Integration Of Xero with Invoicera

Xero Integration – Two-Way Synchronization

Xero integration works on a two-way synchronization model, which means data can be seamlessly imported from Xero into the Invoicera as well as exported from the Invoicera to Xero. This ensures that information remains consistent and up to date across both platforms.

With two-way synchronization enabled, any eligible data created or updated in either system can be synchronized to the other, reducing the need for manual data entry and minimizing the risk of discrepancies.

Data synchronized includes:

Customers / Contacts

Products and Services

Invoices

Purchase orders

Taxes

This integration helps streamline accounting workflows, improves data accuracy, and allows users to manage invoicing and accounting operations efficiently from both systems.

Steps to Follow: -

Step 1. Log in to the application using valid credentials.

Step 2. Click on Apps & Integrations from the dropdown menu.

Step 3. Click the Activate button displayed at the top-right corner of the Xero widget.

Step 4. You will be redirected to the Xero screen. Click the Activate button.

Step 5. A confirmation pop-up will appear. Click OK.

Step 6. The Xero Settings pop-up will appear, containing the Client ID, Client Secret Key, and Redirect URI.

Step 7. Select Xero from the dropdown menu.

Step 8. Click the Connect to Xero button.

Step 9. Click Allow Access to authorize the connection.

Step 10. After successful validation, a confirmation message will appear on the screen: “Connected to Xero”, displaying the Organization Name with Status = Active.

Updated on: 06/01/2026