Xero is a cloud-based accounting platform that helps businesses manage invoices, payments, expenses, and financial reporting. This guide helps you easily connect Orderry to Xero using the new 2-way integration. Once it’s set up, your invoices and payments will sync in the background without extra effort.

If you already have the old Xero integration enabled, disable it before setting up the new one.

1. Go to Settings > Integrations, find Xero (2-way) in the Invoicing section, and click Configure.

2. Click Connect to Xero (2-way).

3. In the pop-up window, log in to your Xero account and grant all necessary permissions.

4. Check the box Enable integration.

You can only connect to one account in Xero at a time. This account will be used for all operations in this company, so there is no need for each employee to log into their own account.

To reconnect the same account or connect a different Xero account, click Reconnect to Xero.

After the account is connected, let’s configure how the integration will operate in Orderry.

1. Choose the status that triggers automatic invoice sending to your Xero account. It works across all location.

❗ If the status is not specified in the settings, the invoice will only be sent if you click Sync with Xero in the Actions menu in the Invoice.

2. Select the account where payments created in Xero will be deposited. Only payments from already synced invoices will be credited.

3. Specify the Xero account code (up to 10 characters) where payments, that were made in Orderry in synced invoices, will be added. All the accounts can be found and set on the Accounting > Chart of accounts page.

In the “Tax code in Orderry” column, select the matching tax from the Orderry system. You can add and adjust taxes on the Settings > Finance page.

In the “Tax name in Xero (2-way)” column, type the tax name (Tax Rate Display Name) from the Xero system. The tax name can be found in your personal profile on the Tax > Tax settings > Manual tax rates page.

You can set up taxes on the Tax > Tax settings > Manual tax rates page in your Xero account. To add custom taxes, click on the arrow next to + New Tax Rate button, fill the information and click Save.

Please make sure to add each tax as a separate one-component tax so the one-to-one tax matching works correctly.

If you use more than one tax, click the + Add tax button and adjust the matching.

☝ Important: you need to have a default chart of accounts "Sales" with code 200 for the integration to work correctly. Because this Account is automatically assigned for all products and services in invoices.

Configure status mapping between invoice updates in Xero and statuses in Orderry.

Here are the available statuses:

For each status, assign the appropriate invoice status in Orderry. After that, when a synchronized invoice in Xero changes status, the corresponding invoice in Orderry will also automatically change to the status you set here.

For example, if Xero invoice is voided, the status of this invoice in Orderry will change to Canceled.

☝️ Ensure that the status transfer rules are configured correctly— so they can transition between each other without restrictions; otherwise, the mapping will not function properly.

Save the settings.

Done! Now your Xero integration is configured.

Next, let’s find out how it works and what information is transferred.

🔎 How the two-way Xero integration works