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WHMCS + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between WHMCS and Xero

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best WHMCS and Xero Integrations

  • WHMCS Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • WHMCS AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • WHMCS Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    WHMCS New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • WHMCS Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    WHMCS New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • WHMCS Google Sheets

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    When this happens...
    WHMCS New Payment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • WHMCS Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    WHMCS {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect WHMCS + Xero in easier way

It's easy to connect WHMCS + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How WHMCS & Xero Integrations Work

  1. Step 1: Choose WHMCS as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate WHMCS with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of WHMCS and Xero

WHMCS is an open source billing and client management top for hosting companies. Xero is an online accounting software for small businesses. Integration of these two tops will help in improving the sales, efficiency, and customer satisfaction. This integration can be performed by a third party or by the software itself. An outline of an article about WHMCS and Xero is given below:

Integration of WHMCS and Xero

Integration of Xero and WHMCS can be achieved through many methods. Most popular ways are:

  • Integration of Xero with WHMCS via API

Xero has a simple API that allows users to connect their applications with Xero. Using this API, developers can easily integrate Xero with other applications. The API is very easy to use and is quite powerful. This API can be used to integrate WHMCS with Xero. Applications like B2B platforms and accounting software can be integrated with Xero using this method.

  • Integration of WHMCS with Xero via plug-ins

Plug-ins are small pieces of code that allow additional functionality for a particular application. Plug-ins are written by third-party developers and can be downloaded from the official website of the application. They bring new features to the application without increasing its complexity or changing its core functionality.

Sometimes plug-ins are developed by the application’s own development team. These plug-ins are usually bundled with the application’s installation package or available for download from the application’s website. Plug-ins are available for many applications including WHMCS, WordPress, and Joomla.

There are many plug-ins available for WHMCS that integrate it with various applications including Xero. These plug-ins can perform various tasks like creating invoices, sending bills, exporting reports, etc. These plug-ins can be used to integrate WHMCS with Xero.

  • Integration of WHMCS with Xero via custom integration

Integration of WHMCS with Xero can also be achieved by writing custom code that connects these two applications. Both applications have an open source code that allows custom integration using that code. This method is complex and requires high level technical skills, so it is not suggested unless all other methods fail. Therefore, custom integration should be attempted only when all other methods fail to integrate these two applications.

Benefits of Integration of WHMCS and Xero

Xero is an online accounting software which manages accounts, bank transfers, payrpls, tax payments, etc. It is much easier to use than traditional accounting software because it has an interface similar to most online banking websites. Users can access Xero from anywhere through any device including computers, smartphones, tablets, etc. This flexibility makes Xero a great accounting software for small businesses as well as for large organizations. It is very easy to use and offers a lot of functionalities at low cost. Here are some of the benefits offered by this integration:

  • Easy Management of Accounts and Invoices

Using this integration, users will be able to create invoices in Xero from WHMCS or send bills from WHMCS to Xero clients. This will make billing process easier and less time consuming. It will also save time and money as most billing processes rely on manual data entry which is prone to human errors. By automating the billing process we eliminate errors caused by human input and make the entire process more streamlined and accurate. Automation also reduces cost and makes billing more efficient by reducing manpower needed for data entry. Easy creation of invoices and bills also leads to higher customer satisfaction because they get their bills on time without any delays or errors in the amount charged. The automation of billing procedures also helps keep track of all invoices issued by a particular company/client which results in better cash flow management for the business.

  • Real time management of accounts and invoices

Real time integration means that you can view your WHMCS data in real time inside Xero database without having a separate screen for each application. This saves time and increases productivity as you don’t need to switch between multiple screens or applications to view your data from different sources at once. With real time integration you can view your data from both sources at one go which will reduce time wasted on switching between various screens or applications. This will also reduce costs as you don’t need to pay extra for servers required to host multiple screens or applications at once. This real time integration also helps keep records updated in real time so your data always stays up to date no matter where you are accessing it from or what device you are using to access it on (computer, tablet, smartphone. This ensures that you always have up to date information available at all times which is extremely important for businesses as they do not want their customers or employees to receive incorrect information while using their services. With real time integration the data stored in one source is immediately reflected in the other source without any delay which makes it very useful for businesses especially when they have strict reporting requirements that require their data to be updated constantly in real time regarding their clients or employees (taxation department. Real time integration also helps streamline processes as there is no need to produce reports manually or by hand whenever you want to update your data in one source because changes made in one source automatically reflect in other sources without anyone needing to generate them manually again after saving them once in one source (Xero. Real time integration is also useful for managers who want to monitor their employees’ activities in real time rather than waiting for days until reports are generated manually by someone else who doesn’t even know what you are looking for because they might have saved the report 3 days ago when something happened whereas you want the latest update regarding that thing which was updated just minutes ago instead of 3 days ago because it might have changed since then making everything generated about it outdated if you see it 3 days later when you really need to see the latest update about it right now when its relevant instead of 3 days after when it was relevant then but not anymore now that its not anymore relevant after 3 days. Real time integration is useful for businesses especially those that do accounting work themselves because it allows them check their financial situation at any given point in time updating them on how much profit they made or how much money they lost since their financial situation could change in a matter of minutes rather than them checking their financial situation after a few days when they did not record anything important during those few days making their profit/loss report outdated because it did not reflect their current financial situation which might have changed drastically due to things they did not record during those few days but recorded after those few days making their profit/loss report inaccurate because it reflected their financial situation when nothing was happening instead of reflecting their current financial situation when something might be happening right now (taxes. so they would end up paying taxes on profits they made months ago whereas right now they actually lost money but did not record it so they ended up paying taxes on profits they made months ago whereas right now they actually lost money but did not record it yet making them lose more money because they overpaid taxes on profits they made months ago but actually lost money because they had not recorded their losses yet so they ended up paying taxes on profits they made months ago but actually lost money because they had not recorded their losses yet yet making them lose more money because they overpaid taxes on profits they made months ago but actually lost money because they had not recorded their losses yet which would be fine if they had been recording things every minute so at least they would have paid taxes on profits they made recently instead of months ago making them lose more money because they overpaid taxes on profits they made months ago but actually lost money because they had not recorded their losses yet still making them lose more money because they overpaid taxes on profits they made months ago but actually lost money because they had not recorded their losses yet but only recorded them after 3 days so basically paying taxes on profits they made months ago instead of recent profits which would be fine if they had been recording things every minute so at least they would have paid taxes on profits they made recently instead of months ago which would be fine if they had been recording things every minute so at least they would have paid taxes on profits they made recently instead of months ago but only recorded them after 3 days so basically paying taxes on profits they made months ago instead of recent profits. Real time integration is also useful for accountants who can see all the transactions going on in all accounts from one place at one go rather than spending half a day trying to find out whether this client owes him $100 or $200 depending on whether he transferred $100 from

The process to integrate WHMCS and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.