App Integrations
6  min read

The Smart Ways to Manage Projects & Finances with Airtable + Xero Integrations

Abhishek Agrawal
By Abhishek A Agrawal
May 24, 2023
Table of Contents

    Integrate Airtable + Xero

    Howdy, partner! 🤠 Y’all ready to rope in your finances and get ’em in line? Then you’re in luck because the Airtable + Xero integration is just the duo you need. It will help you manage your projects and finances efficiently so as to save you more bucks💰.

    Why Integrate Airtable + Xero

    As a project manager, you don’t have time to keep chasing after your finances. That’s where the Airtable + Xero integration comes in handy – it accumulates all your financial data into one easy-to-use platform. This way, you can stay organized and focused on the task at hand.

    Advantages of Connecting Airtable + Xero

    This powerful duo of Airtable and Xero helps you unlock several benefits

    💪 Save time 🕜 by automating data entry

    💪 Optimize budget to stay on top of expenses and cash flow 💸

    💪 Easily track invoices and payments 🧾

    💪 Get real-time insights 📊 into your finances

    💪 Manage all your business data in one place📑

    💪 Collaborate 🤝 with your team and clients more efficiently

    Powerful Ways To Connect Airtable + Xero

    Here are some powerful ways you can connect Airtable and Xero to manage your projects and finances the smart way:

    Register new Xero accounts and contacts in Airtable

    This integration provides you with a central database to store contact and account details consistently across multiple systems. It saves you manual labor and reduces the chances of duplicate entries. Furthermore, real-time collaboration helps your teams work on the most up-to-date information.

    Store Xero quotes, invoices, bills, and reciepts in Airtable

    This integration puts all your financial documents in one place where you can easily access them. Keeping track of your finances can help you analyze them and ultimately make better business decisions.

    You can set up automated workflows to

    • Save sales invoices in Airtable

      Automatically save Xero invoices to Airtable
    • Save quotes in Airtable

      Automatically save Xero quotes to Airtable
    • Save bills in Airtable

      Automatically save Xero bills to Airtable
    • Save expense claim receipts in Airtable

      Automatically save Xero expense claim receipts to Airtable

    Record your transactions in Airtable

    This integration collects all your transactional history in one place. It helps you to easily keep track of your cash flow and see how much money you’re making or spending over time. This is beneficial to make informed decisions about pricing, marketing, or which expenses to cut.

    You can set up automated workflows to

    • Record payments from Xero to Airtable

      Automatically record payments from Xero in Airtable
    • Record bank transfers from Xero to Airtable/p>

      Automatically record bank transfers from Xero in Airtable
    • Record bank transactions from Xero to Airtable

      Automatically record bank transactions from Xero in Airtable
    • Find all the powerful ways to connect Airtable + Xero or create your own integration in clicks.

    How Does Airtable Work

    Airtable is a nifty tool that helps you organize your data like a pro! Here’s how it works:

    ▶️ Create a base – a virtual container for all your data.

    ▶️ Add tables to your base – like you add a worksheet in a spreadsheet.

    ▶️ Customize fields – each table contains columns that can be tweaked to hold different types of data.

    ▶️ Add records – Input all your data in the table rows.

    ▶️ Link records – create connections between tables between different pieces of data

    ▶️ Customize views – sort, filter, group, and create visualizations to help you understand your data.

    ▶️ Collaborate and automate workflows – work with your team members in real-time, assign tasks, and automate processes to save time.

    Integrate Airtable With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How Does Xero Work

    Xero is a smart tool that makes accounting a breeze! It works by keeping track of all your financials in one place. Here’s how it works:

    ▶️ Setup your account and enter organizational details.

    ▶️ Then, connect your business bank accounts with Xero. Once connected, you can automatically import your bank transactions and reconcile them in a snap.

    ▶️ Dashboard provides you snapshots of your accounts, transactions, invoices, cash flow, and bills.

    ▶️ Xero has dedicated sections for managing your:

    • Business
    • Accounting
    • Payroll
    • Projects
    • Contacts

    ▶️ The features like payroll, inventory, and projects help you manage different aspects of your business from one platform.

    ▶️ Xero also has reporting features that help you understand your financial data better and make informed decisions.

    ▶️Finally, you can invite team members, accountants, or bookkeepers to collaborate with you and share access.

    ▶️Xero also offers a mobile app to help you manage your finances on the go.

    Integrate Xero With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    How To Integrate Airtable With Xero

    Follow these simple steps to integrate Airtable with Xero:

    Step 1: Signup for Integrately here

    Step 2: Select Airtable as your first app and Xero as the second one

    Select apps to connect Airtable and Xero using Integrately

    Step 3A) Choose from a list of popular ready-to-use 1-click automations

    Ready-to-use 1-click automations for Airtable + Xero integration

    Step 3B) Build custom automation by selecting desired trigger and action

    List of triggers and action to create custom automation for Airtable + Xero integration

    Step 4: Follow the prompts to securely connect your Airtable and Xero account with Integrately.

    Connect your Xero account with Integrately
    Connect your Airtable account with Integrately

    Step 5: Once connected, map the required fields, test your automation, and make it live.

    How Integrately Enables Powerful Integrations

    If you’re looking for a simple yet powerful way to automate your business processes, then look no further than Integrately! It is a no-code automation platform specially designed for non-techies😎. With Integrately, you can easily connect over 1050+ business apps with each other. What’s more, you get

    💪 A user-friendly setup process with millions of ready-to-use 1-click automations

    💪 A powerful visual automation builder to easily create multi-step workflows

    💪 Advanced data formatting options

    💪 24/5 customer support

    💪 A dedicated automation expert to assist with all your automation needs

    With prices starting from just $19.99, Integrately is an affordable solution for businesses of all sizes. So why wait? Sign up and supercharge ⚡ your productivity today!

    8 Million+ Ready Automations
    For 750+ Apps


    Integrating Airtable with Xero is a smart move that makes it easy to manage your projects and finances. With this integration, you can combine the power of Airtable’s database capabilities with Xero’s robust accounting software. It helps you to keep track of your cash flows and optimize your budget accordingly. 

    The powerful ways listed above to connect Airtable and Xero using Integrately will help you take advantage of this integration to its fullest potential. So, wait no more! Integrate Airtable with Xero today.

    FAQ's about Airtable + Xero Integrations

    Does Airtable integrate with Xero?

    Yes, Airtable can be easily integrated with Xero using tools like Integrately. You can find all the popular automations for the Airtable + Xero integration here.

    Can you integrate Airtable with Xero for free?

    No, you cannot integrate Airtable with Xero for free. However, Integrately helps you easily connect Airtable with Xero and 1050+ other apps for as low as $19.99.

    What does Xero's integration with Airtable let you do?

    Xero's integration with Airtable lets you sync data between the two platforms, automate tedious tasks, and gain real-time insights into your financials and project expenses.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
    Integrate Your Apps In 1 Click With Integrately
    • #1 Highest rated Zapier alternative for non-techies
    • 8 Million+ ready automations
    • 18x-33x less expensive