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Connecting Xero Growth+This feature requires the Growth+ plan or higher

Follow these steps to connect your Xero account to EquipDash.

Step 1: Open the Integrations Page​

  1. Click Settings in the sidebar.
  2. Select API & Integrations from the settings menu.
  3. Click the Integrations tab.

You will see the Xero integration card with a Connect to Xero button.

Step 2: Authorise with Xero​

  1. Click Connect to Xero.
  2. You will be redirected to Xero's login page.
  3. Sign in to your Xero account (or create one if you do not have one yet).
  4. Xero will ask you to choose which organization to connect. Select the organization you want to sync with EquipDash.
  5. Click Allow access to authorise EquipDash.
  6. You will be redirected back to EquipDash.

Step 3: Confirm the Connection​

Once authorised, the Xero integration card will show:

  • Connected status badge (green).
  • Organization name -- the Xero organization you selected.
  • Connected since -- the date you connected.
  • Last synced -- when data was last sent to Xero.

Xero integration settings

After Connecting​

Once connected, you should:

  1. Configure sync settings -- choose what to sync (invoices, payments, contacts, credit notes, vouchers).
  2. Set up account mapping -- tell EquipDash which Xero accounts to use for different types of revenue.
  3. Map your tax rates -- link your EquipDash tax rules to the correct Xero tax types.
  4. Fetch Xero data -- click Refresh Xero Data to load your accounts, tax rates, and branding themes.

See Configuring Xero for detailed instructions.

Connected Xero before card fees and staff hours were added?

The Xero settings page shows Reconnect Xero to send card fees and staff hours. Click Reconnect Xero and approve the new access in Xero. You only do this once, and your settings stay as they are.

Disconnecting from Xero​

If you need to disconnect:

  1. Scroll to the bottom of the Xero settings section.
  2. Click Disconnect from Xero.
  3. Confirm the action in the pop-up.
caution

Disconnecting stops all automatic syncing. Invoices and payments already in Xero are not affected, but no new data will be sent.

Troubleshooting​

IssueSolution
"Connect to Xero" button does nothingCheck that pop-ups are not blocked by your browser.
Redirected back but still shows "Not Connected"The authorisation may not have completed. Try clicking Connect to Xero again.
Connected to the wrong organizationDisconnect from Xero, then reconnect and choose the correct organization.
Token expired errors in sync logsEquipDash refreshes tokens automatically. If errors persist, disconnect and reconnect.