Xero

Our industry leading Xero integration is a 2-way integration with Xero. No more exporting and importing of CSV files - invoices and payments will be synced in the background automatically.

Data Flow

The diagram below shows the direction of flow of data between Astalty and Xero.

What can it do?

Syncing Invoices

Each time you finalise an Invoice Batch in Astalty, we will automatically create those invoices in Xero for you - no more export/import via CSV.

Syncing Payments

When you reconcile payments in Xero against an invoice, we will automatically assign that payment to the invoice in Astalty meaning it will be marked as paid in both systems, with a single click. Learn how this works for plan and self managed invoices here.

Syncing Invoice Comments

Optionally, the comments your team leaves on an invoice can be pushed to Xero as history notes, so the context behind an invoice is visible in both systems. Comments on an invoice that hasn't reached Xero yet go across when the batch is synced; once the invoice is in Xero, later comments are sent on their own. Learn how to turn this on here.

Connecting and disconnecting your Xero account

You can learn how to connect and disconnect your Xero account to Astalty here.

Configuring the integration

Once connected, you'll need a valid configuration for the integration to work properly. Learn how to set this up here.

Integration Flow

Once the integration is connected, an invoice moves through Astalty and Xero like this:

1. You finalise an Invoice Batch in Astalty.
2. Astalty sends the invoice to the recipient.
3. The invoice is created in Xero automatically.
4. The invoice is approved in Xero — automatically, depending on your settings.
5. The recipient pays into your bank account.
6. You reconcile the invoice in Xero.
7. The payment is created back in Astalty automatically.

Video Walkthrough

This video will talk you through the Xero Integration process.