Connecting Xero

Sync your TradeFlow clients and invoices with Xero so your bookkeeper always has up-to-date records.

Setup

1. Go to Integrations → Xero.
2. Click Connect to Xero.
3. Sign in to your Xero account and authorise TradeFlow.
4. Select which Xero organisation to connect (if you have more than one).
5. Done. The connection is active.

What syncs

• Clients: TradeFlow clients are matched to Xero contacts by email. New clients are created in Xero automatically.
• Invoices: when you mark an invoice as sent in TradeFlow, it can be pushed to Xero as a draft or approved invoice.

Manual sync

Click Sync Now on the Xero integration page to push all unsynced records immediately.

Disconnecting

Click Disconnect on the integration page. Your data in both systems stays intact; only the live connection is removed.