SalesEdge.io Now Integrates with Xero – Sync Invoices, Contacts, and Taxes Seamlessly!

We're excited to announce that SalesEdge.io now integrates directly with Xero, making it easier than ever to keep your invoicing and accounting in sync—without the extra manual work.

Here’s what this new integration can do for you:

• Automatic Contact Sync: Anytime a contact is added or updated in Xero, it will automatically update in SalesEdge.io. If no first or last name exists, the business name is used instead. If we find a matching email or phone number in SalesEdge.io, we’ll update that existing record with the latest details from Xero.

• One-Way Invoice Sync: Create invoices in SalesEdge.io and they’ll instantly appear in Xero—complete with customer details, invoice numbers, tax information, and real-time payment status updates.

• Tax Mapping: Ensure accurate reporting and compliance by mapping your SalesEdge.io tax rates with those in Xero, even for multi-component taxes.

• Accounts Filtering: Only accounts in Xero with payments enabled (excluding bank-only accounts) will be available for syncing.

Getting Started is Simple:

1. Head to your SalesEdge.io account.

2. Go to Settings → Integrations → Xero → Connect.

3. Enter your Xero credentials when prompted.

4. Select your organization and choose your chart of accounts.

5. If your chart of accounts doesn’t appear, make sure payments are enabled for them in Xero settings.

6. Map your tax rates between SalesEdge.io and Xero for accurate tracking.

Helpful Automations Included:

• If there’s no activity on the integration for 60 days, it will disconnect automatically and you’ll receive an email notification.

• If an invoice fails to sync, you’ll also get a timely email alert so nothing slips through the cracks.

Why We Built This: Our goal is to eliminate duplicate data entry and reduce errors in your financial workflow. With this new Xero integration, your invoicing and bookkeeping can work together smoothly, giving you more time to focus on growing your business.

Coming Soon:

• The ability to choose specific contact groups to sync from Xero into SalesEdge.io

• Receipt syncing from Xero back into SalesEdge.io

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.