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Xero Invoice Integration

The Xero Invoice Integration allows invoices created in Kyrios to sync one-way into Xero for accurate accounting, tax reporting, and financial consistency.

Updated over 2 months ago

Who This Is For / When to Use

This article is for Kyrios users who:

  • Create invoices inside Kyrios

  • Use Xero as their accounting platform

  • Want invoices, contacts, and tax details synced automatically into Xero

  • Need a one-way, accounting-safe invoice sync (Kyrios → Xero)

What the Xero Invoice Integration Does

The Xero Invoice Integration connects Kyrios invoicing with Xero accounting.

It ensures:

  • Invoices created in Kyrios are sent to Xero automatically

  • Contact data stays consistent between platforms

  • Tax rates align correctly for reporting and compliance

  • Only valid, payment-enabled accounts are used

This integration is one-way only. Data flows from Kyrios to Xero.

Core Features

Automatic Contact Syncing

  • All existing and new Xero contacts sync automatically into your Kyrios account

  • Includes customers and suppliers

  • Contact fields synced include:

    • Name

    • Email address

    • Phone number

Contact data remains aligned between both systems.

One-Way Invoice Sync (Kyrios → Xero)

  • Invoices are created in Kyrios

  • Invoices sync automatically into Xero

  • Synced invoice data includes:

    • Invoice number

    • Line items

    • Tax details

    • Payment status at time of sync

Invoices created or edited in Xero do not sync back to Kyrios.

Tax Rate Mapping

  • Kyrios tax rates must be mapped to Xero tax rates

  • Supports single-rate and multi-component tax structures

  • Ensures invoices sync without tax errors or reporting discrepancies

Tax mapping is mandatory for successful invoice syncing.

Account Filtering (Chart of Accounts)

  • Only payment-enabled accounts appear during setup

  • Bank accounts are excluded automatically

  • Prevents invalid or unsupported account mappings

This keeps financial data clean and compliant.

Automated Inactivity Monitoring

  • If no sync activity occurs for 60 days:

    • The integration disconnects automatically

    • An email notification is sent

This protects account security and data integrity.

How to Set Up the Xero Invoice Integration

Step 1: Open Integration Settings

  1. Go to Settings

  2. Select Integrations

  3. Choose Xero

Step 2: Connect Your Xero Account

  1. Log in with your Xero credentials

  2. Authorize Kyrios to access your Xero account

Step 3: Select Organization and Chart of Accounts

  1. Choose the correct Xero organization

  2. Enable payments on the chart of accounts you want available

  3. Confirm only payment-enabled accounts are selected

Step 4: Map Tax Rates

  1. Match each Kyrios tax rate to a corresponding Xero tax rate

  2. Confirm mappings before saving

Invoices will not sync if tax mapping is incomplete.

Step 5: Monitor Sync Activity

  • Monitor invoice sync status from Kyrios

  • Watch for email alerts related to:

    • Failed invoice syncs

    • 60-day inactivity disconnections

Common Issues and Fixes

Invoices Are Not Syncing

Cause: Tax rates are not fully mapped
Fix: Complete tax rate mapping for all active Kyrios tax configurations

Chart of Accounts Not Visible

Cause: Payments are not enabled in Xero
Fix: Enable payments on the relevant accounts in Xero settings

Integration Disconnected Automatically

Cause: No sync activity for 60 days
Fix: Reconnect the integration from Settings → Integrations → Xero

FAQ

Can I create invoices in Xero and have them appear in Kyrios?

No. The integration only supports one-way syncing from Kyrios to Xero.

What happens if I don’t use the integration for a while?

If there is no activity for 60 days, the integration disconnects automatically and you receive an email notification.

Why can’t I see my chart of accounts during setup?

Only payment-enabled accounts appear. Enable payments in your Xero chart of accounts to make them visible.

Are all contacts in Xero synced automatically?

Yes. All contacts, including suppliers, are synced into your Kyrios account.

What happens if an invoice fails to sync?

You receive an email alert with error details so you can resolve the issue and retry syncing.

Will payment updates made in Xero sync back to Kyrios?

No. Payment status is sent from Kyrios to Xero at the time of invoice creation. Updates made in Xero do not sync back.

Can I disable tax rate syncing?

No. Tax mapping is required for invoice syncing to function correctly.

How do I monitor integration activity?

Kyrios sends automatic email alerts if:

  • The integration becomes inactive

  • An invoice fails to sync

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