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How eggz works with Xero

eggz syncs your accounting data from Xero so you can view invoices, bills, quotes, and customer information in one place alongside your uploaded receipts. The integration is primarily one-way (Xero to eggz), with the ability to push processed receipts back to Xero — and to publish draft invoices and quotes you create in eggz.

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Connect Xero

1

Open Integrations

Navigate to Settings > Integrations and find the Xero card.
2

Click Connect

Click Connect on the Xero card. Xero’s authorisation page opens.
3

Authorise access

Sign in to Xero (if not already) and grant eggz permission to access your data.
4

Select your organisation

If your Xero login has access to more than one organisation, eggz shows a selection screen after you authorise — pick the organisation you want to connect. Only one Xero organisation can be connected per eggz workspace, so choose carefully. (With a single organisation, eggz connects it automatically and skips this step.)
Once connected, the Xero card reads Connected to and your organisation’s name, and eggz pulls in your Xero data. Everything else for Xero sits inside the card, under Xero settings: click it to open Synced data, Account mappings and Branding themes. Click it again to close them.

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What syncs from Xero

eggz pulls the following data from your Xero account: Payments and bank transactions keep your Collected and Outstanding views accurate — eggz knows not just what was invoiced, but what’s actually been paid and when.
After the first sync, refreshing is manual. On the Xero card, click Xero settings, then click Refresh next to the data you want under Synced data. eggz does not automatically poll Xero for changes.

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Sync order

When you first connect, documents sync first, then payments. So invoices, bills, and quotes appear before the payments that settle them. If a payment ever lands before its document, eggz links the two automatically once the document arrives.
If a payment is deleted in Xero, it disappears from your eggz reports automatically on the next sync.

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What eggz pushes to Xero

eggz can push processed receipts to Xero in two ways:
Draft invoices and quotes you create in eggz can be published to Xero. Documents synced from Xero can’t be pushed back, and customer records created in eggz aren’t pushed to Xero on their own.

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Account mapping

After syncing your chart of accounts from Xero, you can map eggz expense categories to Xero account codes. This ensures receipts are posted to the correct account when published to Xero.
1

Open Xero settings

Go to Settings > Integrations and click Xero settings on the Xero card.
2

Refresh your chart of accounts

Under Synced data, click Refresh next to Chart of accounts to pull your Xero account list.
3

Map categories

Under Account mappings, click Add Mapping, then choose a Category and its Xero Account.

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Managing your connection

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Connection status

The line under Xero on the card says how the connection stands: eggz automatically renews its access to Xero daily. If that fails, the card says the connection expired. A team member who can’t connect Xero sees Ask an admin to connect Xero. or Ask an admin to reconnect it. in place of the button.

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Disconnect Xero

1

Open the card's menu

In Settings > Integrations, press ⋯ at the top right of the Xero card.
2

Choose Disconnect Xero

A box asks Disconnect Xero? Click Disconnect Xero to go ahead, or Keep it connected to back out.
If there’s no ⋯ on the card, ask your workspace admin to disconnect Xero. Disconnecting immediately revokes eggz’s access at Xero — the connection is withdrawn on Xero’s side straight away, not just removed from eggz — so eggz can no longer read or sync your data. It does not delete any data already synced into eggz.

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Switch to a different organisation

Because only one Xero organisation can be connected per workspace, to change which one is linked: disconnect the current organisation, then click Connect on the Xero card again and choose the other organisation on the selection screen.

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Limitations

  • One Xero organisation per workspace: You cannot connect multiple Xero organisations to the same eggz workspace.
  • One-way sync for most data: Bills in eggz are read-only copies synced from Xero — edit them in Xero. (Publishing a processed receipt can create a new bill in Xero — see What eggz pushes to Xero — but existing bills never sync back.) Contact details also sync one way from Xero; the CRM fields you manage on customers in eggz (owner, segment, annual value, and so on) live only in eggz and are never pushed to Xero. Invoices and quotes synced from Xero are one-way too — but a draft you create in eggz can be published to Xero.
  • Manual refresh: After the first sync, click Refresh under Xero settings to pull new data. There is no automatic polling.
  • No bank reconciliation: eggz displays financial data but does not perform bank reconciliation. Continue using Xero for reconciliation.
  • Currency conversion: Analytics use your default exchange rates set in general settings, not live foreign exchange rates.
  • Invoices settled by credit notes, overpayments, or prepayments still show as Outstanding in eggz for now, even though Xero considers them settled. This is coming in a follow-up. Invoices settled by an ordinary payment are handled correctly today.