Connecting Xero

Xero is connected through OAuth, which means FiscoBridge securely links to your Xero account without you needing to share passwords. Once connected, your Xero invoices are automatically synced and fiscalized.

Setting Up the Connection

  1. Go to Integrations → Integrations in the sidebar

  2. Click Create Integration

Integrations page with the Create Integration button highlighted

  1. On the New Integration page, select the Xero card

New Integration page showing platform cards with the Xero card highlighted 4. You'll be redirected to Xero's authorization page 5. Log in to your Xero account (if not already logged in) 6. Select the Xero organization you want to connect 7. Click Allow Access

Xero authorization page asking to select an organization and allow FiscoBridge access

  1. You'll be redirected back to the Client Portal

Once authorized, the Xero integration appears in your integrations list with status Active.

Integrations list showing the Xero integration with Active status badge

What Gets Synced

  • Invoices from Xero are automatically pulled into FiscoBridge

  • Each invoice is fiscalized (signed and reported to the tax authority)

  • Fiscal status is linked back — you can view the Xero invoice directly from the POS Invoices page

Reconnecting

If the connection expires or is interrupted:

  1. Go to Integrations → Integrations

  2. Find your Xero integration in the list

  3. Click the Reconnect button

Xero integration row in the list with the Reconnect button visible for an inactive integration

  1. Complete the Xero authorization again

Note: Xero OAuth tokens expire periodically. If you see your integration marked as inactive, reconnecting will restore the sync.

Viewing Synced Invoices

Invoices synced from Xero appear in POS → POS Invoices. Each synced invoice includes a View in Xero link in its details dialog, taking you directly to the invoice in your Xero account.

Removing the Integration

  1. Go to Integrations → Integrations

  2. Click the Remove button next to the Xero integration

  3. Confirm the removal

Remove integration confirmation dialog asking to confirm disconnecting the Xero integration

Removing the integration stops the sync. Previously fiscalized invoices are not affected.

Troubleshooting

Invoices not syncing?

  • Check that the integration status is Active

  • Try reconnecting if the status shows as inactive

  • Make sure your integration license is active and hasn't exceeded its invoice limit

Wrong Xero organization?

  • Remove the current integration and create a new one, selecting the correct organization during the Xero authorization step

Next Steps

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