Xero is a small-business solution designed to help manage cash flow and simplify invoicing processes. Timesaving features include automatic bank reconciliation, easy-to-use search tool across all contacts and transactions, and free round-the-clock online support.
Below you'll find detailed information, specifically for Xero integrations:
Supported Xero Integrations
We integrate with all Xero plans!
To authorize, simply enter your Xero login name and password in the pop-up window, and confirm.
If you already authorized Xero account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- IN/NOT IN GROUP
- IS/IS NOT A CUSTOMER
- IS/IS NOT A SUPPLIER
- PURCHASE/SALES Default Account Code
- FIELD VALUES
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD TO/REMOVE FROM GROUP
- UPDATING FIELD VALUES
- update PURCHASE/SALES Default Account Code
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Xero fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
For now, Xero doesn't support customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Xero, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the corresponding Xero contact to the 'PieSync_trash' group in Xero. You will be able to review this segment first before deleting or taking any other action in Xero too.
In connections between Xero and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the corresponding Xero contact to the 'PieSync_unsubscribes' group in Xero. You will be able to review this segment first before taking any action in Xero too.