Connecting Xero

Link your Xero organisation so the app can pull through your invoices and contacts and keep each job's financials up to date — with a single click, no developer setup.

What it's for

The app reads your Xero invoices and contacts to show what's been billed, what's paid, and what's still to come on each job. To do that it needs your permission to talk to your Xero organisation. Connecting Xero grants that permission; you stay in control and can disconnect at any time.

Until Xero is connected, the places that would show those figures — a deal's Invoices and Cost Tracking tabs, and the Financials page — say so and link you here instead of showing empty tables or $0 tiles.

Connecting

1. Go to Settings.
2. Find the Xero card and click Connect Xero.
3. You're taken to Xero. Sign in if you aren't already, choose the organisation you

want to connect, and click Allow access.

1. Xero sends you straight back to Settings — that's it. The card now shows

✓ Connected.

No developer credentials to enter. You don't need a Xero client ID, secret, or webhook key — the app is already registered with Xero on your behalf. You just approve the connection.

What the Xero card shows when connected

• A ✓ Connected status (with a small "expires" time — that's just the current

access window; it refreshes itself automatically, so you don't need to do anything).

• The connected Xero organisation name, so you can confirm you linked the right

one.

• Re-authorize and Disconnect buttons.

Opening an invoice's line items

On a deal's Invoices tab each invoice card shows its totals straight away, and a Line items (N) panel you can expand. The rows themselves are fetched when you open that panel, so you may see a brief "Loading line items…" first — that keeps the deal page fast on customers with a long invoice history. The count and the category badge on the card are correct before you open anything.

If the rows can't be loaded you'll see "Couldn't load these line items" with the reason; close the panel and open it again to retry.

Lines are listed in the same order they appear on the invoice in Xero, and stay in that order every time you open the panel. Invoices that haven't been re-synced since this landed keep a fixed order of their own until their next hourly sync picks up Xero's — either way the list no longer reshuffles between visits.

Categorising works on a brand-new deal too. A deal that's just arrived from your CRM can be opened before the hourly sync has finished setting it up, and the category dropdowns on its invoices work straight away — you no longer have to wait for the deal to settle before tagging its invoice lines or adding a custom category to it.

Re-authorizing

If Xero ever asks for permission again — for example after you've changed something in Xero, or if the connection needs a refresh — click Re-authorize and approve the Xero screen again. It's the same one-click flow as connecting.

Disconnecting

Click Disconnect and confirm. This revokes the app's access to your Xero organisation. You can reconnect any time with Connect Xero.

If Xero can't confirm the revoke for any reason, the app still removes the connection on its side and tells you — you can then remove the app yourself from Xero's Connected apps list to be sure.

If your organisation uses its own Xero app

Most businesses connect with the one-click flow above. If your organisation was set up with its own Xero developer app, the Xero card instead shows credential fields (client ID, client secret, and a webhook signing key) that were entered during setup. Everything else — Connect, Re-authorize, Disconnect, the connected status and organisation name — works the same way; you just keep those fields filled in. If you're not sure which applies to you, the presence of those fields is the tell. </content>