Payments & accounting

Xero integration

Link your Xero organisation and GraftPal keeps it in step with your billing: invoices and payments go across, so reconciling takes minutes.

Coming soonDirect connection
Category
Payments & accounting
Status
Coming soon
Connection
Direct connection
Plans
All plans, incl. free trial

What it is

What is Xero?

Xero is cloud accounting software for small businesses and their advisers, with bank feeds, invoicing, VAT/GST returns and reporting.

  • Live bank feeds and reconciliation
  • VAT, GST and sales tax returns
  • Access for your accountant or bookkeeper
  • Popular in the UK, Australia and New Zealand

What it does

What Xero does with GraftPal

1

Invoices appear in Xero

Each invoice raised in GraftPal is created in Xero with matching contact, line items and tax.

2

Payments are recorded

When a client pays in GraftPal, the payment is applied to the Xero invoice, ready to match to your bank feed.

3

One source for billing

Quote, deliver and invoice in GraftPal; let Xero handle the books.

4

Cleaner month end

Your adviser sees sales that already line up with delivered jobs.

How it works

How Xero works with GraftPal

GraftPal pushes invoices and payments to your Xero organisation once you connect it.

GraftPal

  • Invoices
  • Payments

Xero

  • Xero invoices
  • Xero payments

How to connect

Connect Xero in 4 steps

Coming soon: if Xero isn't listed as available in your Settings → Integrations yet, connect it with Zapier or Make using the GraftPal API in the meantime.

  1. 1

    Open integrations

    In GraftPal, go to Settings → Integrations and find Xero.

  2. 2

    Sign in to Xero

    Choose Connect, sign in to Xero and pick the organisation to link.

  3. 3

    Choose what to sync

    Pick whether to send invoices, payments or both.

  4. 4

    Invoice as usual

    Keep billing in GraftPal; Xero updates in the background.

You stay in control: approve exactly what GraftPal can access in Xero, and disconnect at any time from either side.

Frequently Asked Questions

Xero integration FAQ

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