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Connecting Xero

Sync your invoices to Xero accounting software automatically. Set up the Xero integration once and eliminate double entry forever.

Open Accounting Software

Tap 'More' in the bottom navigation, then scroll down to the Integrations section and tap 'Accounting Software'. You'll see the available providers: Xero, QuickBooks Online, and FreeAgent.

💡Have your Xero login details handy before you start—you'll need them in a moment.

Tap the Xero tile

Under 'Select Provider', tap the Xero tile. This begins the secure authorisation process with Xero.

Sign in to Xero

You'll be redirected to Xero's website to sign in with your Xero account. Enter your email and password, then tap 'Log in'.

💡If you use two-factor authentication on your Xero account, you'll need to complete that step too.

Authorise Scheduling Hero

Xero shows what Scheduling Hero wants access to: your organisation data (contacts and business transactions) and basic user account information. Tap 'Allow access' to grant permission.

💡We only request the minimum permissions needed to sync invoices. We can't access your bank accounts, payroll, or other sensitive data.

Connection complete

You'll see a 'Connected to Xero' success screen confirming your company is connected and invoices will sync automatically. Tap 'Return to App' or wait to be redirected. Back in Scheduling Hero, tap 'OK' on the confirmation dialog.

💡The Connection Status now shows 'Connected' in green, along with a Sync Status section showing invoices synced today, pending, and any that failed.

Disconnect Xero (if needed)

To disconnect, open More > Accounting Software. You'll see the Connection Status showing you're connected to Xero. Tap the 'Disconnect' button. Existing synced invoices remain in Xero, but new invoices won't sync until you reconnect.

💡Disconnecting doesn't delete anything from Xero—your historical data stays safe.

What's next?

Creating and Sending Invoices Tracking Payments Understanding Your Reports

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