Xero Integration
Connect Prosessed AI with Xero to sync invoices, payments, and financial data seamlessly.
Overview
Xero Integration allows you to connect your Prosessed AI system with Xero accounting software.
This helps you:
Sync sales invoices
Track payments
Maintain accurate financial records
Why Integrate with Xero?
Integration helps you:
Avoid manual data entry
Keep accounting up to date
Reduce errors
Save time
What Data Can Be Synced?
From Prosessed AI to Xero
Sales Invoices
Customers
Payments
Optional Sync
Items (products)
Tax information
How Integration Works
Create transaction in Prosessed AI
System pushes data to Xero
Xero records accounting entry
Setup Integration
Step 1: Connect Xero Account
Go to Settings → Integrations → Xero
Click Connect
Login to your Xero account
Grant permissions
Step 2: Configure Settings
Select company
Map accounts:
Sales account
Receivable account
Tax accounts
Step 3: Enable Sync
- Enable auto-sync or manual sync
Invoice Sync
When a Sales Invoice is created:
Invoice is pushed to Xero
Customer is created (if not exists)
Amount and taxes are recorded
Payment Sync
When payment is recorded:
Payment is updated in Xero
Invoice status is updated
Data Mapping (Important)
Ensure proper mapping:
| Prosessed AI | Xero |
|-------------|------|
| Customer | Contact |
| Sales Invoice | Invoice |
| Payment Entry | Payment |
Sync Methods
Automatic Sync
- Data syncs in real-time or scheduled intervals
Manual Sync
- User triggers sync manually
Error Handling
If sync fails:
Check connection status
Verify account mapping
Review error logs
Best Practices
Configure mapping carefully
Sync data regularly
Avoid manual edits in both systems
Test with sample data first
Common Issues
Invoice not syncing → Check API connection
Incorrect data → Verify mapping
Duplicate records → Avoid manual entry in both systems
Example
Create Sales Invoice in Prosessed AI
Invoice appears in Xero automatically
Payment recorded → Updated in both systems
Why It Matters
Xero integration helps you:
Maintain accurate accounting
Reduce manual work
Improve financial visibility