How to Integrate Xero - Help Center - SyncSpider
TABLE OF CONTENTS
- Description
- Entities
- Steps
- Step 1. Creating a Task
- Step 2. Enter Name and Description
- Step 3. Adding Credentials
- Step 4. Logging in to Xero
Description
Xero is the most efficient way to manage your staff their payruns, timesheets and pensions. Employees can enter timesheets, request leave and submit expense claims from their web browser or from our market leading mobile app - reducing the time you spend on admin. Your payroll information is seamlessly updated into your accounts, eliminating the need for manual data entry and ensuring you've got a live view of cashflow.
Entities
Source | Target |
|---|---|
Send Accounts | Add Accounts |
Send Contacts | Add Contacts |
Send Contact Groups | Add Contact Groups |
Send Employees | Add Employees |
Send Items | Add Items |
Send Purchase Orders | Add Purchase Orders |
Send Tracking Categories | Add Tracking Categories |
Send Invoices | Add Invoices |
Send Quotes | Add Quotes |
Send Payments | Add Payments |
Steps
Step 1. Creating a Task
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar.
Step 2. Enter Name and Description
Enter the Name of the Integration.
You can optionally also enter a description.
Step 3. Adding Credentials
You will be prompted for the Log In.
Step 4. Logging in to Xero
Proceed to Login button, a new tab or window will pop up prompting to enter your login credentials.
Xero is just one of the tools we support!
To check the list of the tools and features we support please click here!
If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list
We develop integrations based on the requests and up-votes
We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!
Updated on: 22/09/2026
Thank you!