Xero Integration
Connect Xero to pull transactions for a client.
Connect a Client
Requires Xero Client ID and Secret configured on the processing service.
How it works
1. Click Connect Xero — you'll be redirected to the Xero consent page.
2. Authorize access for your organization.
3. Tokens are encrypted and stored in the database.
4. The daily sync workflow pulls transactions every weekday morning at 6am ET.
5. Tokens are automatically refreshed when near expiry.