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Community > App Reviews >


Started by Xero API -   in App Reviews |Other

3.3 out of 5 stars
Based on 18 user ratings
If you are a user of Xero and Zapier, tell us how you are getting on and your experience so far. Any tips?

About Zapier

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Useful, but the ability to email the invoice directly from a created invoice (without having to add two extra steps into the zap) would be far easier. Also we would desperately love to see an action for creating a recurring invoice - as it is at the moment, the zap is pretty useless for us as we still have to manually set up retainer clients in Xero

Steph Middleton-Foster  

Fantastic way to automate many tasks!

Junwen Lee  

We really need an integration that allows us to create new ESTIMATES as a trigger. We seem to have all other options available, but cannot do that?

Ashleigh Johnson  

Really needs more actions, "update invoice" necessary for customers on a monthly account for example.

Josh Vernon-Rogers  

Not enough triggers and not enough actions. Doesn't work with Quotes, Projects, Expenses or CIS.

It's an adequate start for a beta product.

John Pawson  

The zap functionality is useful, but i cannot believe it will not automatically email invoices once created, from Xero. This should be basic and logical

I also find it surprising that we cannot adopt the due date rules in xero, for invices created thru zap

James Angus  

I'd love to see WorkflowMax play better with others. Any chance WorkflowMax will be available within Zapier in the near future?

Jonathan Zoch  

Average implementation. Nice but very limited. What you would expect from something builtr 5+ years ago.

I can trigger the creation of a basic invoice or bill (ie single line). This is reliable and works effectively. Zapiers triggers are excellent (sinmple to use, highly effective)!

If I want to edit a Xero bill or invoice, or create an invoice or bill with greater complexity (ie more than one line), then I have to use my own php routines.
It would be a useful start for Zapier to enhance the invoice and bill creation to be 'create/ edit'.


Bruce Mason  

I'm using the integration between Acuity and Xero to generate invoices which works well, but the #1 thing we need is REPEATING INVOICES!!!!

This is the main functionality missing for any subscription - the first invoice is created but subsequent ones need to be created manually or via a repeating invoice, which can only be created from the front end, and further we need to manually cancel the repeating invoice if the subscription is cancelled. PLEASE ADD REPEATING INVOICE CREATION/DELETION TO THE API!!


Greg Parker  

The Zapier and Xero integration is pretty bad. The lack of triggers and actions for quotes is about to make me return to QBO. (I don't like QBO, switched 3 years ago) The problem is, even if quotes were included I'm not sure it would be usable. Line items are handled so terribly that it is useless. The other issue is that contacts must match exactly to look them up, by name only. There is so much variation in how names might get entered that this is a worthless feature right now. There should be an option to find customers by email. This is generally more accurate and helps when there are multiple contacts under one customer. Creating a new contact each time is not acceptable for us.

Wilson Glass  

The integration is ok but there is still no way to trigger off the creation of a new quote. Furthermore, Xero allows you to enter in just the name of a person for contact information which can cause incomplete contact information to be entered. If a trigger on a new contact is used and a person makes a quote with just the name and no other information it causes contacts in a linked CRM for example to be incomplete. Then one has to rely on triggering off contact updates as well or worse manually updating CRM contacts that become out of sync. The API functionality for quotes in Xero is non-existent and thus Zapier has no trigger events for quotes. If I'm going to pay for this integration I need more triggers.

Bruce Kimmel  

We've automated the creation of new customers between Hubspot and Xero with Zapier (and our application database). The result has been our customer lists between the systems are in sync.

Joshua Albrechtsen  

I agree with the comments of Sean Aquino and Stephen De Tomasi. As a tradesperson, my invoices are always composed of multiple lines. I have created my needed Zaps for various invoice workflows however they are not as automated as they should be. Multiple invoice lines is a must!

I manage contacts have them synced to Xero but 2 way sync will be the ultimate since the reality is contact data constantly needs updating.

Support for Projects and Quotes is a crucial.

Tim Butler  

Yep - very smooth. You have to learn it first, of course, but once it's in your head then you can make a Wufoo/Xero Zap in a matter of minutes. If only the people who work with me here would get their heads around Xero itself, we'd be quids in (pun intended)

Andrew Walker  

We use Zapier to link Xero and our production scheduling software - it works great. We input a job as an invoice and minutes later the data has been migrated ready for our factory floor to schedule. My only gripe is that Zapier can only handle 100 or less new invoices a day. It just stops working if we hit that limit. I am told that this will be fixed, but have been waiting a while now...if it wasn't for this I would give it 5 stars

Rachael Boswell  

The connection works well for transactions with one trouble area- invoice lines. We like to track what our customers purchase and the current Xero - Zapier integration only lets you provide a single input rather than multiple lines for an invoice. Yes you can use zapier rules to format for multiple lines but this is not practical. Each invoice line has multiple columns so you would need to add a lot rules making each sync quite costly since Zapier charges based on the number of times data is handled. Description, unit cost, quantity, category, etc would all be separate rules.

Sean Aquino  

Hi Rob, this page is just for reviews of the Zapier and Xero integration. Each person can only comment once so you won't be able to have a proper conversation here. If you have questions or are having trouble with the integration it's best to reach out to Zapier Support directly, or you can post your question in Using Xero Connected Apps where you can have a threaded discussion with users in the forum. :)

Kelly M (Community Manager)  

Hi there, I frequently am getting oauth errors with my zaps, even after testing my account connection and ensuring it is still valid. Please see screenshot https://www.dropbox.com/s/6fbwdwcfk4u8dok/Screenshot%202018-01-17%2019.51.28.png?dl=1

Rob Weidner  

Brilliant - everything I needed and more!

Bryn Sparks  

Kamil Jaszkowiak

Kamil Jaszkowiak  

I often pick up new clients and find myself invoicing that same day so having contact sync between Google Contacts and Xero is crucial for me. I also often modify contact info on one platform, only to find out I need to update it on the other platform as well. I had OneSAAS do this for me without issue for some time, but ceased to function. I tried Zapier, but unfortunately there is no two say sync, no detection of changes, and creating all sorts garbage data. If you want to sync contacts, look elsewhere. They're probably fine for other things. At least their support was helpful.

Stephen De Tomasi