Xero

Connect a Xero organization to synchronize accounting data, invoices, payments, and refunds with Tiquo.

All dashboard users can browse the Integration Marketplace. Only authorised Tiquo staff can currently connect or manage integrations. Contact your Tiquo account contact or support team to arrange a connection. The steps below cover the access and configuration needed for setup.

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

Under Data flow, turn on Xero to Tiquo for imports, and Tiquo to Xero for outbound contacts, items, invoices, payments, and refunds.
Under Documents to import, choose Sales invoices, Bills and purchases, or both, and whether Voided invoices stay in Tiquo.
Under Invoice defaults, set the Fallback contact ID, Fallback product ID, Sales account code, Tax rate ID, Payment terms (days), and Fallback currency used by outbound documents. The sales account code is also used for payments.
Optional: add Custom field mappings, for example to send the Tiquo order number to a Xero invoice field.
Under Sync rules, choose which version to keep when a linked document changes in both systems.
If the connection has access to multiple Xero organizations, enter the Xero tenant ID under Connection. It is optional when exactly one organization is available.
Select Save settings.

See the accounting integration settings for what each setting does.

Initial sync and duplicate handling

The first run imports supported records from the selected Xero organization. Tiquo stores Xero IDs on linked records and uses them to update the same contact, item, invoice, payment, or refund on future syncs.

Open Data flow health to review the accounting reference data and invoice imports 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. Then select Retry failed sends. See Data flow health.

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.