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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):

When Zapier is the better choice:

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.

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:

How to pick

  1. Everyone: connect Stripe or GoCardless to your accounts.
  2. One small studio, not VAT-registered: a weekly CSV and one entry is fine.
  3. You want member admin automated: Zapier.
  4. 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.

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