Xero
Import accounting records from Xero and export invoices, payments, credits, expenses and bills.
Overview
Bring contacts, items, sales invoices, and payments from Xero into Agiled. Preview and export issued, unpaid invoices, recorded payments, credit notes and applications, paid expenses, and unpaid supplier bills. Set company-specific currency and accounting mappings, then opt into automatic imports or new eligible invoice exports.
Configure
- 1
Connect Xero. Open Settings > Apps, choose Xero, and authorize access to the intended accounting company.
- 2
Check your company. Choose the intended organisation when Xero offers several companies. Changing companies clears mapping defaults; review them before exporting again.
- 3
Review accounting settings. Choose import resources and dates, map invoice taxes and the revenue account, and review the export currency preference.
What you can do
Invoice imports
Bring sales invoices from Xero into Agiled.
Client records
Import Xero contacts as Agiled accounts.
Product catalog
Import products and services from your Xero item catalog.
Reviewed accounting exports
Preview the company, customer, currency, taxes and total before exporting an issued, unpaid invoice.
Capabilities
Xero app features
Sales invoice import
Import sales invoices from Xero in their transaction currency. Supplier bills are excluded from sales invoice imports.
Payment import
Bring recorded invoice payments from Xero into Agiled.
Source or company base currency
Keep the invoice currency or convert the accounting copy to company base currency. Agiled keeps the original client invoice unchanged.
Payments, credits, expenses and bills
Export recorded payments and credit applications against linked documents. Keep paid expenses and unpaid supplier bills separate, with explicit supplier, account, tax and payment details.
Optional automatic sync
Separate opt-ins check imports and new eligible invoice exports every 15 minutes. Saved customer and accounting mappings are required; review missing mappings or rates in run history.
FAQ
Xero FAQ
Yes. Preview issued, unpaid invoices before export. Completed payments require a verified invoice link and bank or clearing account. Credit notes and existing credit applications export separately. Approved expenses can export as paid expenses with actual payment details or unpaid supplier bills with a due date. These workflows require account and tax mappings; payment, credit and expense exports are reviewed manually.
Imports include existing sales invoices. Select resources and limit invoice and payment imports by date. Review a small sample before using a broad import.
Edit them in Xero. A later sync can overwrite changes made to linked records in Agiled.
Keep the original currency when the company supports it, or convert the accounting copy to company base currency while Agiled retains the original invoice. When source and base currencies differ, both modes require an explicit invoice-date rate and its source, entered as base currency per unit of source currency. Different-currency receipts use actual bank proceeds and require settlement review; invoice-date rates do not settle payment-date exchange differences.
Choose Draft or Authorised invoice status. Authorised posts the invoice. Credit notes and supplier bills have separate status settings. Export does not email the client.
Reconnect Xero and approve access to invoices, payments and bank transactions. Confirm the intended organisation before retrying.
Disconnecting stops further syncs. Records already imported into Agiled remain available.
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Connect Xero to Agiled
Bring your accounting records into your client workspace.