Accounting
Xero Integration
Connect Xero to auto-sync invoices and push AI-generated credit notes with proper tax treatment.
The Xero integration brings your invoice data into CrediMemo for AI-powered credit note generation. Credit notes are created with the correct Xero tax rates, tracking categories, and contact references. AR aging data syncs to give you a unified view of receivables.
Features
✓OAuth 2.0 secure connection to Xero
✓Invoice import with line item detail
✓Credit note push with Xero tax rates
✓Contact and tracking category mapping
✓Multi-organization support for agencies
✓Automated reconciliation data sync
Sync Types
InvoicesCredit NotesContactsTax RatesTracking Categories
Frequently Asked Questions
Does CrediMemo support Xero's multi-currency?
Yes. Credit notes are generated in the original invoice currency and sync to Xero with the correct currency code and exchange rate.
Can I connect multiple Xero organizations?
Yes, on Professional and Enterprise plans. Each Xero organization maps to a CrediMemo workspace.
How often does data sync?
Invoice data syncs every hour automatically. You can also trigger a manual sync at any time from the Integration Hub.