Getting TeamUp takings into Xero, FreeAgent or Sage: your options compared
TeamUp's help centre says it doesn't connect directly to accounting software like Xero, QuickBooks or Sage. So your takings need another route. Here are the three, with what each costs, how long it takes, and what it can't do.
The short version
| CSV by hand | Zapier or Make | Daily Takings for TeamUp | |
|---|---|---|---|
| Cost | Free, but your time | Free plans; Zapier paid plans from $19.99 a month, billed yearly. Check Make's site for its paid plans | £19 a month per location, after a 14-day free trial |
| Set-up | None | Build and test it yourself | Three steps |
| Daily takings by type and VAT | Yes, if you do the sums | No sales trigger to start from | Yes, each day |
| Refunds | By hand | By hand | A minus line on the day it happens |
| Member names in your accounts | Up to you | Up to how you build it | Never copied |
Zapier prices are in US dollars, as shown on Zapier's site on 9 November 2026.
Option 1: Export a CSV and enter it by hand
TeamUp's Transactions, Item Summary and Line Items reports can all be downloaded as CSV files. Item Summary is usually the quickest for totals by product.
Total the week's sales by type (memberships, classes, shop) and by VAT rate in a spreadsheet. Then post one entry in Xero, FreeAgent or Sage with a line for each.
Costs: nothing but time.
What breaks: it's the job that slips in a busy month. Splitting VAT by hand is easy to get wrong. Refunds need their own line.
Whatever you pick, also connect Stripe or GoCardless to your accounts. TeamUp suggests this itself. Those feeds handle the money arriving. They don't say what was sold.
Option 2: Zapier or Make
Zapier has a TeamUp app. Its triggers cover customers (created, updated), memberships (created, started, cancelled, completed, ended), class registration and attendance, classes ending, and referrals. Zapier also connects to Xero, FreeAgent and Sage Accounting.
What's missing is a trigger for a sale, a payment or the day's takings. So there's nothing clean to start a "post today's takings" automation from.
Make has no TeamUp app of its own. The "Teamup" app Make maintains is a different product, Teamup Calendar. There are community-built GoTeamUp apps on Make, made by other companies, and at least one of them is paid separately.
Costs (checked 9 November 2026):
- Zapier Free: 100 tasks a month, two-step zaps only.
- Zapier Professional: from $19.99 a month billed yearly, or $29.99 billed monthly, for 750 tasks.
- Make Free: 1,000 credits a month. Check Make's pricing page for paid plans.
When Zapier is the better choice:
- Member admin. Add new members to your email list, send a message when someone cancels, tag referrals. TeamUp's triggers are built for this.
- You already pay for Zapier and want TeamUp linked to several other apps, not just your accounts.
- You only need membership events in your accounts, like creating a contact for each new member. Zapier can do that.
Option 3: Daily Takings for TeamUp (we made this one)
We built Daily Takings for TeamUp because the CSV step is the one that slips. We're not neutral. It's built on TeamUp's open API by Support Labs, not by TeamUp. Here's what it does, from its page.
- Each day's TeamUp takings go to Xero, FreeAgent or Sage Accounting as one entry, marked paid.
- Split by memberships, classes, shop sales and VAT rate.
- Refunds show as minus lines on the day they happen.
- It only reads from TeamUp and never changes anything there.
- It never copies your members' names or emails.
Your Stripe or GoCardless payouts can then be matched against those entries.
Set-up: three steps. Connect TeamUp, connect your accounts, choose your income accounts. You need to be a TeamUp admin. You create a "Machine-to-Machine" token in TeamUp under Settings, Integrations, API Integration, and paste it in. The app stores it encrypted.
Costs: £19 a month for each TeamUp business (location), billed monthly by card, after a 14-day free trial.
What it doesn't do:
- It doesn't send each sale as its own invoice. It's one daily entry.
- It doesn't do member admin. Use Zapier for that.
- It doesn't replace your Stripe or GoCardless feed. You still want that for the money side.
How to pick
- Everyone: connect Stripe or GoCardless to your accounts.
- One small studio, not VAT-registered: a weekly CSV and one entry is fine.
- You want member admin automated: Zapier.
- You want daily takings in your accounts without doing the sums: try Daily Takings for TeamUp.
Ask your bookkeeper how they'd like takings posted before you start. They may already have a clearing account set up.
Sources
Checked 9 November 2026.
- TeamUp Help: Integrations on TeamUp (accounting software question)
- TeamUp Help: Reports you can download
- TeamUp Help: Triggers in Zapier
- Zapier: TeamUp integrations (trigger list)
- Zapier: FreeAgent and Xero
- Zapier: Sage Accounting and Xero
- Zapier pricing
- Make: Teamup (Teamup Calendar) app
- Make: community GoTeamUp apps
- Make: pricing (Free plan credits)
- Daily Takings for TeamUp
- Daily Takings for TeamUp terms (price and trial)
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