Xero Integration
The B2B quote-to-cash layer for Xero.
Invoice creation from accepted quotes. Contact sync. Payment status updates.
Connector Technical Specs
Integration Overview
How TackQuote connects with Xero
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote's Xero integration automates the accounting leg of your quote-to-cash cycle. When a buyer accepts a quote, TackQuote creates a draft invoice in Xero with all line items, contact details, and payment terms pre-filled. Payment status in Xero flows back to TackQuote so your sales team knows when invoices are settled.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Xero to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Xero.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Xero GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Xero before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Xero and TackQuote.
Capabilities
What's included in the Xero connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Invoice Auto-Creation
Accepted quotes create draft invoices in Xero instantly. Line items, quantities, unit prices, and tax rates transfer without manual entry.
Contact Sync
TackQuote buyer profiles sync to Xero contacts. New buyers create new Xero contacts; existing contacts are matched by email.
Payment Status Updates
When an invoice is marked paid in Xero, the status updates in TackQuote's quote timeline. Your sales team knows instantly.
Tax Rate Mapping
Map TackQuote tax rules to Xero tax rates. Tax-exempt buyers processed through ExemptAx pass zero-rated tax through to Xero invoices.
Setup Guide
4 steps to connect Xero
TackQuote connects to Xero via OAuth 2.0. Invoice creation is automatic; no manual export or copy-paste required.
Connect via Xero OAuth
Click "Connect Xero" in TackQuote Integrations. Authorize access to your Xero organisation and select the entity you want invoices created in.
Map accounts and tax rates
Map TackQuote product categories to Xero revenue accounts and tax codes. TackQuote provides sensible defaults that you can override.
Set invoice trigger
Choose when invoices are created: on quote acceptance, on e-signature, or manually. Set default invoice due date rules (Net 30, etc.).
Close the loop
Accepted quotes generate Xero invoices automatically. Payment confirmations in Xero reflect back in TackQuote.
Requirements
What you need to get started
Prerequisites for authenticating Xero with your TackQuote tenant.
- Xero Starter, Standard, or Premium plan
- Xero account admin access for OAuth
- TackQuote Starter plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Xero and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Xero
Can I create Xero quotes (estimates) instead of invoices?
By default, TackQuote creates Xero invoices in draft status. Xero quote/estimate creation is on our roadmap.
Does TackQuote support multi-currency Xero invoices?
Yes. If a TackQuote quote is in a foreign currency and your Xero organisation has multi-currency enabled, the invoice is created in the correct currency.
Workflow Ecosystem
Works seamlessly alongside Xero
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Xero?
Start your free 14-day TackQuote trial. Connect Xero in under 5 minutes with zero credit card required.