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Xero

Connect Xero and push invoices.

Use the Xero integration to send ClientDeck invoices into a connected Xero organization as draft invoices.

Updated May 2026

01

Connect Xero

Connecting starts an OAuth flow with Xero and links your Xero organization to ClientDeck.

  1. Open Settings and go to the Integrations tab.
  2. Start the Xero connection.
  3. Sign in with Xero and authorize access.
  4. Return to ClientDeck and confirm the connected status.

02

Pick your organization

If your Xero login has access to more than one organization, ClientDeck shows a picker so you can choose which one receives invoices.

  1. After connecting, check whether an organization picker appears.
  2. Select the Xero organization you want to use.
  3. Confirm the connected organization name shown in Integrations.
  4. A single organization account is selected automatically with no picker.

03

Push an invoice

From an invoice you can push it to Xero, which creates the contact if needed and creates the invoice as a draft.

  1. Confirm a Xero organization is selected in Integrations.
  2. Open an invoice in the Invoices workspace.
  3. Use the push to Xero action.
  4. Check the invoice for its recorded Xero sync state.

Notes

Invoices are created in Xero as drafts, and the push is idempotent. Re-pushing the same invoice returns the existing Xero invoice rather than creating a duplicate.