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Google Xero Integration Guide Beta

What does the Xero Integration do?

The Xero integration connects your Taubase CRM with your Xero accounting software to provide:

  • Customer Sync: Import customers from Xero and push new customers to Xero automatically
  • Product Sync: Import items from Xero and push new products to Xero
  • Invoice Integration: Import Xero invoices and push Taubase invoices to Xero as drafts
  • Supplier Management: Import and manage suppliers from your Xero contacts
  • Automatic Sync: Optional automatic pushing of new records to Xero as you create them
Beta Notice: The Xero integration is currently in beta. If you encounter any issues, please create a Support Ticket.

Connection Sharing Options

When connecting to Xero, you can choose how to share the connection:

Shared Connection
  • All users in your subscription can access Xero features
  • Everyone can sync data (if permissions allow)
  • One connection for the whole team
Private Connection
  • Only you can access Xero features
  • Other users won't see Xero options
  • More secure for sensitive data

How to Connect Xero

  1. In Taubase, go to Admin → App Integrations
  2. Find Xero in Available Integrations
  3. Choose sharing preference (tick for shared, untick for private)
  4. Click Connect to Xero
  5. Sign into your Xero account and grant permissions
  6. Configure your sync options

Sync Options Explained

Setting What it does
Allow non-admins to sync Lets regular users access manual sync buttons
Auto-push Products New products automatically go to Xero
Auto-push Customers New customers automatically go to Xero
Auto-push Invoices New invoices automatically go to Xero as drafts
Note: Auto-sync settings work even if "Allow non-admins to sync" is disabled.

How Sync Works

From Xero to Taubase:
  • Customers: Import all contacts from Xero (both customers and suppliers)
  • Products: Import all items with prices, descriptions, and inventory levels
  • Invoices: Import recent invoices with line items and customer details
From Taubase to Xero:
  • Customers: Push new customers with contact details
  • Products: Push new items with pricing and descriptions
  • Invoices: Push invoices to Xero as DRAFT status for your approval
Safety First: All invoices pushed to Xero are created as DRAFT status, so you can review and approve them in Xero before they become final.

Common Issues

Popup window blocked or won't open
  • Allow popups for app.taubase.com in your browser settings
  • Disable popup blockers or add Taubase to allowed sites
  • Try using a different browser or incognito mode
Sync fails or shows errors
  • Check that your Xero subscription includes the API features
  • Make sure you have the right permissions in Xero (advisor or owner role)
  • Verify that the data you're trying to sync has all required fields
  • Try disconnecting and reconnecting to refresh the connection
"Access denied" or permission errors
  • Make sure you're an owner or advisor in the Xero organization
  • Check that your Xero subscription includes API access
  • Contact your Xero admin if you're not sure about your permissions

How to Disconnect

  1. Go to Admin → App Setup in Taubase
  2. Find Xero under "Connected Integrations"
  3. Click Disconnect from Xero
  4. Confirm the disconnection
Note: Disconnecting won't delete any data that's already been synced, but it will stop future automatic syncing.

Need Help?

The Xero integration is in beta, so if you encounter any issues or have suggestions:

Open a Support Ticket

We aim to respond to support tickets within 2 working days.