[V1.0]
Xero

Xero

Sync invoices, contacts, and payments between Agiled and Xero accounting.

Overview

Xero is one of the world's leading cloud accounting platforms. Connect it to Agiled and invoices, contacts, and payments flow between both systems automatically. Your accountant works in Xero with accurate data while your team manages clients, projects, and operations in Agiled.

Configure

  1. 1

    Authorize Xero. In Agiled, go to Settings > Apps, click Xero, and authorize with your Xero credentials.

  2. 2

    Map chart of accounts. Match Agiled income and expense categories to your Xero chart of accounts.

  3. 3

    Enable sync. Turn on automatic sync. Invoices, payments, and contacts flow between platforms.

What you can do

Invoice sync

Invoices created in Agiled appear in Xero automatically. Payments recorded in Xero update Agiled.

Contact sync

Client records stay consistent across both platforms. Add a contact in Agiled and it appears in Xero.

Payment reconciliation

Payments recorded in Xero flow back to Agiled, keeping invoice statuses accurate.

Multi-currency support

Invoice in multiple currencies with proper Xero currency handling and exchange rates.

Capabilities

Xero app features

Invoice push

Invoices in Agiled are created in Xero automatically.

Payment sync

Payments in Xero update invoice status in Agiled.

Contact mirroring

Contacts stay in sync between both platforms.

Account mapping

Map Agiled categories to Xero chart of accounts.

Tax rate mapping

Map Agiled tax settings to Xero tax rates.

Multi-currency

Handle multi-currency invoicing with proper Xero exchange rates.

FAQ

Xero FAQ

Yes. Bank feeds in Xero work as usual. Invoices synced from Agiled appear in Xero ready for bank feed reconciliation.

Yes. Expenses logged in Agiled can push to Xero with the correct account category.

The integration focuses on invoicing, contacts, and payments. Xero Payroll operates independently.

Data syncs within minutes of changes. For high-volume operations, a small delay is normal.

Connect Agiled to Xero

Sync invoices, payments, and contacts between Agiled and Xero for seamless accounting.

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