Integration & Widget · 1 min read
Set Up the Xero Integration
The Xero integration syncs contacts and invoices with Xero to cut down on manual bookkeeping.
What syncs
- Contacts (Xero to your account): active Xero contacts are imported when you connect.
- Invoices (your account to Xero): invoices you create sync with their contact, line items, quantities, prices, taxes, and due dates. If no matching contact exists in Xero, one is created.
Connect Xero
- Go to Payments > Integrations or the App Marketplace and find Xero.
- Click Connect and sign in to Xero.
- Pick your organization and approve access.
- Map your accounts and save.
If your chart of accounts doesn't show
Some Xero accounts need to be enabled for payments before they appear.
- In Xero, select your organization and open Settings.
- Click Looking for advanced settings?, then Chart of accounts.
- Open the account you want to use, such as Prepayments, and click Edit.
- Turn on Enable payments to this account and save.
- Back in your account, refresh the Xero settings. The account now shows.