What’s New?
Xero integration is Now Live!
What this integration does?
- Contact Sync –All Existing, New contacts in Xero auto-sync to Platform during initial connection as well as on an ongoing basis. If no first/last name exists within a contact name under user details, contact name is used to update details in Platform. Existing Platform contacts with the same email/phone are updated with Xero details.
[Future addition on this (12 Sep) : Contact syncing with ability to select which contact groups to import from Xero → Platform - Currently all contacts (including suppliers etc) within Xero are synced ]
- Invoices (One-Way Sync)– Create invoices in Platform → they appear in Xero instantly, with name, number, taxes, and real-time payment statuses kept in sync.
- Tax Mapping –Match Platform tax rates with Xero’s (even multi-component taxes) for accurate compliance and reporting.
- Accounts Visibility –Only accounts with payments enabled (excluding Bank Accounts) are available for sync.
How to Use?
- Go to a account in the Platform.
- Navigate to Settings → Integrations → Xero → Connect.
- Enter your credentials.
- Connect your organization and select a chart of accounts.
- If chart of accounts isn’t visible, enable payments in Xero Chart of account settings (see “Unable to find?” option).
- Map taxes to ensure accurate reporting - Only matching tax rates can be mapped to each other
- Inactivity handling:
- If no activity for 60 days → integration disconnects automatically and you’ll receive an email.
- If an invoice fails to sync → you’ll receive an email alert.
To remove duplicate work and errors in financial workflows. This ensures your CRM and accounting remain fully in sync, saving time while keeping compliance and reporting accurate.
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