> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/integrations/accounting-system/xero.md).

# Xero

Connect OrderEazi to Xero, and choose which documents, contacts, products, and payments sync.

Recapturing every invoice and bill in Xero takes hours, and a typo in one can take longer to find. OrderEazi connects to your Xero organisation, sends your documents across as you create them, and brings back your contacts, items, payments, and supplier costs.

### Before you start

* **Permission:** You'll need the **Accounting System** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.
* **A Xero app:** You'll need a **Xero Client ID** and **Xero Client Secret**, from an app set up in Xero's developer portal. Speak to your OrderEazi representative if you need help with this.
* **Accounting System:** Choose **Xero** and save it, with **Financial Importer** and **Financial Exporter** ticked. See [Accounting System](/central/order-management/integrations/accounting-system.md).

### How to connect Xero

1. In the main menu, go to **Integrations** > **Accounting System**.
2. Under **Configure Xero**, enter the **Xero Client ID** and **Xero Client Secret**.
3. Select **Save**.
4. Under **Authorize Xero Connection**, select **Authorize Now**.
5. Sign in to Xero.
6. If your Xero login can see several organisations, choose one under **Choose a Xero organisation**.
7. Select **Connect this organisation**.

You see "Xero connected to" and your organisation's name. The status shows "Connected to" your organisation. Once saved, the secret isn't shown again. Leave it blank to keep it.

If the status says "Reconnect required", select **Authorize Now** again. To disconnect, select **DeAuthorize** under **DeAuthorize Xero Connection**.

### What syncs

Turn on what you need under **Synchronisation Settings**, then select **Save**.

| What                  | In Xero                                        | Switch                                                                                                    |
| --------------------- | ---------------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| Tax Invoices          | Sales invoices, with the status you choose     | **Tax Invoice Exporter**                                                                                  |
| Credit Notes          | Sales credit notes, allocated to their invoice | **Customer Credit Note Exporter**                                                                         |
| Purchase Orders       | Purchase orders, with the status you choose    | **Purchase Order Exporter**                                                                               |
| Supplier Invoices     | Draft bills                                    | **Supplier Invoice Exporter**                                                                             |
| Supplier Returns      | Draft supplier credit notes                    | **Supplier Return Exporter**                                                                              |
| Clients and suppliers | Contacts                                       | **Customer Importer** and **Supplier Importer**, both on                                                  |
| Products              | Items                                          | **Inventory Importer**                                                                                    |
| Payments              | Payments and allocations                       | **Customer Payment & Payment Allocation Importer** and **Supplier Payment & Payment Allocation Importer** |
| Supplier costs        | Product costs, from paid or approved bills     | **Cost Price Importer**                                                                                   |

On the Enterprise licence, **Stock Level Adjustment Exporter** sends stock adjustments. **Send Disposals** sends disposals, and only works while **Stock Level Adjustment Exporter** is on. **Sync Customer Balances** updates client balances twice a day.

### Settings for your documents

* **Default Tax Settings:** The **Customer Tax Rate** and **Supplier Tax Rate** for lines with no tax rate of their own.
* **Tracking Categories:** Tick **Enable Sales Rep Category** or **Enable Project Number Category** to tag documents in Xero with the rep or project number.
* **Document Status Settings:** The status new invoices and Purchase Orders get in Xero, such as draft or approved. **Reference Field Order** sets the order of the project number, document number, and reference in Xero's reference field.
* **Default Account Settings:** The accounts that stock and service lines post to.

**Example:** You choose **Tax Invoice Status** "AUTHORISED" and tick **Enable Project Number Category**. A rep creates a Tax Invoice on PRO004512. A few minutes later it's in Xero as an approved invoice, tagged with PRO004512, and the document in OrderEazi shows Xero's invoice number.

### When syncing happens

OrderEazi sends documents every 5 minutes, and brings records in every hour. Nothing syncs overnight, between 20:00 and 05:00 UTC.

> **Warning:** Making a client or supplier inactive in OrderEazi archives its contact in Xero.

If Xero refuses a document, the reason shows under it on the project. See [Xero Sync Errors](/central/order-management/integrations/accounting-system/xero/xero-sync-errors.md). Select **Sync log** at the top of the Xero settings to see the last 30 days of syncs.

### Related pages

* [Xero Sync Errors](/central/order-management/integrations/accounting-system/xero/xero-sync-errors.md): fix documents Xero refused
* [Accounting System](/central/order-management/integrations/accounting-system.md): choose your system and the main switches