Square + Xero Integration

Integrate Square to Xero in one click, or tell Integrately AI how you want each order handled. Create sales invoices, record customer details, sync payments, and update your financial records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • 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.
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square
  • 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 Square + Xero Integration

Create invoices, record payments, update customer contacts, log transactions, and sync records, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Square + Xero flow

Connect your core accounting and commerce data to marketing, messaging, and reporting tools. Pick a combination and activate it in one click.

Square
Xero
+
ShopifyShopify (3)
+
StripeStripe (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
MailchimpMailchimp (2)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
S
S
X
Create a customer in Square and generate a sales invoice in Xero when an order is placed in Shopify
Shopify orders instantly create corresponding Square customers and Xero sales invoices without manual data entry.
S
S
X
When a payment is successful in Square, update fulfillment in Shopify and record a payment in Xero
Successful Square payments trigger fulfillment updates in Shopify and log payments in Xero automatically.
S
C
S
X
Use Claude to parse Shopify order notes, create a customer in Square, and generate a Xero invoice
Claude analyzes Shopify order notes to structure customer data for Square and Xero billing.

Supported triggers and actions for Square and Xero

Mix and match to build the exact automation you need

Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
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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 Square + Xero?

Streamline your commerce and accounting operations by connecting every transaction, customer, and invoice automatically.

What you can automate?
๐Ÿงพ
Turn every Square order into a Xero invoice
Automatically generate a sales invoice in Xero the moment an order is created in Square. Eliminate manual data entry and keep your accounting ledger completely up to date.
๐Ÿ“‹
Capture complete customer and order details
Map all available order items, customer names, and transaction IDs directly into your accounting records instead of relying on basic summaries.
๐Ÿ””
Alert your team on payment events
Notify your finance or accounting channel immediately whenever a payment is successful or failed in Square, ensuring rapid follow-up on transactions.
๐Ÿ”€
Route transactions based on order value
Apply conditional rules to handle high-value orders differently by creating priority contacts in Xero and tagging specific customer groups in Square.
๐Ÿ”„
Keep customer profiles synchronized
Automatically update existing customer contact details across both platforms whenever modifications occur in either app.
๐Ÿ”
Search and update instead of creating duplicates
Check for existing records before creating new contacts or invoices, ensuring your database remains clean and free of duplicate entries.
โš™๏ธ
Handle refunds and payment failures
Automatically trigger credit notes or bills in Xero when a payment fails or gets refunded in Square, protecting your financial accuracy.
๐Ÿ“Š
Extend your workflow to spreadsheets
Log every transaction detail into Google Sheets alongside your Xero sales invoices for secondary reporting and audit tracking.
And much more...

Who is Square + Xero integration for?

Business owners, accountants, and finance managers spend hours manually reconciling sales and books; automating both apps means financial records update instantly.

Finance and accounting teams
Finance and accounting teams
Sales managers
Sales managers
Agency account directors
Agency account directors
Retail store owners
Retail store owners
Bookkeepers
Bookkeepers
Operations directors
Operations directors
๐Ÿ“ˆ
Finance and accounting teams
You're reviewing revenue reports but your ledger only updates when someone manually exports orders, so the figures you're reconciling against are always a few hours behind โ€” with this integration, every new order populates your ledger instantly and your financial data stays current.
โšก
Sales managers
You're tracking daily transactions in your point of sale but customer invoicing lags behind, leaving your team blind to outstanding balances โ€” connecting these apps means every transaction generates an invoice immediately so your pipeline visibility is never delayed.
๐Ÿ“‹
Agency account directors
You're managing client retainers across separate commerce and accounting platforms, but manual data entry causes mismatched billing records that frustrate stakeholders โ€” automating both apps means every payment logs accurately in your books without clerical errors.
๐Ÿช
Retail store owners
You're processing high volumes of daily point-of-sale orders while trying to keep accounting records updated by hand, resulting in exhausting end-of-day reconciliation backlogs โ€” this integration means every sale creates its corresponding ledger entry automatically.
๐Ÿค
Bookkeepers
You're waiting for staff to hand over point-of-sale exports before you can begin reconciling customer accounts, slowing down month-end closing cycles โ€” automating both apps means customer records and invoices flow directly into your books as sales occur.
๐Ÿ”
Operations directors
You're auditing financial histories and constantly finding gaps between your POS system and accounting software due to skipped manual entries โ€” with this integration, every transaction and customer record syncs reliably without missing a beat.
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 Square + Xero

Build and manage your Square + 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 Square + 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 Square to Xero?
Frequently Asked Questions
You can connect Square to Xero in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your commerce and accounting tools along with Shopify, Stripe, and QuickBooks Online.
How do I automatically create Xero invoices from Square orders?
Frequently Asked Questions
Can I connect Square, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Square and Xero?
Frequently Asked Questions
Can I automatically create customers in Square when orders are processed?
Frequently Asked Questions
How are Xero contacts updated with Square transaction data?
Frequently Asked Questions
Do I need coding skills to automate Square and Xero?
Frequently Asked Questions
Is the Square and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Square or Xero With 1500+ Other Apps

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Xero
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Sync Xero with expense trackers, banking tools, and reporting software to keep financial workflows operating smoothly.
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