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Xero Integration

Xero can be connected from the app’s integrations settings to keep Appraise invoices tied to the organization’s Xero tenant.

What Syncs

Section titled “What Syncs”
  • Invoice creation from Appraise assignments to Xero
  • Client-to-contact mappings, including links from Appraise client records to Xero contacts
  • Xero invoice identifiers and sync status back on Appraise invoice records
  • Optional automatic contact creation when no existing mapping is available

Setup

Section titled “Setup”

An organization admin adds the Xero app credentials, connects through OAuth, and selects the Xero tenant to use for accounting sync. Xero and QuickBooks are mutually exclusive accounting targets for an organization; connecting one disables the other so invoices do not sync to two ledgers at once.

Invoice Flow

Section titled “Invoice Flow”

When invoice sync is enabled but automatic sync is off, Appraise shows a confirmation step before invoice creation. The dialog lets a user select an existing Xero contact, link that contact to an Appraise client, create a new local client from Xero data, or create the invoice without syncing.