Invoices: Xero Integration Now Live!

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Xero Integration is Now Live!

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What Does This Integration Do?

  • Contact Sync – New or updated contacts in Xero will automatically sync to Clixio. If there is no first/last name (B2B), the business name will be used. Existing Clixio contacts with the same email or phone number will be updated with Xero details.

  • Invoices (One-Way Sync) – Create invoices in Clixio, and they will appear in Xero instantly. The name, number, taxes, and real-time payment statuses will all be kept in sync.

  • Tax Mapping – Match Clixio tax rates to Xero’s, including multi-component taxes, for accurate compliance and reporting.

  • Accounts Visibility – Only accounts with payments enabled (excluding bank accounts) are available for sync.

  • Go to a sub-account in Clixio.
  • Navigate to Settings → Integrations → Xero → Connect.
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  • Connect your organisation and select a chart of accounts.
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  • If the chart of accounts isn’t visible, enable payments in Xero Chart of Account settings (see the “Unable to find?” option).
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  • Map taxes to ensure accurate reporting – only matching tax rates can be mapped to each other.
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  • Inactivity Handling:
  • If there is no activity for 60 days, the integration will disconnect automatically, and you will receive an email.
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  • If an invoice fails to sync, you will receive an email alert.
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This integration removes duplicate work and errors in financial workflows. It ensures that your CRM and accounting systems remain fully in sync, saving time while maintaining accurate compliance and reporting.

➡️ Contact syncing with the ability to select which contact groups to import from Xero to Clixio.

➡️ Receipt syncing from Xero to Clixio.