TidyCal + Xero Integration

Integrate TidyCal to Xero in one click, or tell Integrately AI how you want each booking handled. Track appointments, create invoices, update contacts, and log transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • TidyCal
    Booking is created in TidyCal
  • TidyCal
    Booking is cancelled in TidyCal
  • TidyCal
    Contact is created in TidyCal
  • 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
Arrow Right
2.
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for TidyCal + Xero Integration

Create sales invoices, update contacts, track appointments, and log payments, all in just one click.

Most popular automationsmost-popular-automations
TidyCal + Xero Integration

Create Xero sales invoice for new TidyCal event

If you're a professional who works on one-to-one basis and uses TidyCal to manage your events, you may want to create an sales invoice in Xero when an 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 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.
See more
TidyCal + Xero Integration

Create Xero task for new TidyCal event

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

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

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

Streamline your booking and accounting data across calendars, CRMs, and messaging tools. Pick a combination and activate it in one click.

TidyCal
Xero
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
T
X
S
Create a Xero sales invoice from every new TidyCal booking, and process the payment in Stripe.
Every TidyCal booking generates a Xero sales invoice and securely processes the payment in Stripe without manual data entry.
X
S
T
When a Xero sales invoice is created, update customer details in Stripe and log the booking reference from TidyCal.
Keep your billing records aligned across Xero, Stripe, and TidyCal as soon as new invoices are generated.
X
S
T
If a Xero payment is recorded, create a corresponding charge in Stripe and confirm the TidyCal booking details.
Verify payments instantly across Stripe and Xero linked to your TidyCal appointments.

Supported triggers and actions for TidyCal and Xero

Mix and match to build the exact automation you need

TidyCal
TidyCal Triggers & Actions
Booking is created in TidyCal
Triggers the automation when a new booking is created
Try it โ†’
Booking is cancelled in TidyCal
Triggers the automation when a booking is cancelled
Try it โ†’
Contact is created in TidyCal
Triggers the automation when a new contact is created
Try it โ†’
No action is available
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it โ†’
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it โ†’
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it โ†’
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it โ†’
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it โ†’
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Try it โ†’
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it โ†’
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Try it โ†’
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it โ†’
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it โ†’
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Try it โ†’
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it โ†’
User is created/updated in Xero
Triggers the automation when a user is created or updated
Try it โ†’
Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it โ†’
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it โ†’
Create project in Xero
Creates a new project
Try it โ†’
Create task in Xero
Creates a new task
Try it โ†’
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Try it โ†’
Create item code in Xero
Generates new unique item code
Try it โ†’
Search item by name in Xero
Locates and retrieves particular item information
Try it โ†’
Get online invoice URL in Xero
Try it โ†’
Update invoice items in Xero
Updates the items in an invoice
Try it โ†’
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Try it โ†’
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Try it โ†’
Search sales invoice in Xero
Searches for a sales invoice
Try it โ†’
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Try it โ†’
Create contact in Xero
Adds a new contact to the database
Try it โ†’
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Try it โ†’
Search contact by name in Xero
Finds information about a contact using the name
Try it โ†’
Update contact in Xero
Updates contact information with new details
Try it โ†’
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Try it โ†’
Create payment in Xero
Generates and process a payment transaction
Try it โ†’
Create quote in Xero
Generates a new quote with pre-filled information
Try it โ†’
Create bill in Xero
Generates a new bill for the customer
Try it โ†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it โ†’
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Try it โ†’
Send sales invoice by email in Xero
Sends a sales invoice by email
Try it โ†’
Search item in Xero
Locates and retrieves particular item information
Try it โ†’
Create bank transfer in Xero
Initiates a bank transfer
Try it โ†’
Create credit note in Xero
Generates a credit note for returned items
Try it โ†’
Create bank transaction in Xero
Generates a bank transaction
Try it โ†’
Search account in Xero
Searches for account information
Try it โ†’

What can you automate with TidyCal + Xero?

Streamline your appointments and accounting by connecting TidyCal bookings directly to Xero invoices and contacts.

What you can automate?
๐Ÿงพ
Generate Xero invoices from new TidyCal bookings
Automatically create a Xero sales invoice the moment a client schedules a session in TidyCal. Eliminate manual data entry and speed up your billing process.
๐Ÿ“‹
Capture all submitted booking details
Map every client answer and appointment detail from TidyCal directly into your Xero contact records. Ensure your accounting files contain complete information.
๐Ÿ””
Notify your team on Slack of new bookings
Send instant notifications to your finance or sales channels whenever a TidyCal appointment is booked. Keep your entire team informed immediately.
๐Ÿ”€
Route invoices based on booking type
Apply different Xero billing templates or tax rates depending on the specific appointment service selected in TidyCal. Tailor your accounting workflow to each client.
๐Ÿ”„
Keep Xero records updated as bookings change
Automatically update Xero contact details or invoice amounts whenever appointment information is modified in TidyCal. Maintain accurate financial records.
๐Ÿ”
Prevent duplicate contacts in Xero
Search existing Xero records before creating new entries from TidyCal bookings. Keep your accounting database clean and organized.
โŒ
Handle appointment cancellations automatically
Update invoice statuses or void charges in Xero the moment a booking is cancelled in TidyCal. Protect your ledger from unfulfilled sessions.
๐Ÿ“Š
Sync booking data to Google Sheets
Extend your TidyCal and Xero workflow by logging every appointment and transaction into Google Sheets for custom reporting. Build a complete operational dashboard.
And much more...

Who is TidyCal + Xero integration for?

Consultants, service providers, and business owners automate appointment scheduling and financial record keeping to eliminate manual invoice entry.

Accounting managers
Accounting managers
Operations leads
Operations leads
Client service directors
Client service directors
Business owners
Business owners
Sales consultants
Sales consultants
Practice administrators
Practice administrators
๐Ÿ“ˆ
Accounting managers
You're trying to reconcile booking revenue against bank deposits, but manual invoice creation leaves gaps in your ledger, so your monthly financial reports are always delayed โ€” this integration means every TidyCal appointment directly generates a Xero invoice and your financial records remain instantly up to date.
โšก
Operations leads
You manage client scheduling across multiple platforms while billing manually in accounting software, but busy days lead to missed invoices and untracked payments โ€” automating both apps means every TidyCal booking triggers immediate invoicing in Xero and your billing pipeline runs without friction.
๐Ÿค
Client service directors
You coordinate client onboarding calls and expect prompt billing paperwork, but handoffs between scheduling and finance cause frustrating delays for clients โ€” with this integration, every new booking creates accurate Xero invoices instantly and client onboarding proceeds without interruption.
๐Ÿ“Š
Business owners
You handle high volumes of client bookings and spend hours copying appointment details into accounting ledgers, but manual data entry leads to costly errors โ€” automating both apps means every TidyCal submission flows straight into Xero and your bookkeeping is handled instantly.
๐Ÿ’ผ
Sales consultants
You rely on client bookings to drive revenue and need invoices generated the moment a meeting is confirmed, but manual creation slows down your cash flow โ€” this integration means every TidyCal session initiates a Xero invoice on the spot and your billing cycle accelerates.
๐Ÿ“‹
Practice administrators
You maintain client booking histories and financial logs, but disconnected tools leave gaps in your client records and audit trails โ€” automating both apps means every TidyCal booking updates your Xero contacts seamlessly and your database remains complete.
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 TidyCal + Xero

Build and manage your TidyCal + 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 TidyCal + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect TidyCal to Xero?
Frequently Asked Questions
You can connect TidyCal to Xero using 1-click automations on Integrately. Select a ready template or ask Integrately AI to build the integration and map the fields for your appointment workflows.
Can I automatically create Xero invoices from TidyCal bookings?
Frequently Asked Questions
Can I connect TidyCal, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for TidyCal and Xero?
Frequently Asked Questions
How does TidyCal handle booking data when transferred to Xero?
Frequently Asked Questions
Can I update existing Xero contacts when a TidyCal booking is modified?
Frequently Asked Questions
Do I need coding skills to automate TidyCal and Xero?
Frequently Asked Questions
Is the TidyCal and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

TidyCal
Popular TidyCal Integrations
Connect TidyCal to calendar, CRM, and communication tools to manage your appointments and client communications.
See All
TidyCal Integrations arrow right
No popular apps found
Xero
Popular Xero Integrations
Sync Xero with invoicing, payroll, and reporting tools to keep your business finances organized and accurate.
See All
Xero Integrations arrow right
No popular apps found