Xero is cloud accounting software for small and midsize businesses. Connecting Cognito Forms to Xero turns submissions into records-invoices, bills, contacts, and payments-so finance stays current.

Automate accounting from each submission—create invoices, update contacts, and log payments without re-typing.

Generate invoices directly from orders
Keep customer and vendor records current
Capture payments and receipts automatically

Use this integration to:

Create invoices, bills, and contacts
Record payments and attach receipts
Match by email or reference number
Send reminders or kick off approvals

Use this integration when you

Use Xero to turn orders into invoices, track payments with receipts, and sync customer or vendor details without spreadsheets.

Commonly used on:

How It Works

Set up a Zap in Zapier
1. Log in to your Zapier account
2. Click “Make a Zap”
Configure the trigger
1. Choose Cognito Forms as the trigger app
2. Select “New Entry” as the trigger event
3. Connect your Cognito Forms account and select the specific form
Configure the action
1. Choose Xero as the action app
2. Select the desired action (e.g., “Create Invoice”, “Create Contact”)
3. Connect your Xero account
Map form fields to Xero
1. Align form fields with the corresponding Xero fields to ensure accurate data transfer
Test the integration
1. Submit a test entry in Cognito Forms
2. Verify that the data appears correctly in Xero
Activate the Zap
1. Once testing is successful, turn on the Zap to enable automated data transfer

Still need help? Check out our Zapier support article.

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Integrate with Xero

Accounting