Xero Integration

Administrators connect Xero in Setup > Integrations. The record controls send clients and invoices from PlanMan to Xero when you choose to use them.

Connect Xero

1. Choose Setup Xero, or View Integration for an existing connection.
2. Click Connect To Xero.
3. Complete the authorisation in Xero and return to PlanMan.
4. Check the confirmation and select Default Sales Account for invoice lines.

The account selection saves when changed. Ask the person responsible for your accounts which sales account to use.

Send a client

Open the client and use the tab on the right to open Integrations. Click Send beside Xero. Once PlanMan holds the Xero contact ID, the button displays Update. Use it when you want to send revised client details.

Send an invoice

Open the invoice, open Integrations and click Xero's Send or Update control. If the client has not yet been sent, the invoice action can create the Xero contact first.

Check the invoice in Xero afterwards, including its lines, dates, tax treatment and sales account. Complete any approval or sending actions you need inside Xero. Sending through this control is separate from emailing the PlanMan invoice to your client.

This is a manual posting workflow. Connecting Xero does not automatically transfer every existing record, and changes made in Xero are not generally imported back into PlanMan by these controls.

If access has been disconnected, an administrator can reconnect through the integration page. Check the external record before retrying a send that reported an error.