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Xero Sync - Setup Guide

This Xero setup guide provides step-by-step instructions on setting up the sync between and Xero.

Sync Overview

This image shows what syncs, and what doesn't.

Set up the Sync

1. Name Tracking Categories

If you use Locations and Departments in, OR Departments and Locations in Xero, they must be named named Location and Department to ensure proper sync. 

2. Connect to Xero

Log into, and click Connect to Xero.


If you're already logged in, and don't see the Sync with Xero page:

  1. Hover over the gear icon , and then click App Center
  2. Click Xero
  3. Click Connect to Xero


3. Log in to Xero


4. Select the Xero company you would like to sync with, and click Authorize


5. After the first sync completes, click Perform additional setup to sync bills and payments


6. Fill out Preferences, and then click Save


 7. Hover over the sync menu icon , and click Sync Now to run another sync.

Note: The progress indicator will be displayed during the sync between Xero and


8. Success! You've finished setting up the sync between and Xero!



Below are additional resources: 

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