The Xero integration syncs your invoices, customers (contacts in Xero), and expenses with Xero, so your billing in the platform stays aligned with your bookkeeping. Two-way sync keeps payment statuses up to date in both systems.

Connect

  1. Open Settings > Integrations.
  2. Find the Xero card and click Configure (or Connect).
  3. You are redirected to Xero's sign-in page.
  4. Sign in with the Xero account that owns the organisation you want to sync.
  5. Pick the Xero organisation to connect — Xero shows your full list if your account has access to multiple.
  6. Review and authorise the scopes Xero asks for — typically contacts, invoices, payments, and accounting transactions.
  7. You are redirected back to the platform. The Xero card now shows Connected with the Xero organisation name.

Configure what syncs

Click Manage on the Xero card to open the integration settings:

  • Contact (Customer) sync — map platform Clients to Xero Contacts. New clients can be auto-created in Xero, or matched by email / name to existing contacts.
  • Invoice sync — push platform invoices to Xero as Accounts Receivable invoices. Pick the default revenue account and the invoice status they should be created in (Draft, Awaiting Approval, or Authorised).
  • Service to account mapping — map your platform Services to Xero account codes so each line item posts to the right ledger account.
  • Tax rate mapping — pair platform tax rates with Xero's tax rates so VAT/GST is recorded correctly.
  • Payment sync — when a payment is recorded in Xero against an invoice, the corresponding receipt is added to the platform automatically; recording a receipt in the platform pushes a payment to Xero.
  • Sync frequency — real-time on save, with a background reconciliation to catch anything that drifted.

Test the connection

Click Test Connection in the integration settings. The platform makes a read-only call to Xero and reports any credential, scope, or organisation issues — fix them before the sync goes live.

Disconnect

  1. Open Settings > Integrations.
  2. Click Manage on the Xero card.
  3. Click Disconnect at the bottom.
  4. Confirm.

Disconnecting halts new data flowing in either direction; existing records on both sides stay in place. Reconnect any time to resume.

Tip: Xero limits API access per minute. If your firm has thousands of invoices to backfill, expect the initial sync to take some time — leave it to run and check progress in the integration settings page. Day-to-day operations are well within the rate limit.

Note: The Xero integration requires an active subscription plan that includes integrations. If the Xero card is missing from Settings > Integrations, check Settings > Billing to confirm your plan covers it.