Xero integration for the systems you already use.

Signs Xero needs joining up

• Someone spends hours each week typing sales, invoices or payments into Xero.
• Payouts arrive as one lump in the bank, and reconciling them takes days.
• An app from the Xero App Store gets you most of the way, but not all of it.
• Customer details differ between Xero and the system your team works in.
• Three or four tools each have their own partial link to Xero.
• A connection stopped working months ago, and nobody noticed until the accountant asked.

What you get

• Passed across, not retyped

  Invoices, payments, contacts and items move between Xero and your other systems on their own.

• Your rules

  Which account codes, tax rates and tracking categories each entry uses, set the way your accountant wants.

• Told when it fails

  If Xero rejects something or the other system is down, it is logged and someone is told, instead of leaving a quiet gap.

• A record of what moved

  What was sent, when, and what Xero did with it, so any query can be traced.

• More than two systems

  A shop, a payment provider, a CRM and a booking system can all feed one Xero organisation.

• Looked after

  When Xero or the other system changes, we update the connector.

How it works

1. A short paid review

   We look at your Xero setup, the systems around it and any apps you already use, and tell you whether an app will do or a connector is worth building.

2. A fixed price for the build

   You get the scope and a fixed price in writing. If you go ahead, what you paid for the review counts towards it.

3. Built in stages, tested first

   We test against Xero's demo company, then run it beside your usual process until the figures match.

4. Support afterwards

   We host it, watch it and update it when something changes, with an agreed amount of small changes each month.

Systems we have joined up

We have not published a Xero connector case study yet. The closest real work is below: one system driving another on its own, and card payments taken inside software we built.

• AutomationChurch of ScotlandA booking calendar that drives a hall's heating, and checks itself through the day.
• AppClass booking systemClasses booked and paid for by card, with what has been taken shown to staff.
• AppTipBopTips paid by card on a phone, then paid on to each worker's own account.

Common Xero connections

• ConnectionStripe and XeroEach payout split into sales, fees and refunds, so the bank line reconciles.
• ConnectionShopify and XeroOrders, payouts and stock kept in step with your accounts.
• ConnectionHubSpot and XeroA won deal becomes an invoice, and a customer is the same customer in both.

Using something else? Most systems that let other software read and write their data can be joined to Xero. Ask, and the review tells you.

Questions