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Clever Ops - AI Business Automation Australia
SimPRO + Xero

Stop Copying Data Between SimPRO and Xero - Automate It

Sync data between SimPRO and Xero automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week
Saved weekly
12+
Years experience
9+
SimPRO fields
One-way
Sync direction

Why Connect SimPRO to Xero?

Reporting across SimPRO and Xero requires painful manual exports and spreadsheet merges

Site crews rely on SimPRO while the office uses Xero, so neither team sees the full picture until end of day

Xero adds complexity: advanced reporting and custom financial reports are limited on lower plans - detailed management reporting often requires exporting to spreadsheets

Invoice and payment data is re-entered between SimPRO and Xero manually, doubling the work and risking GST errors at month-end

Manually copying data between SimPRO and Xero wastes hours every week that could be spent on revenue-generating work

New team members take longer to onboard because they must learn manual workarounds to keep SimPRO and Xero aligned

No single source of truth when invoices live in two disconnected tools, so staff second-guess which system has the correct information

How We Help

For Trades & Construction and Manufacturing businesses across Australia, the disconnect between SimPRO and Xero is a daily frustration. Our custom integration bridges your industry tools and accounting & finance systems, ensuring jobs and quotes flow seamlessly without manual intervention. On the technical side, SimPRO uses a REST API with OAuth authentication, and Xero authenticates via OAuth, which our team handles as part of the build.

Unlock Xero Value

Xero stands out because australian-first design means GST, BAS, and Single Touch Payroll are built in rather than bolted on as afterthoughts. Integrating it with SimPRO means your team gets this benefit with complete, accurate data flowing in automatically.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses SimPRO and Xero. Custom field mappings, business rules, and error handling included.

Faster Invoicing, Fewer Errors

Invoices flow between SimPRO and Xero automatically with correct line items, GST rates, and payment terms. Month-end closes become predictable, and reconciliation discrepancies disappear.

Real-Time Visibility Across Teams

When a record updates in SimPRO, every team member working in Xero sees the change instantly. No lag, no stale dashboards, no conflicting reports.

SimPRO to Xero Use Cases

1

Auto-generate Xero invoices from SimPRO

When jobs are completed in SimPRO, an invoice is automatically created in Xero with the correct contact, line items, GST rates, and payment terms. Eliminates the delay between finishing work and sending the invoice.

2

Scheduled reconciliation between SimPRO and Xero

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

3

Automated error handling and retry for SimPRO/Xero sync

When a sync between SimPRO and Xero fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between SimPRO and Xero

SimPROXeroNotes
SimPRO Invoices -> IDXero Invoices -> InvoiceIDUnique identifier stored as cross-reference for record linking
SimPRO Invoices -> TotalXero Invoices -> TotalTransaction data validated against both platforms before write
SimPRO Invoices -> StatusXero Invoices -> StatusStatus values mapped between each platform terminology
SimPRO Owner/AssigneeXero Owner/AssigneeRecord ownership mapped between platforms using email address as the matching key
SimPRO TimestampsXero Audit LogCreated and modified timestamps preserved for sync conflict resolution and compliance
SimPRO Record IDsXero External ReferencesCross-reference identifiers stored on both records for bidirectional lookups and deduplication
SimPRO Purchase-ordersXero Custom FieldsPurchase-orders data from SimPRO stored in Xero custom fields for reference
SimPRO JobsXero Custom FieldsJobs data from SimPRO stored in Xero custom fields for reference
SimPRO QuotesXero Custom FieldsQuotes data from SimPRO stored in Xero custom fields for reference
SimPRO InvoicesXero InvoicesInvoices records synchronised when created or updated in either platform

SimPRO + Xero Integration FAQ

Yes. We have built integrations for Trades & Construction businesses that rely on both SimPRO and Xero. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in SimPRO or user-defined fields in Xero, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

Most SimPRO to Xero integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Our integrations include retry logic and error queuing. If Xero is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, using OAuth 2.0 authentication with scoped permissions, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting, pagination, and queuing to ensure reliable performance at any scale.

Ready to Connect SimPRO to Xero?

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