Autotask to Xero integration.

Setup is easy and fast easy and fast

Integration with Xero

Effortlessly integrate Autotask with Xero in just minutes and fully automate the transfer of invoices, purchase orders and payments from Autotask to Xero. Once configured, the process will automatically run according to your pricing plan.

Our intuitive setup wizard gets you running in less than 5 minutes. Need help? We offer free, unlimited onboarding support.

No need to log in each time you run billing. New invoices are detected and synced to Xero automatically, with zero manual effort.

Enjoy complete flexibility with no long-term contracts or vendor lock-in. We’re confident you’ll stay because you love our service.

All sensitive data is fully encrypted within our application, across both data and physical layers. We store only the minimum information necessary to operate, and actively remove outdated data from our platform. Our encryption practices comply with GDPR requirements.

Autotask to Xero Sync

Built for the Growing MSP.

Manage multiple Xero organizations from a single Autotask account without compromising brand identity. Whether you are integrating a new acquisition or managing international entities, Cloud Depot provides the scale to run all your support through one Autotask while keeping your finances perfectly partitioned into seperate Xero orgs.

Robust and fully-automated Autotask-to-Xero sync

Quick overview of our features

Invoices and Purchase Orders

We support Autotask Invoices and Purchase orders into Xero

Credit Notes

Handle negative Autotask invoices and adjustments automatically with Xero credit notes.

Products and Services

Complete Data Integrity. Sync products, inventory levels, and services perfectly every time.

Customers and Contacts

Automatically map to existing Xero contacts or create new ones.

Automatic syncing

Enjoy seamless automation with our 100% automated sync

No setup fees

We don’t charge any setup fees or onboarding fees

Autotask to Xero Tracking Categories

Advanced tracking category features

Full Tax Mapping

Taxes are no problem, we can support any tax region

Multi-Currency

Full multi-currency support in Autotask and Xero

Payments

Send payments back automatically from Xero into Autotask

Branding Themes

Branding theme mapping between Autotask and Xero

Multi-Xero Support

Run multiple companies from one Autotask account

Line-of-business

Run multiple companies using Line-of-business

Voided invoices sync

Automatically void Xero invoices

*Please note, not all features are available on all pricing plans. Please see our pricing for more information.

Need business logic that’s as unique as your operations?

Standard features are just the starting point. Our platform is engineered for flexibility, allowing us to build bespoke automations tailored to your specific workflow. Join over 50 leading MSPs who trust Cloud Depot to handle their most complex logic and high-volume requirements.

Once an Autotask PO reaches your preconfigured status, Cloud Depot automatically generates a corresponding Xero Purchase Order or Bill. You can easily customize the sync logic to ensure the right data reaches your accounts every time.

Cloud Depot monitors for new invoices in Autotask and delivers them to Xero automatically. By pairing this with our Recurring Payment Service (RPS), you can achieve true hands-off reconciliation as payments are processed and marked as paid in both systems simultaneously.

Our platform is built to scale with large MSPs. You can easily connect and manage multiple Xero organizations from a single Autotask account. This is ideal for international operations or companies growing through acquisitions that need to run custom business logic across different entities.

Get Ready to Grow with Cloud Depot
Power Up Your Business with Cloud Depot

Automate your workflow by integrating Autotask with Xero. Cloud Depot saves you hours every month, eliminates manual entry errors, and ensures invoices created in Autotask are instantly delivered to Xero.

14YEARS HELPING OUR CUSTOMERS

No long-term contracts
81%
No vendor lock-in
72%
No hidden fees
89%
No setup fees
57%

What are people saying about Cloud Depot?

Graeme

Xero Review
We've been using CloudDepot for about 5 years now. It only dawned on me how much of a nightmare it used to be coordinating/copying transactions from one to the other. Without doubt, this saves me a day a month.

Reffi

Xero Review
We used a different service that was completely overpriced. So glad we found MAT/CloudDepot to help us get our Autotask invoices into Xero and back.

AP Team

Xero Review
Our MSP sync’s 350+ invoices every month through two Xero organisations in two different countries using a single Autotask account.

Alastair

Xero Review
Massively streamlines billing & invoicing. Highly recommended!

Tim

Google Review
The increased productivity, automatation and features gained by implementing Cloud Depot has been a godsend for our team, but also for our clients which has also allowed us to implement a secure payment portal, as well the ability for us to increase the automation of our client onboarding processes