Xero Integration with IntoAEC

Connect your Xero account with IntoAEC to sync accounting records, automate updates, and keep financial data aligned across both platforms.

Overview

IntoAEC integrates with Xero to sync and manage:

• Contacts

• Invoices

• Credit Notes

• Payments

• Refunds

The integration includes:

1. Initial Backfill (One-Time Sync) – Imports historical data from Xero

2. Automatic Sync (Webhooks) – Keeps future updates synced automatically

Step 1: Open Integration Settings

1. Log in to IntoAEC

2. Go to Settings

3. Navigate to: Integrations → Accounting

4. Select Xero Integration

Step 2: Start the Connection

1. Click Configure

2. You will be redirected to the Xero login page

3. Enter your Xero credentials to continue

Step 3: Authorize Access

1. Sign in to your Xero account

2. If multiple organizations are available, select the appropriate Organization

3. Review the requested permissions

4. Click Allow Access to authorize the integration

Step 4: Connection Confirmation

After authorization:

• You will be redirected back to IntoAEC

• Xero integration status will display as Connected

✅ Your Xero account is now successfully linked with IntoAEC.

Initial Setup – Backfill (One-Time Sync)

Before automatic syncing becomes active, a one-time historical sync must be completed.

This process imports existing accounting data from Xero into IntoAEC.

Sync Contacts Setup

After the connection is established:

1. Click Sync

2. A Sync Contacts popup will appear

3. For each contact:

• Select Project (Mandatory)

• Enter Reference Number (Optional but recommended)

• Click Sync

What Gets Synced During Backfill

The initial sync imports historical records from Xero, including:

• Contacts

• Invoices

• Credit Notes

• Payments

• Refunds

Important Notes – Initial Sync

Please review the following before proceeding:

• Initial sync is a one-time process

• Historical records will be imported from Xero

• The Sync Contacts popup will not appear again after completion

• Automatic sync will activate only after the initial sync is completed

Automatic Sync (Webhooks)

Once the initial backfill is completed, IntoAEC and Xero stay synchronized automatically using webhooks.

How Automatic Sync Works

1. IntoAEC registers webhooks in Xero

2. Xero sends event notifications whenever changes occur

3. IntoAEC automatically fetches and updates records

No manual action is required after setup.

Auto-Synced Events

The following events sync automatically between Xero and IntoAEC:

• Invoice created or updated

• Payment recorded

• Credit note created

• Refund processed

• Contact updated

Important Configuration Note

To ensure successful syncing:

Use IntoAEC’s Project ID in the “Reference Number” field within Xero.

This mapping helps IntoAEC correctly associate Xero records with the corresponding project.

Need Help?

If the integration is not completed successfully or syncing issues occur, please contact the IntoAEC Support Team for assistance.