Xero For Gravity Forms

Connect Xero Account

Integrate Gravity Forms with Xero using secure OAuth 2.0 authentication. Connect multiple Xero accounts to Gravity Forms, allowing seamless transfer of financial and customer data directly from form submissions.

Xero Feeds

Create custom feeds to send Gravity Forms submissions to Xero. Select modules such as Contacts, Invoices, Bills, Quotes, and Payments, and map your form fields to the appropriate Xero fields. Automate data entry and keep your records up-to-date.

Xero Field Types

This addon supports key Xero field types, including text fields, numeric fields, dropdowns, and custom fields. Import field options directly from Xero to maintain accuracy during data mapping.

Filter Gravity Forms Entries

Choose to send all form submissions to Xero or filter entries based on specific conditions. For instance, you can configure the addon to send submissions only for certain product types or payment statuses.

Manually Send Entries to Xero

Automatically send Gravity Forms submissions to Xero upon form submission, or manually push selected entries whenever needed. This provides flexibility in managing your financial data transfers.

Xero Submission Logs

Access detailed logs for each form submission, showing whether the entry was successfully sent to Xero. Resend any entries that may have failed, ensuring your financial data remains accurate and complete.

Full Synchronization

All Gravity Forms entries remain synchronized with Xero. Updates made to entries in Gravity Forms are automatically reflected in Xero, ensuring consistency across both platforms.

Error Reporting

Receive email notifications for any errors encountered during data transfer to Xero. Each notification includes detailed error information to help you quickly identify and resolve issues.

Create Invoices and Quotes

Automatically generate invoices or quotes in Xero based on form submissions. Simplify your billing process and improve operational efficiency with real-time updates.

Track Payments and Bills

Send payment and billing information directly from Gravity Forms to Xero. Manage your accounts payable and receivable effortlessly, ensuring accurate financial tracking.