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Xero - Create PDF, Word, Excel Documents
Xero connects with Documentero to automatically create professional documents from your accounting data. When invoices, payments, or purchase orders are updated in Xero, Documentero can instantly generate PDF, Word, or Excel files based on your templates. This helps you keep financial records, client reports, and internal documents consistent and ready to share. The integration works through API, Zapier, Make, n8n, or Power Automate for flexible automation.
Xero
Documentero
Triggers
Watch Bank Transactions — Triggers when a bank transaction is added or updated.
Watch Bank Transfers — Triggers when a new bank transfer is created.
Watch Contacts — Triggers when a contact is created or updated.
Watch Credit Notes — Triggers when a credit note is added or updated.
Watch Employee Leaves — Triggers when employee leave is approved.
Watch Invoices — Triggers when an invoice is added or updated.
Watch Items — Triggers when a new item is created.
Watch Manual Journals — Triggers when a manual journal is created or updated.
Watch Payments — Triggers when a payment is created or updated.
Watch Purchase Orders — Triggers when an order is added or updated.
Watch Quotes — Triggers when a quote is created.
Watch Events — Triggers when a new event is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Xero using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Xero using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Xero data
Create Excel reports of Xero bank transactions
Export Xero purchase orders into Word templates
Generate payment confirmation letters from Xero payments
Produce monthly financial statements using Xero and Documentero
Create branded quote documents from Xero quotes
Automatically generate journal entry records from Xero manual journals
Export Xero contact details into custom PDF or Word files
Create employee leave approval letters from Xero leave data
Generate credit note summaries directly from Xero into PDF
How you can use Xero + Documentero
Invoice PDFs
Generate branded PDF invoices in Documentero whenever a new invoice is created in Xero.
Payment Receipts
Create official payment receipt documents automatically when a payment is recorded in Xero.
Purchase Order Reports
Build custom purchase order reports in Word or Excel every time a new purchase order is logged in Xero.
Employee Leave Summaries
Produce leave approval letters or summaries when employee leave is approved in Xero.
Credit Note Documents
Automatically generate credit note documents in PDF format whenever a credit note is updated in Xero.
Setup Guides
Zapier Tutorial: Integrate Xero with Documentero
- Create a new Zap in Zapier.
- Add Xero to the zap and choose one of the triggers (Watch Bank Transactions, Watch Bank Transfers, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xero trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Xero with Documentero
- Create a new scenario in Make.
- Add Xero to the scenario and choose one of the triggers (Watch Bank Transactions, Watch Bank Transfers, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xero trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Xero with Documentero
- Create a new workflow in n8n.
- Add Xero to the workflow and choose one of the triggers (Watch Bank Transactions, Watch Bank Transfers, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xero trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Xero with Documentero
- Create a new flow in Power Automate.
- Add Xero to the flow and choose one of the triggers (Watch Bank Transactions, Watch Bank Transfers, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Xero trigger.
- Test and save your flow.
