End-to-end synchronicity of your ERP, bank and payments provider data.

  1. To add Xero, go to Sources > Integrations in the dashboard.
  2. Select Add integration and choose Xero.
  3. Follow the steps to connect your account. With Xero you need to select the business entity you want to map the Xero account to.
  4. Now the connection will be set up 🎉 Then we will start pulling in your customer, invoice, vendor and bill data, and automatically reconciling transactions.
  5. 📘

    Bank account mapping

    Before you can write data back to Xero, there is a final step to map your bank accounts to those in the Payable platform. An integration engineer will support with this, just come prepared by knowing how the accounts relate.

Your unreconciled data will then be pulled into Payable, and you bank and payments provider data can then be automated matched to invoices, bills and allocated to you Chart of Accounts in real time.

Glossary of terms - Xero | Payable

The terminology varies by platform, so here is a mapping of key terms.

CustomersClient accounts
InvoicesExpected payments
Chart of AccountsCategory

Frequency of data syncing

It can take up to an hour for data to be pulled through from Xero, but posting back invoice and bill payments from Payable is almost instant.