Connecting to Xero
Step-by-step guide to syncing Gaffer with your Xero accounting software for automatic invoice and payment reconciliation.
In this guide
Why connect Xero?
Connecting Gaffer to Xero means your invoices, payments, and customer records sync automatically. No more double-entry, no more copying numbers between systems, no more reconciliation headaches at month-end.
Your accountant can access everything they need in Xero without needing a Gaffer login.
Setting up the connection
Navigate to Settings → Integrations → Xero and click Connect. You'll be redirected to Xero to authorise the connection. Sign in with your Xero credentials and approve access.
- Go to Settings → Integrations
- Click Connect next to Xero
- Sign in to Xero and authorise Gaffer
- Choose which Xero organisation to connect (if you have multiple)
- Map your default revenue account and tax rate
- Click Save
What syncs
Customers — New customers created in Gaffer are synced to Xero as Contacts. Existing Xero contacts are matched by email address.
Invoices — When you mark an invoice as Sent in Gaffer, it's created in Xero as an Accounts Receivable invoice with matching line items and VAT.
Payments — When a customer pays via Pay by Bank or card, the payment is recorded against the Xero invoice automatically.
Troubleshooting
If sync fails, check the Settings → Integrations → Xero → Sync Log for error details. Common issues include expired tokens (reconnect Xero), mismatched tax rates, or duplicate contacts.
Gaffer syncs in real time — changes typically appear in Xero within 30 seconds.
💡 Tip: If you use Xero Payroll or Xero Projects, those are separate integrations available under Settings → Integrations.