Available via Zapier & Make
Connect Youform with Xero
Connect Youform with Xero through Zapier to automatically create contacts, invoices, or bills from form submissions. When clients complete a service request, order form, or onboarding questionnaire, the relevant financial data flows into Xero for invoicing and bookkeeping. Keep your accounting records accurate without duplicate data entry.
How to connect Youform with Xero
Create your form in Youform
Build your form using Youform's drag-and-drop editor. Add any fields you need — text, email, file uploads, and more.
Connect to Xero via Zapier
In Zapier, create a new Zap with Youform as the trigger. Select 'Xero' as the action app and map your form fields to Xero.
Automate your workflow
Every time someone submits your Youform, the data automatically flows into Xero. No manual work needed.
What you can do with Youform + Xero
Automatic invoice generation
Collect order details and client information through a form and automatically create Xero invoices with the correct line items and amounts.
New contact creation
When a new client fills out your onboarding form, create a contact record in Xero with their billing address, email, and tax information pre-populated.
Expense claim submissions
Let employees submit expense claims through a form and have them automatically logged in Xero for approval and reimbursement processing.
Quote and estimate requests
Capture project requirements and client details through a form and create draft quotes in Xero that you can review and send to the client.
Powered by Zapier & Make
This integration connects Youform to Xero through Zapier or Make (formerly Integromat). Youform's Zapier integration is available on the free plan, giving you access to 6,000+ apps without any extra cost.
+
Ready to connect Youform with Xero?
Create your first form in minutes. Unlimited forms and responses on the free plan.
Get started freeNo credit card required
Frequently Asked Questions
Yes. You can map form fields like customer name, service description, and amount to Xero invoice fields including contact name, line item description, quantity, unit price, and tax rate.
Yes. If your Xero account has multi-currency enabled, you can specify the currency when creating invoices or contacts through the Zapier integration.
Zapier offers search actions for Xero that let you check if a contact already exists before creating a new one. Use a multi-step Zap to search first and then create or update accordingly.
Resources
Legal
🔒 Data securely stored with AWS in EU 🇪🇺