Xero
Sign in with Xero and approve read-only access. Invogi never sees your Xero password.
Who does this: a Xero user with access to the organisation, typically an adviser or admin.
Connect
Section titled “Connect”- If your Xero login covers more than one organisation, open Xero → Settings → Connected apps and disconnect the ones you do not want to sync. Invogi connects only when exactly one organisation is available.
- In Invogi, go to Integrations → ERP and choose Connect Xero. If you have several Invogi companies, first pick the one to import into.
- Sign in to Xero, select the organisation and approve read-only access to contacts and invoices.
- Back in Invogi, use Sync now for the first import. After that it syncs hourly.
What Invogi reads
Section titled “What Invogi reads”Supplier contacts and supplier bills that are approved or paid. Draft, awaiting-approval, deleted and voided bills are not imported; a bill is picked up once it is approved.
Limits
Section titled “Limits”- Xero does not expose supplier bank accounts in a form Invogi can compare, so bank-detail change checks are not available for Xero bills.
- Xero rate-limits API calls. A rate-limited sync resumes on the next scheduled run.
- Xero access expires after 60 days without use; reconnect if a connection has been idle that long.
Troubleshooting
Section titled “Troubleshooting”“This Xero login has access to multiple organisations”. Disconnect the extra organisations under Xero → Connected apps, then connect again.
Status shows “Reconnect this integration”. Xero access was revoked or expired. Use Reconnect on the connection.