Connect Xero with Everything
Stop manual data entry between Xero and your other business systems. We create seamless integrations that save hours daily and eliminate errors. Real-time sync, automated workflows, perfect books. Whether you need to connect your CRM, e-commerce platform, job management system, or build custom AI-powered financial tools, our Xero integration expertise ensures your accounting data flows exactly where it needs to go. We handle the complexity of OAuth authentication, webhook configurations, and data transformation so you can focus on running your business.
Why Integrate Xero with Your Business Systems?
Save 10+ Hours Weekly
Eliminate manual data entry between systems. Everything flows automatically into Xero, perfectly categorized. Your team can focus on analysis and strategy instead of copying data between screens. Invoices, payments, and expenses sync in real-time without human intervention.
100% Accurate Books
No more human errors, missed transactions, or reconciliation headaches. Your books are always perfect. Automated validation rules catch discrepancies before they become problems. Bank feeds, sales data, and expenses all reconcile automatically with audit trails for every transaction.
Real-Time Insights
See your true financial position instantly. Make better decisions with up-to-date data from all systems. Custom dashboards pull live data from Xero combined with your CRM, inventory, and operations systems. Know your cash position, receivables aging, and profitability at any moment.
Popular Xero Integration Solutions
Connect Xero with your entire business ecosystem
Xero + CRM Integration
Sync customers, invoices, and payments between Xero and your CRM. When a deal closes in your CRM, an invoice is automatically created in Xero. Payment status flows back to update your sales pipeline.
- Real-time customer data sync via ContactID matching
- Automated invoice creation from won deals
- Payment tracking updates CRM deal status
- Customer credit limits visible in both systems
Xero + Inventory Management
Connect stock levels with accounting for accurate financials. Every sale updates inventory quantities and COGS. Purchase orders sync automatically when stock hits reorder points.
- Automatic COGS updates using Xero TrackingCategories
- Stock valuation syncs to balance sheet
- Purchase order sync with supplier invoices
- Multi-location inventory tracking
Xero + E-commerce
Sync online sales directly to your Xero accounts. Every Shopify, WooCommerce, or BigCommerce order creates proper invoices with correct tax handling and fee reconciliation.
- Automatic sales invoices with LineItems detail
- GST/Tax calculation matching Xero tax rates
- Multi-channel reconciliation for Stripe, PayPal fees
- Refund and credit note automation
Xero + Payroll Systems
Streamline payroll processing and journal entries. Timesheet data from Deputy or KeyPay flows to payroll, and resulting wages journals post automatically to Xero with correct account codes.
- Automated journal entries with correct coding
- Leave liability tracking and accruals
- Superannuation calculations and payments
- STP compliance data synchronization
Systems We Connect with Xero
Plus 100+ more systems - if you use it, we can integrate it with Xero
How Xero Integration Works
Connect Your Systems
We securely connect Xero with your other business applications using official APIs and best practices.
Map Your Data
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Automate Forever
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Data Flow Architecture
Here's how data flows between Xero and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Source System │ │ Integration │ │ Xero │
│ (CRM/E-comm) │────▶│ Engine │────▶│ Accounting │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Data Transform │ │
│ │ • Field mapping │ │
│ │ • Tax codes │ │
│ │ • Account codes │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│ Webhook │ │ Validation │ │ Webhooks │
│ Events │ │ & Logging │ │ (notify) │
└─────────┘ └─────────────┘ └──────────┘
Example: Shopify Order → Invoice Creation
═══════════════════════════════════════════════
1. Shopify fires order.paid webhook
2. Engine receives order with line items, customer, payment
3. Transform maps Shopify customer → Xero Contact (by email)
4. Transform maps products → Xero LineItems with tax codes
5. Engine calls POST /api.xro/2.0/Invoices
6. Xero returns InvoiceID, marks as AUTHORISED
7. Engine logs success, updates Shopify order tagsCommon Field Mappings
| Source Field | Target Field | Notes |
|---|---|---|
| customer.email | Contact.EmailAddress | Primary matching field for existing contacts |
| customer.first_name | Contact.FirstName | Used when creating new contacts |
| customer.last_name | Contact.LastName | Used when creating new contacts |
| customer.company | Contact.Name | Business name for B2B customers |
| order.line_items[].title | LineItem.Description | Product name and variant |
| order.line_items[].quantity | LineItem.Quantity | Integer quantity |
| order.line_items[].price | LineItem.UnitAmount | Excluding tax if prices include tax |
| order.line_items[].sku | LineItem.ItemCode | Maps to Xero inventory item |
| order.tax_lines[].rate | LineItem.TaxType | OUTPUT2 for 10% GST, EXEMPTOUTPUT for GST-free |
| order.total_price | Invoice.Total | Validation check - must match calculated total |
| order.created_at | Invoice.Date | Order date as invoice date |
| order.id | Invoice.Reference | Order number for cross-reference |
Example API Response
Sample data structure when syncing from Xero:
// Xero Invoice Response (from POST /api.xro/2.0/Invoices)
{
"Invoices": [{
"InvoiceID": "a]f3e9c2-8b4d-4f6a-9c1e-2d3f4a5b6c7d",
"InvoiceNumber": "INV-0042",
"Type": "ACCREC",
"Status": "AUTHORISED",
"Contact": {
"ContactID": "b2c3d4e5-6f7a-8b9c-0d1e-2f3a4b5c6d7e",
"Name": "Smith Enterprises Pty Ltd",
"EmailAddress": "accounts@smithenterprises.com.au"
},
"Date": "/Date(1699488000000+0000)/",
"DueDate": "/Date(1702080000000+0000)/",
"LineItems": [{
"Description": "Professional Services - November 2024",
"Quantity": 10.0,
"UnitAmount": 150.00,
"TaxType": "OUTPUT2",
"TaxAmount": 150.00,
"LineAmount": 1500.00,
"AccountCode": "200"
}],
"SubTotal": 1500.00,
"TotalTax": 150.00,
"Total": 1650.00,
"AmountDue": 1650.00,
"AmountPaid": 0.00,
"CurrencyCode": "AUD"
}]
}AI & Custom Integration Examples
Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Xero data.
AI Financial Assistant Chatbot
Build a conversational AI that answers questions like "What's our accounts receivable this month?" or "Show me overdue invoices over $5,000". The chatbot queries Xero in real-time and presents data in natural language, perfect for executives who need quick insights without logging into Xero.
Custom Financial Dashboard
Create a branded client portal or internal dashboard that combines Xero financial data with your CRM pipeline, project status, and operational metrics. See cash flow forecast alongside sales pipeline, or profitability per client pulled from both systems. Real-time updates via Xero webhooks.
Automated Invoice Follow-up Agent
An AI agent that monitors overdue invoices in Xero and automatically sends personalized follow-up emails based on customer history, invoice age, and relationship data from your CRM. Escalates to human review for VIP clients or disputed amounts.
Voice-Enabled Expense Reporting
Staff submit expenses by voice - "I spent $45.50 on client lunch at Cafe Milano today". AI transcribes, categorizes using your Xero chart of accounts, attaches to the correct contact, and creates a draft bill ready for approval. Integrates with receipt scanning.
Predictive Cash Flow Tool
AI analyzes historical Xero data - payment patterns, seasonal trends, invoice aging - to predict cash position 30/60/90 days out. Alerts you to potential shortfalls before they happen. Factors in scheduled payments, recurring invoices, and known upcoming expenses.
Smart Reconciliation Assistant
AI matches bank transactions to Xero invoices and bills using pattern recognition beyond simple amount matching. Learns from your corrections, suggests account codes based on vendor names, and flags unusual transactions for review.
Integration Prerequisites
Before starting your Xero integration, ensure you have:
- Xero subscription with API access (available on all paid plans - Starter, Standard, or Premium)
- Xero user account with Advisor or Standard role (Standard users need invoice/bill permissions enabled)
- OAuth 2.0 consent - you'll authorize our integration app to access your Xero organization
- Chart of Accounts configured with the account codes you want invoices and bills posted to
- Tax rates set up correctly (standard GST, GST-free, and any special rates your business uses)
- Contacts in Xero should have email addresses populated for reliable matching from other systems
- For inventory integrations: Items set up in Xero with correct SKUs matching your e-commerce/POS
- Source system (CRM, e-commerce, etc.) API access with appropriate permissions
- Clear mapping requirements: which data goes where, how duplicates should be handled
Common Issues & Solutions
Invoice creation fails with "Account code is required"
Duplicate contacts being created
Tax amounts not calculating correctly
API rate limit errors (429 Too Many Requests)
OAuth token expired or invalid
Webhook events not being received
Real Results from Xero Integration
“Connecting ServiceM8 with Xero eliminated 15 hours of weekly data entry. Jobs flow straight to invoices with all line items and GST correctly mapped. Payments reconcile automatically when customers pay online. Complete game changer for our admin team.”
Plumbing Services Company
Trades, Melbourne
“Our Shopify store now syncs perfectly with Xero. Every sale creates an invoice, Stripe fees are tracked separately, and refunds automatically generate credit notes. Monthly reconciliation went from two days to about ten minutes of review.”
E-commerce Retailer
Retail, Sydney
Frequently Asked Questions
How long does Xero integration take to implement?
What systems can integrate with Xero?
Is Xero integration secure for financial data?
How do you handle Xero API rate limits?
Can you integrate with Xero Practice Manager?
What happens if Xero changes their API?
Ready to Connect Xero with Everything?
Join hundreds of businesses saving hours weekly with Xero integration
Related Integrations & Solutions
MYOB Integration
Automate Your MYOB Workflows
QuickBooks Integration
Supercharge Your QuickBooks
ServiceM8 Integration
Supercharge Your ServiceM8
Shopify Integration
Automate Your Shopify Store
HubSpot Integration
Unlock the Full Power of HubSpot
All Integrations
Browse all integration options