Accounting & HR

Set up Xero (accounting)

Connect Xero to make the organisation's accounting searchable — contacts, invoices, credit notes, payments, bank transactions and the chart of accounts become situated facts with exact rollups, so “who owes us what” answers from the books themselves. Read-only — nothing is ever written back.

Before you start

• The credential is your own Xero app — a Client ID, a Client secret and a refresh token.
• At developer.xero.com create a Web app; note its Client ID, then generate a Client secret (My Apps → your app → Configuration → Generate a secret).

Mint the refresh token

Mint a refresh token once against the app above, with the offline_access and accounting read scopes. Xero replaces the refresh token on EVERY renewal and the source stores the fresh one automatically — never share one refresh token between two systems: whichever renews first invalidates the other.

1. Documents → Xero, paste the Client ID, Client secret and Refresh token.
2. Set Organisation (tenant) ID under Advanced only if the sign-in spans several organisations.
3. Optionally narrow to specific record types under Only these record types (Advanced); blank syncs all.
4. Choose access groups, Test, then Sync.

What comes in

• Contacts, with rollups of the invoices, credit notes and bank transactions tied to each.
• Invoices and credit notes, with exact totals, amounts due and dates — line items only where Xero's listing includes them.
• Payments and bank transactions, linked back to the contact or invoice they belong to.
• The chart of accounts, as its own record type.

Access

Visible only to the access groups chosen when the source is set up — Xero exposes no per-record viewers of its own, so that list governs everything the source brings in.

Last updated 20 Sep 2026