Run Xero from inside Attio

Xpactio creates invoices, quotes, purchase orders and credit notes from Attio records and shows you when the customer pays.

Install in Attio Free for 10 documents a month
The Xpactio Invoices page in Attio: outstanding, overdue and paid totals and the open Xero invoices, synced from a Xero demo company

Invoices

One click instead of retyping the deal into Xero

Someone on your team copies the customer, address, line items and tax from Attio into Xero by hand. With Xpactio they open the deal and press “Create Xero Invoice”. Xpactio reads the fields you mapped once, creates the invoice in Xero and writes its number and status back to the deal.

  • Xero contact found or created by name and email
  • One invoice line from your mapped fields; convert a quote to bill all its lines
  • Your Xero branding theme, account code and tax rate
  • A double click creates one invoice, not two
The Xpactio menu on an Attio deal: Create Xero Invoice, Quote, Purchase Order, sync and attach PDF The same deal after Create Xero Invoice: Xero invoice ID, number INV-0035, status AUTHORISED and link written back

Workflows

The Xero invoice goes out when the stage changes

Every Xpactio action is also a block in Attio workflows. Build the rule once and nobody has to remember to bill. No Zapier or Make in between, so nothing breaks when someone renames a field in a third tool.

  • Create, update or void Xero invoices from a workflow
  • Wait in a workflow until the Xero invoice is paid
  • Create, edit, decline or convert quotes
Xpactio blocks in Attio workflows
  • Create, update, void Xero invoice
  • Create, update, decline, convert Xero quote
  • Create Xero purchase order
  • Create Xero credit note
  • Attach Xero invoice PDF
  • Wait for Xero invoice payment
  • Trigger: Xero invoice status changed (Pro)

Payments

Sales sees who paid in Xero without asking finance

Xpactio copies your Xero invoices into an Invoices object in Attio with status, amount paid and amount due. Put your deal ID in the Xero invoice reference, and each invoice links to its deal.

  • Free: sync with a button. Pro: Xpactio syncs every night and when Xero reports a payment
  • Attach the Xero invoice PDF to the Attio record
  • Part payments shown as amount paid and amount due
  • Xero statuses arrive in capitals: filter by PAID, not Paid

What Xpactio does

Everything the app does today. Items marked Pro need the paid plan.

Create in Xero

  • Invoices from any Attio record: deals, companies or custom objects
  • Invoices with one Xero line per line item on the record
  • Repeating invoices for subscriptions: weekly to yearly
  • Quotes, with one Xero line per line item on the quote
  • Purchase orders to a supplier you keep in Attio
  • Credit notes from a synced invoice
  • An invoice from an accepted quote

Change from Attio

  • Due date and reference of an invoice
  • Void an authorised invoice
  • Email an approved invoice to the customer through Xero
  • Edit and decline quotes

See in Attio

  • Xero number, status, link and errors on the record you clicked
  • Every Xero invoice and quote as an Attio record
  • Invoices page: outstanding, overdue and paid totals
  • Invoices tab on deals and companies
  • The invoice PDF in the record’s files
  • Xero events on the record timeline: created, paid, voided

Sync with Xero

  • With a button or a workflow step
  • Every night: invoices and quotes Pro
  • Minutes after an invoice changes in Xero Pro

Automate

  • 14 blocks for Attio workflows
  • Start a workflow when a Xero invoice is paid or voided Pro
  • Pause a workflow until the invoice is paid Pro
  • Create invoices for many records at once

Set up once

  • Xero contact found by name and email, or created
  • Address, reference, branding theme, account code and tax from your settings
  • One button creates the Attio fields Xpactio writes to
  • A double click or a retried step creates one document, not two
  • Credit notes are never applied automatically

How each feature works →

Why not connect Xero and Attio yourself

You can. This is what each route asks of you.

Zapier, Make or your own codeXpactio
Sign-inRegister a Xero developer app, store and refresh tokensAttio holds the Xero connection; you sign in once
Document typesA separate scenario for eachInvoices, quotes, purchase orders, credit notes
Where it runsA third tool next to AttioInside Attio: record buttons and workflow blocks
Payment statusAnother scenario to pull it back from XeroInvoices object in Attio, linked to the deal

What Xpactio doesn’t do

  1. It doesn’t touch money

    Payments and bank reconciliation stay in Xero.

  2. It needs six fields on your deal

    Xero invoice ID, number, status, link, last sync and sync error. Settings has a “Create writeback fields” button that adds the missing ones.

  3. It doesn’t lock you in

    Cancel Pro in any month. Documents you created stay in Xero.

Pay for documents you create in Xero

Edits, voids and syncs are free on both plans.

Free

$0
  • 10 new documents a month
  • All four document types
  • Record buttons and workflow blocks
  • Sync from Xero when you click

Pro

$39 a month per workspace
  • Unlimited new documents
  • Automatic sync: every night, and when Xero reports a payment
  • Workflow trigger “Xero invoice status changed”
  • Everything in Free
Install in Attio Start free, upgrade inside the app

Before you install

Does it work from deals only?

From any object: deals, companies or your own custom objects. You choose which attributes become the customer and the line items.

What counts towards the 10 free documents?

Creating an invoice, quote, purchase order or credit note. Editing, voiding and syncing don’t count.

Do we need a developer?

No. Install the app, sign in to Xero, map fields, press “Create writeback fields”.

What does Xpactio store?

Xero document IDs, numbers and statuses, to keep Xero and Attio in step. Everything else is in the help center.