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Xero Support Documentation

Xero

Peakflo connects and syncs with the data in your Xero account in just a few minutes. We securely import the following data from Xero automatically:

  • your company information
  • customers
  • invoices
  • bills and payments
  • credit notes
  • payments and overpayments
  • chart of accounts
  • currencies
  • taxes
Your Peakflo account syncs with Xero automatically: every 5 minutes (for bills, payments, withholding taxes, credit notes) and in real-time (for customers and invoices) before any payment reminder is sent to ensure you're always working with the most up-to-date information.

Keep both systems up to date, automatically: the two-way integration between Xero and Peakflo means payments made via Peakflo are reflected in your Xero account, too.

You can also map which accounts in Xero should be debited/credited when you receive invoice payments via Peakflo. You can also easily track all payments collected and processing fees inside Xero.

Data Flow Diagram

Data syncs from Peakflo to Xero is as follows

XERO-+-PEAKFLO_Integration-objects_update 29-9-22

Setup

To sync Peakflo with Xero, follow the step-by-step guide in this article for the quick tutorial. 

Or, if you're more of a visual person, take a look at the video below 👀

FAQs

 

How long will my account be connected to Xero?

Your account will be connected to Xero until you click disconnect. If you ever find your account disconnected, you can reconnect any time in SettingsIntegrations.

 

How do I disconnect from Xero?

Go to SettingsIntegrations and click on Disconnect below Xero

 

How are payments recorded on Xero handled?

Payments applied to invoices on Xero will be synced to Peakflo instantly. You must have auto-sync enabled for 2-way payment sync to work.

 

What should If I want to change the Xero organization?

Reach out to us and we can help you to change the Xero organization.