Acuity Scheduling and Xero Integration

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Automatically create Xero invoices from new Acuity Scheduling appointments. Latenode's visual editor simplifies the entire workflow while scaling affordably as your business grows.

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Acuity Scheduling

Xero

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Acuity Scheduling and Xero

Create a New Scenario to Connect Acuity Scheduling and Xero

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or Xero will be your first step. To do this, click "Choose an app," find Acuity Scheduling or Xero, and select the appropriate trigger to start the scenario.

Add the Acuity Scheduling Node

Select the Acuity Scheduling node from the app selection panel on the right.

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Configure the Acuity Scheduling

Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Acuity Scheduling

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Run node once

Add the Xero Node

Next, click the plus (+) icon on the Acuity Scheduling node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.

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Authenticate Xero

Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.

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Configure the Acuity Scheduling and Xero Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Acuity Scheduling and Xero Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Acuity Scheduling, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Acuity Scheduling and Xero integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Acuity Scheduling and Xero

Acuity Scheduling + Xero + Zoom: When a new appointment is scheduled in Acuity Scheduling, a Zoom meeting is automatically created. Simultaneously, a new sales invoice is created in Xero for the appointment.

Acuity Scheduling + Xero + Google Sheets: When an appointment is completed in Acuity Scheduling, and a corresponding invoice is created or updated in Xero, the appointment and invoice data are added as a new row in a Google Sheet for tracking and reporting.

Acuity Scheduling and Xero integration alternatives

About Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

About Xero

Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.

See how Latenode works

FAQ Acuity Scheduling and Xero

How can I connect my Acuity Scheduling account to Xero using Latenode?

To connect your Acuity Scheduling account to Xero on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Acuity Scheduling and click on "Connect".
  • Authenticate your Acuity Scheduling and Xero accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Xero invoices from new Acuity Scheduling appointments?

Yes, you can! Latenode’s visual editor makes it simple to automate invoice creation, saving time and ensuring accurate billing directly from appointment data.

What types of tasks can I perform by integrating Acuity Scheduling with Xero?

Integrating Acuity Scheduling with Xero allows you to perform various tasks, including:

  • Automatically creating invoices in Xero for new Acuity Scheduling appointments.
  • Updating client information in Xero when appointments are scheduled.
  • Sending payment reminders through Xero based on appointment dates.
  • Generating financial reports in Xero using Acuity Scheduling data.
  • Tracking revenue from appointments within Xero for detailed analysis.

How do I handle complex logic between Acuity Scheduling and Xero on Latenode?

Latenode allows you to implement advanced logic using JavaScript blocks, enabling custom data transformations and conditional actions for seamless integration.

Are there any limitations to the Acuity Scheduling and Xero integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Custom field mappings in Acuity Scheduling may require manual configuration.
  • Real-time synchronization depends on the API request limits of both services.
  • Complex tax calculations might need custom JavaScript for accurate handling.

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