Integrations / Field service and accounting
Business Connector for Xero
When you send an invoice from your dashboard, a matching invoice is created in your Xero organisation, and its paid status comes back.
What it does for you
No double entry
Sent invoices are copied to Xero with their number, dates, line items, discount, tax and notes.
Paid status comes back
When an invoice is paid in Xero, your dashboard shows it.
Cancel means void
Cancel an invoice after it was copied and it is voided in Xero too. Drafts are never sent.
What it can see, and what it never will.
Each part is requested only when you switch that feature on.
With your permission
- Your organisation's name
- Sales accounts and tax rates
- Contacts and invoices, looked up to avoid duplicates
Never
- Bank accounts or bank feeds
- Bills, payroll or reports
- Deleting anything in your books
- Selling or sharing your accounts
Xero data is not sent to any artificial-intelligence provider.
Switch Xero off whenever you like. The stored access is deleted the moment you do.
The exact permissions
For reviewers and the curious: the permissions requested, the data each one reaches, and why.
| Permission | Data reached | Why |
|---|---|---|
openid, profile, email, offline_access | Your name and email; a refresh token. | To show who connected, and stay connected until you disconnect. |
accounting.contacts, accounting.transactions | Contacts and invoices. | To find or create the contact, create, update and void invoices, and read paid status. |
accounting.settings.read | Organisation name, sales accounts and tax rates. | To code each invoice line correctly. |
How to disconnect Xero
From your dashboard
Open Connections and press Disconnect next to Xero. The stored access is deleted immediately.
From Xero connected apps
In Xero: Settings, then Connected apps, then Business Connector, then Disconnect. Open it
To delete everything we hold, see data deletion.