Connect SharePoint and Xero to eliminate manual data entry and keep finance in sync
Automate the flow of invoices, receipts, and documents between your document hub and accounting system for faster approvals and fewer errors.
Overview
Summary
Many teams store financial documents like invoices and receipts in SharePoint, but still manually enter those details into Xero—wasting hours and inviting mistakes. With SharePoint integrations and Xero integrations, you can automatically push approved documents from SharePoint into Xero as bills, expenses, or journal entries, turning your document library into a live accounting feed. This integration removes the friction between storage and accounting, ensuring your books are always up to date without anyone lifting a finger.
Why integrate SharePoint with Xero?
Benefits
Finance teams, procurement officers, and small business owners lose countless hours each week copying data from SharePoint files into Xero. This integration solves that by syncing documents directly—reducing manual work, cutting down on transcription errors, and ensuring audit trails are always complete. With real-time syncs, approvals move faster, cash flow visibility improves, and compliance becomes effortless.
Whether you’re a growing SMB or a department in a large enterprise, this automation gives you control without complexity. No more chasing signatures or rekeying numbers—just accurate, timely accounting powered by your existing workflows.
Use cases that actually matter
Real-world
Auto-create bills from PDF invoices
When a vendor sends a PDF invoice to your SharePoint folder, automatically create a bill in Xero with line items, dates, and vendor details pulled from the document—no manual entry needed.
Sync expense reports to Xero with Xero integrations
Employees upload receipts to SharePoint for approval. Once approved, the system auto-creates expense claims in Xero, tagging them to the right cost center and project code.
Centralize financial docs with Microsoft Dynamics 365 Business Central Xero integrations
Use SharePoint as a single source of truth for all financial records, and automatically mirror changes to both Xero and Microsoft Dynamics 365 Business Central for unified reporting across systems.
💡 Pro Tip: Use SharePoint’s metadata fields (like “Vendor Name,” “Invoice Number,” or “Department”) to auto-map data into Xero’s custom fields—this turns simple uploads into rich, structured accounting entries.
Step-by-step setup
No code
Workflow
Start by connecting your SharePoint and Xero accounts via Revolut Xero integrations to enable secure, two-way data flow.
Choose triggers (e.g., “New PDF uploaded to Finance folder”) and actions (e.g., “Create expense in Xero”), then map fields like Amount, Date, and Description.
Enable the automation, test with a sample file, then expand it to include conditional logic—like only syncing invoices over $500 or from approved vendors.
Advanced automation ideas
Build multi-step workflows that trigger notifications in Teams when a document is pending approval, or auto-archive processed invoices in SharePoint after they’re posted in Xero. You can even add Slack or email alerts for failed syncs, or combine this with QuickBooks Online Xero integrations to route vendor invoices through both systems for dual verification.
No-code setup
Enterprise-grade security
Automate in minutes
Scales with your team
✨ Did You Know? Companies that automate document-to-accounting workflows reduce invoice processing time by up to 70% and cut data entry errors by over 90%.
FAQs
Helpful
Do I need technical skills to set this up?
Not at all. Our drag-and-drop builder lets you connect SharePoint and Xero without writing code—similar to how you’d set up a workflow between QuickBooks Online Xero integrations and Xero. Just pick your trigger, choose your action, map the fields, and hit go.
Can I customize which fields sync between SharePoint and Xero?
Absolutely. You can map any metadata or file properties from SharePoint—like custom columns, tags, or folder paths—to any field in Xero, including custom categories, tax codes, or project references. Filters let you sync only files that meet specific criteria.
What happens if a sync fails or a file is missing data?
Each automation runs with built-in error handling. Failed attempts are logged with clear reasons, and you’ll get alerts via email or Teams. You can retry failed runs manually or set up automatic retries after 1 hour. Full run history is always visible in your dashboard.
Is my financial data secure when syncing between SharePoint and Xero?
Yes. All data is encrypted in transit and at rest. We use OAuth2 for secure authentication, never store your login credentials, and comply with GDPR, SOC 2, and ISO 27001 standards. Your documents and financial records stay protected throughout the entire process.
Built for reliability and privacy — automate smarter while staying in control.
Bringing it all together
Wrap-up
By connecting SharePoint and Xero, you turn your document repository into a dynamic engine for finance automation—reducing delays, eliminating errors, and freeing your team to focus on strategy instead of spreadsheets. And if you’re already using other tools like Wave Xero integrations for invoicing or Revolut Xero integrations for payments, you can layer them in too, creating a seamless financial ecosystem across your entire tech stack.
Build your first SharePoint–Xero automation
Set up your first workflow in under 5 minutes — no code required.
