Xero
Real-time books. Channel-level P&L.
Connect Xero to Workform for real-time financial sync. Sales, refunds, and expenses flow automatically into the right Xero accounts for accurate, up-to-date books.
Real-time books. Channel-level P&L.
Financial data syncs as transactions happen — your Xero dashboard always shows the current picture.
Real-time books
Financial data syncs as transactions happen — your Xero dashboard always shows the current picture.
Channel-level P&L
Track profitability per sales channel using Xero tracking categories, mapped automatically.
Bank rec made easy
Payments match invoices automatically, cutting reconciliation time by 90%.
Up and running in minutes
Three steps to connect Xero to Workform.
Connect your account
Authenticate with a single click — no API keys to copy, no webhooks to configure manually.
Configure your sync
Choose what data to sync, map fields to your workflows, and set your preferred sync frequency.
Go live
Enable the integration and watch data flow in real time. Monitor sync health from your dashboard.
Frequently asked
questions
Everything you need to know about the Xero integration.
Most merchants are up and running in under 5 minutes. Connect your Xero account, configure your sync preferences, and you're live. No developer required.
Yes. Changes sync bi-directionally in near real-time via webhooks. Inventory updates typically propagate in under 30 seconds to prevent overselling and data drift.
Absolutely. You have full control over which entities sync (products, orders, customers, inventory), field mapping, sync direction, and conflict resolution rules.
Our sync engine queues changes during outages and automatically reconciles when connectivity is restored. No data is lost, and you'll see a full audit trail of what synced and when.
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use OAuth 2.0 for authentication where supported, and never store third-party credentials in plain text. Workform is SOC 2 Type II compliant.
Ready to connect Xero?
Start syncing in minutes — no credit card required. Free for up to 500 orders per month.