Hi.
I need help with creating acuity and Xero link to post and create an invoice in xero when a booking is made in acuity.
Hello @Alan_Oakes , welcome to make.com community, I have worked and have experience with Make.com and l will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here, for my pastworks and certifications
Hello @Alan_Oakes , I see that you need Acuity Scheduling connected to Xero so an invoice is automatically created in Xero whenever a booking is made in Acuity.
I can set this up so bookings trigger invoice creation with the correct customer details, services, amounts, and taxes fully automated and reliable.
I’ve built similar scheduling-to-accounting automations where accuracy matters, especially around duplicate customers, tax handling, and failed syncs.
Here’s how I’d approach it: I’ll map the Acuity booking data to Xero invoice fields, handle customer creation or matching, apply the right tax rules, and test edge cases to ensure everything posts correctly.
If this sounds like what you’re looking for, I’m happy to jump on a quick call and get this implemented. schedule a call with me here to discuss this further.
Hi there,
Yes, I can help you set this up.
I’ll connect Acuity to Xero so that whenever a booking is made in Acuity, an invoice is automatically created and posted in Xero with the correct customer details, services, and amounts. This can be handled via native integrations or automation tools like Make or Zapier, depending on your setup.
Feel free to share more details about your Acuity and Xero accounts, or contact me directly so we can proceed quickly.
Email: fopefoluwaakinola@gmail.com
Best regards,
Fopefoluwa
Hi Alans,
Yes, I can help with that. I’ll connect Acuity Scheduling to Xero so that whenever a booking is made in Acuity, an invoice is automatically created in Xero with the client and service details. Let’s get started 
.
Let chat more better here and we get the work started
+234904 684 2148
Hey @Alan_Oakes,
Would love to help you integrate Xero with Acuity. I run an automation studio called Automation Jinn where we help companies automate their processes and increase efficiency.
I am a Make advanced certified with a background in computer science so quite comfortable in integrating API and custom code. Would love to talk more about the project 
Happy to also jump on a call if it’s easier.
Cheers,
Sparsh
Founder
Automation Jinn
Hi Alan,
I am Folafoluwa Olaneye, an automation expert with hands on experience building Make.com integrations between booking platforms and accounting systems.
I have implemented automations that trigger on Acuity bookings and automatically create or post invoices in Xero, including customer matching, line item mapping, tax handling, and error safe logic to avoid duplicates.
I will attach my website portfolio where you can view screenshots and examples of similar Make.com automations I have built.
If you would like, we can book a quick call to walk through your setup, or continue the discussion privately on Fiverr, whichever is easier for you.
Best regards,
Folafoluwa Olaneye
Thanks for reaching out.
Before I follow up, I just want to sense-check a few things as this project involves UK client financial data and live systems.
Could you briefly confirm:
-
Your experience integrating Xero and Acuity via Make (a short example is fine).
-
Your approach to GDPR and handling sensitive financial data in automations.
-
How you typically handle access to client systems (Xero, Acuity, Make).
-
Whether you’re comfortable working with client-owned connections, NDAs, and access being revoked post-delivery.
-
How you normally document and hand over Make scenarios.
No need for long answers. Bullet points are perfect.
Thanks,
Alan
Hey Alan,
Happy to clarify:
-
Xero + Acuity via Make Experience: Built invoice reconciliation system: Acuity bookings → extract payment data → create/update Xero invoices → sync customer records. Handled multiple payment methods and tax codes.
-
GDPR + Sensitive Data:
- No data stored outside client systems (everything flows through Make, nothing persisted on my end)
- Use secure credential management (never hardcode API keys)
- Delete test data immediately after completion
- Happy to sign DPA (Data Processing Agreement) if required
- Access to Client Systems:
- You grant temporary access via shared credentials or invite-only access
- I work within your Make account (not mine) so you retain full control
- All API connections stay in your environment
- Client-Owned Connections + NDAs:
- Absolutely comfortable with this it’s best practice
- Happy to sign NDA before starting
- Expect access to be revoked post-delivery (standard)
- Documentation + Handover:
- Detailed scenario documentation (what each module does, error handling logic)
- Annotated screenshots of key workflows
- Video walkthrough if needed
- 30-day post-delivery support for questions
Let me know if you need anything else.
Best,
Taiwo
Hi Alan — hope it’s okay to add some context from my side as well.
I’ve worked on several Make automations involving Xero and transactional systems, so I thought it mi
ght help to briefly share how I usually approach setups like this.
• Xero integrations via Make
– Creating invoices and contacts from external systems (e.g. Shopify, bookings)
– Passing validated customer and transaction data only when required
– Adding safeguards before any financial write actions
• Data protection and GDPR
– Minimal data flow between modules
– No long-term storage of financial data outside client-owned platforms
– Scenarios designed to avoid retaining sensitive logs
• Access and security
– Prefer client-owned connections for Xero and Make
– Comfortable with NDAs and temporary access
– All access can be revoked immediately after delivery
• Documentation and handover
– Clear module naming and inline notes
– Short handover doc explaining triggers, logic, and maintenance
– Optional walkthrough if required
I’ve attached a screenshot below showing a Xero automation triggered from Shopify via Make, shared purely for context with no sensitive data exposed.
Happy to step back if not needed — just wanted to contribute constructively.
Best regards
Folafoluwa Olaneye
Hi Alan,
This is definitely something I can help you with. I work alot with Make integrations.
Should be a pretty clean setup once the modules are configured properly.
Let me know if you want to chat about getting this sorted for you.
You can reach out to me on my email here
Colin