Xero
Connect a Xero organization to synchronize accounting data, invoices, payments, and refunds with Tiquo.
The Integration Marketplace is visible to all dashboard users. Connecting or managing an integration is currently restricted to authorised Tiquo staff. Contact your Tiquo account contact or support team when you are ready to connect; the steps below describe the access and configuration they will need.
The Xero integration connects one Xero organization to Tiquo's accounting model.
What the integration synchronizes
- Contacts and items
- Accounts and tax rates used for document mapping
- Sales invoices, bills, and their credit notes
- Payments and refunds
Tiquo can create or update linked contacts and items, create accounting documents from eligible Tiquo orders, and record payments or refunds against their linked Xero documents.
Before you begin
You need:
- Permission to manage integrations in Tiquo.
- An active Xero organization.
- A Xero user allowed to authorize apps and access the accounting data you intend to synchronize.
Tiquo already manages the production Xero OAuth application. You do not need to create a Xero developer app or enter OAuth credentials.
Connect Xero
- In Tiquo, open Settings > Integrations.
- Find Xero and select Connect.
- Sign in to Xero.
- Select the Xero organization to connect.
- Review the requested access and select Allow access.
- Return to Tiquo and open Xero > Settings.
Configure and use Xero in Tiquo
- Enable Scheduled sync for Xero-to-Tiquo imports.
- Enable Tiquo to provider for outbound contacts, items, invoices, payments, and refunds.
- Choose Sales invoices, Bills and purchases, or both.
- Choose the conflict-handling rule and fallback currency.
- Configure the fallback contact, item, account code, tax rate, and payment terms used by outbound documents.
- For outbound payments, enter a valid Xero bank account code.
- If the connection has access to multiple Xero organizations, enter the Xero tenant ID. It is optional when exactly one organization is available.
- Choose whether voided documents remain visible in Tiquo, then select Save settings.
Initial sync and duplicate handling
The first run imports supported records available to the selected Xero organization. Tiquo stores Xero IDs on linked records, so future syncs update the same contact, item, invoice, payment, or refund instead of intentionally creating a new copy each time.
Open Data flow health to review master-data and invoice syncs and any outbound failures. A missing account code, tax rate, contact, item, bank account code, or tenant ID must be corrected before the affected outbound document can be delivered.
Disconnect Xero
Disconnect from Xero > Settings in Tiquo. Existing records remain in both systems. You can also revoke Tiquo from Xero's connected-app settings when the provider authorization must be removed.
For help, contact support@tiquo.co.