Connecting to Xero

What you can do

Ask about supported invoices, quotes and journals in a connected Xero organisation. Write access can create supported drafts for review.

Connect

Choose Xero, authorise the intended organisation, and choose Read only or Read and write. Start at Integrations. Connecting an app covers the shared steps.

Access and limits

The connection is scoped to one organisation. Created invoices, quotes and journals land as drafts; review them in Xero before taking them further. Draft creation itself may execute without a separate approval card.

See How connections work for personal, team and document-sharing choices.

Try a request

@OpenTag List overdue invoices by customer and prepare a draft invoice for the work described here.

Check the source and result before using them elsewhere. If the account stops working, follow Fixing a broken connection.