Automate Xero
Integration & Workflows
Automate Xero integration with your e-commerce, CRM, and business systems. Eliminate manual invoice entry, sync bank transactions automatically, and get real-time financial reporting. Perfect for online retailers, service businesses, and international operations.
The Power of Integration
Real results from businesses that automated their Xero workflows
Automated invoice and transaction recording
Automatic bank reconciliation and matching
Eliminate manual entry errors completely
Continuous integration across all systems
The Manual Integration Challenge
Common problems businesses face without automated Xero integration
Manual Invoice Entry
Typing invoices from your CRM, e-commerce store, or project management tool into Xero wastes hours daily.
Limited Native Integrations
Xero connects to popular apps, but your industry-specific or custom software needs custom integration work.
Bank Reconciliation Delays
Manual bank feed matching and categorization creates month-end bottlenecks and delays financial reporting.
E-commerce Data Overload
High transaction volumes from Shopify, WooCommerce, or Amazon overwhelm manual Xero entry processes.
Multi-Currency Complexity
Managing foreign currency transactions, conversions, and reconciliation manually is error-prone and time-consuming.
Reporting Limitations
You need to combine Xero data with other systems for complete business intelligence, requiring manual exports and spreadsheet work.
What We Connect Xero With
Seamlessly integrate Xero with your existing business systems
E-commerce Platforms
Automate sales orders, inventory, and payment sync from Shopify, WooCommerce, BigCommerce, or Amazon to Xero.
CRM Systems
Connect Salesforce, HubSpot, Pipedrive, or industry CRMs for automated customer and invoice synchronization.
Payment Gateways
Integrate Stripe, PayPal, Square, or other processors to automatically record and reconcile payments in Xero.
Inventory Management
Sync inventory levels, purchase orders, and stock movements between Xero and your warehouse management system.
Expense Management
Connect Expensify, Concur, or Receipt Bank to automatically import and categorize expenses into Xero.
Business Intelligence
Feed Xero data into Power BI, Tableau, or Google Data Studio for advanced reporting and dashboards.
Integration Capabilities
Everything we can automate with Xero integration
Automated Invoicing
Generate and sync invoices automatically from your CRM, project management, or e-commerce system to Xero.
- Automatic invoice creation from sales orders
- Customer matching and sync
- Line item and tax calculation
- Recurring invoice automation
Bank Feed Automation
Intelligent bank transaction matching and categorization with AI-powered rules.
- Auto-match transactions to invoices
- Smart categorization rules
- Multi-account reconciliation
- Foreign currency handling
E-commerce Integration
Handle high-volume e-commerce transactions automatically with detailed sales breakdown.
- Automated daily sales summaries
- Product-level revenue tracking
- Payment gateway reconciliation
- Refund and return processing
Bill & Expense Processing
OCR-extract bill data, auto-categorize, and sync to Xero with approval workflows.
- Receipt and bill OCR extraction
- Automatic GL coding
- Multi-level approval routing
- Vendor payment tracking
Contact Synchronization
Keep customers and suppliers in sync between Xero and your CRM or other business systems.
- Bi-directional contact sync
- Automatic duplicate detection
- Address and detail updates
- Credit limit management
Advanced Reporting
Combine Xero financial data with operational data for comprehensive business analytics.
- Multi-source data aggregation
- Custom dashboard creation
- Automated report distribution
- Real-time KPI monitoring
Success Stories
Real businesses that automated their Xero integrations
E-commerce Retailer: Xero & Shopify Automation
An online retailer processing 500+ daily Shopify orders was manually entering sales summaries into Xero, taking 2+ hours daily. We automated complete Shopify-to-Xero integration including sales, payments, refunds, and inventory. Financial data now syncs automatically with product-level detail. The business eliminated manual accounting work and improved financial accuracy.
2 hrs/day eliminated
500+ daily orders automated
100% data accuracy
Real-time inventory sync
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Xero integration
Does Xero integration work with Xero Practice Manager for accountants?
Yes! We integrate with both Xero Accounting and Xero Practice Manager. For accounting firms, we can automate client data sync, timesheets, invoicing, and reporting workflows across multiple client Xero organizations.
Can you handle multi-currency and international Xero setups?
Absolutely. We work with Xero's multi-currency features to handle foreign currency transactions, automatic exchange rate updates, bank accounts in different currencies, and international supplier/customer management. Perfect for businesses operating globally.
Will integration work with Xero's tracking categories and custom fields?
Yes! We map tracking categories (departments, locations, projects) and custom fields between systems. Your dimensional reporting and project tracking will be preserved across integrations, giving you the detailed financial analysis you need.
How does Xero integration handle high transaction volumes?
Our integration is built for scale. We use batch processing, smart queuing, and Xero API rate limit management to handle thousands of transactions daily. E-commerce stores, wholesalers, and high-volume businesses can process all transactions automatically without API throttling.
Can we sync historical transactions or only new data?
Both! We can perform one-time historical data migration to bring past transactions into Xero, then switch to real-time or scheduled sync for ongoing transactions. This gives you complete financial history without manual import.
Is Xero integration secure with our financial data?
Security is paramount. We use OAuth 2.0 authentication with Xero's official API, encrypted connections, and secure token management. Your Xero data is accessed only by the integration—we don't store your financial information. All activity is logged for compliance and audit trails.
What happens if Xero API limits are reached?
Our integration includes intelligent rate limit management. We queue transactions, batch operations efficiently, and spread API calls across time windows to stay within Xero's limits. You won't experience failed syncs or downtime due to API throttling.
Can you integrate Xero with our custom-built software?
Yes! Whether you have proprietary systems, legacy software, or custom applications, we can build integrations using APIs, database connections, or RPA. We connect Xero to virtually any system, even those without standard integration options.
Ready to Automate Xero Integration?
Get a free assessment showing how we'll connect Xero to your business systems and eliminate manual accounting work. Custom integration plan with ROI projections included.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap