Xero Integration
Integrate AgencyPro with Xero to automatically sync invoices, payments, contacts, and expenses to your Xero accounting software. Built for agencies in the UK, Australia, New Zealand, and other Xero-friendly markets, the integration keeps your books accurate in real-time without manual data entry. Multi-currency, tax, and tracking categories are all supported.
Why Connect Xero with AgencyPro?
Xero is the accounting standard for agencies in the UK, Australia, New Zealand, and much of Europe — and connecting it to AgencyPro eliminates the most tedious admin in your business. Every invoice you issue from AgencyPro appears in Xero instantly, ready for bank reconciliation. Payments are matched automatically. GST or VAT is calculated correctly per region. For agencies running multi-currency engagements (a British agency billing a US client in USD, for example), Xero's FX handling combined with AgencyPro's invoicing means your books show the correct home-currency revenue without any manual adjustment. The result: your monthly BAS or VAT return takes 30 minutes instead of two days.
Key Features
Benefits for Your Agency
How Agencies Use Xero with AgencyPro
Streamline BAS/VAT returns for tax periods
Because every invoice syncs to Xero with the correct tax rate automatically, your quarterly BAS (Australia) or VAT return (UK/EU) is generated from clean data with no reconciliation required.
Track profitability by client with Xero tracking categories
Map each AgencyPro client to a Xero tracking category, then pull P&L reports filtered by client in Xero to see which accounts are most profitable.
Reconcile bank feeds automatically
When a client pays an invoice, the payment records in Xero match exactly against incoming bank feed transactions — reconciliation becomes a one-click confirmation.
How to Set Up Xero
- Navigate to Settings → Integrations → Xero in AgencyPro
- Click "Connect Xero" and authenticate via OAuth with your Xero account
- Select which Xero organisation to connect (if you manage multiple)
- Map AgencyPro services to Xero revenue accounts and tax rates
- Optionally assign Xero tracking categories to AgencyPro projects or clients
- Run the initial sync — existing unpaid invoices push to Xero immediately
Frequently Asked Questions
Which Xero plans support this integration?
All Xero plans with API access are supported, including Starter, Standard, and Premium. The Starter plan has transaction limits, so high-volume agencies should use Standard or Premium.
Does the integration handle GST and VAT correctly?
Yes. During setup you map AgencyPro services to specific Xero tax rates (e.g., GST 10% in Australia, VAT 20% in the UK, reverse-charge for EU B2B). The correct rate applies automatically on each synced invoice.
Can I sync historical invoices into Xero?
You can sync invoices created up to 12 months before connection. Most agencies start fresh to avoid duplicates if they already have historical data in Xero, but bulk historical sync is available if needed.
What happens if a client record already exists in Xero?
The integration checks for existing contacts by email first, then by name, and merges rather than duplicating. If no match is found, a new Xero contact is created from the AgencyPro client record.
Can I use tracking categories for projects?
Yes. You can map AgencyPro projects or clients to Xero tracking categories. This enables detailed profitability reporting per client or engagement directly inside Xero without any manual tagging.
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Ready to Get Started?
Connect Xero with AgencyPro and streamline your workflow today.