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.Connect Xero
1
Open Integrations
Navigate to Settings > Integrations.
2
Click Connect to Xero
Click the Connect to Xero button. You will be redirected to Xero’s authorisation page.
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.)
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.
Sync is manual — click the Sync button on each section of the integrations page to pull the latest data. eggz does not automatically poll Xero for changes.
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.
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.
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
Sync Chart of Accounts
On the integrations page, click Sync next to Chart of Accounts to pull your Xero account list.
2
Map categories
In the Account Mapping section, assign each eggz expense category to the appropriate Xero account code.
Managing your connection
Connection status
The integrations page shows your current connection status:
eggz automatically refreshes your Xero token daily. If the refresh fails, the status changes to Expired.
Disconnect Xero
To disconnect your Xero account, click Disconnect on the integrations page. 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.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 Connect to Xero again and choose the other organisation on the selection screen.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 sync: You need to click the Sync button 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.