Xero Integration

Integrate Xero with PSA software to streamline your billing and customer management.

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Table of Contents

• Flow Chart of Data
• Getting Started
  – Enabling the module
  – Xero tenants
  – Connecting to Xero
• FAQ
  – How do I disconnect from Xero?
  – Is the Xero Integration two-way syncing?
  – Do you send invoices directly through Xero itself?

Flow Chart of Data

Get started with Xero in minutes

Click here for a full guide on how to integrate Xero with HaloPSA.

FAQ

How do I disconnect from Xero?

Should you wish to disconnect from a Xero tenant at any time, you can either use the Disconnect from Xero button that is now available, or you can delete the connection.

Do you send invoices directly through Xero itself?

Yes, You can leverage your existing Xero invoice templates and simply have Halo populate the figures within these are part of the HaloPSA billing run. We pass the numbers generated across API and populate Xero invoices in draft form for you to review and send.

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