Xero — Accounting Connector Setup
Xero is a cloud-based accounting platform widely used by small and medium businesses. The BizOSaaS Xero connector enables automated invoice sync, payment tracking, bank reconciliation, and AI-powered financial reporting.
Prerequisites
- A Xero account with Administrator access
- A registered Xero Developer App at developer.xero.com
Step 1: Create a Xero OAuth 2.0 App
- Visit developer.xero.com/app/manage
- Click New App
- Fill in the details:
- App Name:
BizOSaaS Integration - Company or application URL: Your company website
- Redirect URI:
https://api.bizoholic.com/api/auth/callback/xero
- App Name:
- Click Create App
- Copy the Client ID and Client Secret
Step 2: Configure Required OAuth Scopes
In your Xero App settings, request the following scopes:
| Scope | Purpose |
|---|---|
accounting.transactions | Read/write invoices, bills, expenses |
accounting.contacts | Sync customer and vendor contacts |
accounting.settings | Read organisation & chart of accounts |
accounting.reports.read | Access financial reports |
offline_access | Maintain persistent sync connection |
Step 3: Add Credentials to BizOSaaS
- Navigate to Settings → Integrations → Xero in your BizOSaaS dashboard
- Paste your Client ID and Client Secret
- Click Authorize with Xero and approve the permissions popup
- Select the Xero Organisation to connect (if you manage multiple)
- Click Complete Setup
Step 4: Configure Sync Settings
| Sync Entity | Frequency | Description |
|---|---|---|
| Invoices | Every 15 min | New and updated sales invoices |
| Bills | Every 30 min | Accounts payable bills |
| Contacts | Every 1 hour | Customers and suppliers |
| Bank Transactions | Daily | Reconciled transactions |
| Chart of Accounts | On change | Account codes and categories |
Available AI Actions
Once connected, your AI agents can:
- Create Invoice — Generate and send Xero invoices from CRM deals
- Mark Invoice Paid — Update payment status automatically
- Get Aged Receivables — Fetch overdue invoice summaries
- Reconcile Bank Feeds — Flag unmatched transactions for review
- Generate P&L Report — Pull profit and loss data for a given period
Troubleshooting
| Issue | Solution |
|---|---|
invalid_client error | Verify Client ID and Secret are copied correctly |
| Token expired | Re-authenticate via Settings → Integrations → Xero |
| Sync not running | Check that offline_access scope is enabled |
| Organisation not syncing | Ensure you selected the correct Xero Org during setup |
Support
For additional help, visit the Xero API documentation or contact BizOSaaS support.