Connect Reckon One to Xero and automate any workflow
![Reckon One](https://zapier-images.imgix.net/storage/developer/5c5e4bf9bdf85a22600bddcae0b68985_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Reckon One](https://zapier-images.imgix.net/storage/developer/5c5e4bf9bdf85a22600bddcae0b68985_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Reckon One with Xero - no code necessary. See how you can get setup in minutes.
Select a trigger from Reckon One
A trigger is an event that starts your Zap and runs the workflow. For example, with Reckon One, a trigger could be "New Customer Adjustment Note."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Xero
An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Reckon One to Xero
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Reckon One and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Reckon One and Xero to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- BookRequired
- CustomerRequired
- Transaction DateRequired
- Amount Tax StatusRequired
- Total AmountRequired
- Printing TemplateRequired
- Total Tax
- Classification
- Notes
- Reference
- Item
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- DescriptionRequired
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to PostRequired
- Automatically Calculate Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookRequired
- NameRequired
- Is ActiveRequired
- Is PurchasedRequired
- Is SoldRequired
- Type of ItemRequired
- Show Prices as Tax InclusiveRequired
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookRequired
- Transaction DateRequired
- SupplierRequired
- Bank AccountRequired
- Total AmountRequired
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- DescriptionRequired
- Quantity
- Item Price (Net)
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Exclusive Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- Display Name or IdentifierRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Type
- Display Name or IdentifierRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact_address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Display Name or IdentifierRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Display Name or IdentifierRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Cashbook IDRequired
- Contact Type
- DescriptionRequired
- Is ActiveRequired
- Is a Customer
- Is This a Supplier?Required
- Is This a Superfund
- Is This an Employee
- SurnameRequired
- First Name
- Area Code of Phone Number
- Phone Number (Landline)
- Mobile Prefix
- Mobile Number
- ABN or IRD Number
- Fax Area Code
- Fax Number
- Email Address
- Website
- Is Subject to TPAR
- Notes
- Customer Credit Limit
- Is Business Address Different
- Is International
- Address Type
- Business Address
- Business Address Line 2
- Address Line 3
- Suburb
- Postcode
- Town
- State
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookRequired
- CustomerRequired
- Transaction DateRequired
- Amount Tax StatusRequired
- Total AmountRequired
- Printing TemplateRequired
- Total Tax
- Payment Terms
- Classification
- Notes
- Due Date
- Reference
- Service Date
- Item
- Line Identifier
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- DescriptionRequired
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to PostRequired
- Parent Line Identifier
- Is Subtotal
- Print Group as Single Line
- Is Hidden
- Billable
- Automatically Calculate Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookRequired
- Transaction DateRequired
- SupplierRequired
- Bank AccountRequired
- Total AmountRequired
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- DescriptionRequired
- Quantity
- Item Price (Net)
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Exclusive Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookRequired
- Line Identifier
- NameRequired
- Is ActiveRequired
- Is PurchasedRequired
- Is SoldRequired
- Type of ItemRequired
- Show Prices as Tax InclusiveRequired
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- Total AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Display Name or IdentifierRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Display Name or IdentifierRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice IDRequired
- Display Name or IdentifierRequired
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Automate Xero: get inspired on the Zapier blog
Reckon One is an easy to use cloud accounting system built for every day small business owners who want a no fuss, simple and inexpensive solution. Easily add and remove modules such as payroll as your business needs them.
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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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