Xero Integration Resources

⏱️ 2 minute read

Forecast’s Xero integration links your project management and time & expense workflows with your accounting system so financial data flows between the two systems rather than being manually duplicated across platforms.

This article includes:

• Overview of the Xero Integration
• Connecting the Integration
• Using the Integration

Overview of the Xero Integration

The Xero integration works by importing customers and purchase orders from Xero to Forecast and exporting Invoices from Forecast to Xero. After an invoice has been exported to Xero, any payments made to the invoice in Xero will be synchronized back to Forecast and will automatically appear on a project's budget page as the paid amount.

Data Flow between Forecast and Xero

Xero Webhooks

In addition to the initial sync, changes to linked invoices and clients in Xero will be reflected in Forecast via Xero's webhooks.

For invoices, this applies to: 

• Date, Due date, Currency & invoice reference
• Invoice entry changes (quantity, unit price, tax, discount) and new/removed entries
• Invoice payment changes (amount) and new/removed payments

For clients this applies to the fields:

• Name
  • Street
  • Zip
  • City
  • Country

Connecting the Integration

Connect the integration and link clients before importing purchase orders or synchronizing invoices.

• Connecting the Xero for Forecast Integration
• Syncing Xero Clients with Forecast

Using the Integration

Learn how to import purchase orders, export invoices and synchronize payments. 

• Importing Purchase Orders from Xero
• Exporting Invoices to Xero