the Smartsheet accounting row

Stripe refunds automatically generate Xero credit notes and update your Smartsheet records.

When a Smartsheet attachment is added, upload the file to Google Drive and create a Xero bill

Smartsheet attachments are safely archived in Google Drive while generating a bill in Xero.

When a Xero purchase order receives an attachment, save it to Google Drive and log a Smartsheet row

Xero purchase order attachments sync to Google Drive and update your Smartsheet audit log.

If a Smartsheet row includes a document link, back up the file in Google Drive and update Xero

Smartsheet document links trigger secure Google Drive backups and update Xero records.

Use Gemini to read financial receipts in Google Drive, create Xero bills, and update Smartsheet rows

Gemini extracts receipt data from Google Drive files to create Xero bills and update Smartsheet trackers.

When a Xero sales invoice is created, save the PDF to Google Drive and log a Smartsheet row

Generated Xero invoices are archived in Google Drive and logged in your Smartsheet dashboard.

Add every new Smartsheet row as a Xero invoice, and send a confirmation email via Gmail

New Smartsheet rows generate Xero invoices while sending customer confirmation emails via Gmail.

When a Xero sales invoice is created, update Smartsheet and email the client using Gmail

Xero sales invoice generation updates Smartsheet trackers and delivers client emails via Gmail.

If a Xero payment is overdue, log it in Smartsheet and send a reminder email via Gmail

Overdue Xero payments update your Smartsheet tracking table and trigger automated Gmail reminders.

Use Claude to draft polite payment follow-up emails for overdue Xero invoices and log them in Smartsheet

Claude drafts personalized payment reminders for Xero invoices while logging actions in Smartsheet.

When a Smartsheet comment is added, update Xero contact details and send an email update via Gmail

Smartsheet comments trigger Xero contact updates and notify stakeholders via Gmail.

When a HubSpot deal is won, create a Smartsheet tracking row and generate a Xero sales invoice

Won HubSpot deals automatically create project rows in Smartsheet and generate invoices in Xero.

Add every new Smartsheet row as a Xero invoice, and update the associated deal in HubSpot

New Smartsheet rows generate Xero invoices while updating corresponding deal records in HubSpot.

When a Xero sales invoice is created, update the Smartsheet tracker and sync deal data in HubSpot

Xero invoice generation updates your Smartsheet tracker and synchronizes deal stages in HubSpot.

Use ChatGPT to analyze HubSpot customer feedback, log notes in Smartsheet, and update Xero contacts

ChatGPT processes HubSpot customer feedback to update Smartsheet records and Xero contact notes.

When a Xero contact is created, add a corresponding row in Smartsheet and update HubSpot records

New Xero contacts automatically populate your Smartsheet directory and update HubSpot profiles.

Supported triggers and actions for Smartsheet and Xero

Mix and match to build the exact automation you need

Smartsheet Triggers & Actions

Row is added in Smartsheet

Triggers the automation when a new row is added to a spreadsheet

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Row is updated in Smartsheet

Triggers the automation when a row is updated

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Attachment is added in Smartsheet

Triggers the automation when a new attachment is added

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Comment is added in Smartsheet

Triggers the automation when a comment is added

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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 Smartsheet + Xero?

Streamline your financial workflows and project tracking by connecting your spreadsheets directly to your accounting software.

Get Started For Free

🔄

Sync Smartsheet rows to Xero invoices

Automatically turn every new row added in Smartsheet into a formal sales invoice in Xero without manual copy-pasting.

📋

Capture every submitted field and detail

Map all available line items, descriptions, and quantities from your Smartsheet row directly into separate Xero invoice fields.

🔔

Notify your team the moment it happens

Alert your finance channel or account managers on Slack or via email whenever a new Xero invoice is generated from a Smartsheet row.

🔀

Route workflows based on submitted values

Apply conditional logic to create standard invoices or priority billing records depending on the tier specified in your Smartsheet row.

🔄

Keep accounting records up to date

Automatically update existing Smartsheet rows whenever a Xero sales invoice status changes or a payment is received.

🔍

Search and update instead of creating duplicates

Lookup existing contacts and records in Xero before adding new data, preventing duplicate entries in your accounting software.

💳

Handle payment and refund status changes

Trigger automated follow-up workflows in Smartsheet when a Xero payment fails, succeeds, or gets refunded.

🌐

Extend your workflow to team apps

Connect your Smartsheet and Xero flow to Asana, Slack, or Google Drive to keep project tasks and document storage synchronized.

And much more...

Who is Smartsheet + Xero integration for?

Connecting Smartsheet and Xero eliminates manual data entry for financial controllers, project managers, and operations teams managing client billing.

Financial controllers

Project managers

Client account managers

Operations leads

Sales executives

Finance administrators

📈

Financial controllers

You review financial reports and reconcile accounts every month, but your tracking spreadsheets only update when someone manually exports records, so your revenue numbers are always a few hours behind — with this integration, every new invoice lands in your sheet instantly and your accounting data stays current.

⚡

Project managers

You oversee project deliverables and track team progress in Smartsheet, but you find out about unpaid client bills too late because financial data lives in a separate tool — connecting these apps means every billing update reflects in your project sheet immediately and you can act fast on overdue accounts.

🤝

Client account managers

You answer to external clients who want transparent updates on project milestones and billing status, but compiling reports by hand leads to communication delays — automating both apps means your sheet records match your Xero invoices in real time and client check-ins run smoothly.

📊

Operations leads

You handle high transaction volumes across multiple client accounts, and keeping your project tracker aligned with your accounting system by hand creates constant bottlenecks — this integration means every transaction processes automatically and your team never falls behind.

💼

Sales executives

You close deals and depend on accounting and operations teams to transition clients into billing and delivery without missing a beat — with this integration, every won deal or added row triggers invoice creation instantly so the handoff is seamless.

🗂️

Finance administrators

You need a reliable, complete audit history of every bill, payment, and project row, but manual copying frequently leaves gaps in your records — connecting these apps means every entry is logged accurately and you never have to search for missing data.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate Smartsheet + Xero

Build and manage your Smartsheet + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Smartsheet + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

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.

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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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How to better manage accounts & finances with the top 12 Xero Automations

Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.

Frequently Asked Questions

How do I connect Smartsheet to Xero?

You can connect Smartsheet to Xero instantly using ready-made templates or by asking Integrately AI to set up your workflow. With 1-click automation, your project sheets and accounting system link seamlessly alongside apps like Slack, Asana, and Google Drive.

Can I automatically create Xero invoices from new Smartsheet rows?

Can I connect Smartsheet, Xero, and Slack?

What is a good Zapier alternative for Smartsheet and Xero?

How does Smartsheet data trigger Xero accounting records?

How do Xero updates reflect in Smartsheet?

Do I need coding skills to automate Smartsheet and Xero?

Is the Smartsheet and Xero integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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Smartsheet + Xero Integration

Integrate Smartsheet to Xero in one click, or tell Integrately AI how you want each row handled. Create sales invoices, update contacts, log payments, and track accounting data automatically.

Trusted by experts at...

Ready Workflows for Smartsheet + Xero Integration

Create invoices, track bills, update contacts, manage project finances, and keep your accounting records current, all in just one click.

Create Xero sales invoice from new row Smartsheet

Create Smartsheet row for new Xero account

Create Smartsheet row for new Xero sales invoice

Create Smartsheet row for new Xero payment

Create Smartsheet row for new Xero bill

Create Smartsheet row for new Xero transaction

Create Smartsheet row for new Xero contact

When Row is added in Smartsheet > Check any condition > Create quote in Xero

When Row is added in Smartsheet > Check any condition > Create sales invoice in Xero

When Row is added in Smartsheet > Check any condition > Create purchase order in Xero

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Xero flow

Push financial data to CRMs, alert your team on messaging apps, and keep project plans aligned across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Smartsheet and Xero

Mix and match to build the exact automation you need

What can you automate with Smartsheet + Xero?

Streamline your financial workflows and project tracking by connecting your spreadsheets directly to your accounting software.

Who is Smartsheet + Xero integration for?

Connecting Smartsheet and Xero eliminates manual data entry for financial controllers, project managers, and operations teams managing client billing.

Did you know?

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

Why choose Integrately to automate Smartsheet + Xero

Build and manage your Smartsheet + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Smartsheet + Xero Integration

Integrate Smartsheet to Xero in one click, or tell Integrately AI how you want each row handled. Create sales invoices, update contacts, log payments, and track accounting data automatically.

Trusted by experts at...

Ready Workflows for Smartsheet + Xero Integration

Create invoices, track bills, update contacts, manage project finances, and keep your accounting records current, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Xero flow

Push financial data to CRMs, alert your team on messaging apps, and keep project plans aligned across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Smartsheet and Xero

Mix and match to build the exact automation you need

What can you automate with Smartsheet + Xero?

Streamline your financial workflows and project tracking by connecting your spreadsheets directly to your accounting software.

Who is Smartsheet + Xero integration for?

Connecting Smartsheet and Xero eliminates manual data entry for financial controllers, project managers, and operations teams managing client billing.

Did you know?

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

Why choose Integrately to automate Smartsheet + Xero

Build and manage your Smartsheet + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click