Xero Integration

Beautiful cloud accounting, natively synchronized.

Finance

Seamless Cloud Synchronization

Connect your business OS directly to Xero. Sync customers, invoices, expense claims, and timesheets seamlessly to maintain perfect financial oversight.

Connect Xero FreeBack to directory

Key Integration Benefits

  • Instant Ledger Updates: Payment states stay synchronized in real time.
  • Client Alignment: See Xero invoice status directly on customer CRM files.
  • Streamlined Payroll: Send approved team timesheet summaries straight to Xero.

Setup Guide & Connection Steps

  1. 1Select Xero from the integrations tab.
  2. 2Authenticate with your Xero organizational details.
  3. 3Map contact profiles and invoicing lines.
  4. 4Activate auto-synchronization rules.

Supported Automation Triggers & Actions

Use our built-in rules editor to automate custom business logic. No-code trigger and action setups can be configured instantly.

Active Rule Sync

UNOBITS project completed → Create Xero draft invoice

Active Rule Sync

Client profile updated → Sync customer contact file inside Xero

Active Rule Sync

Payment cleared in Xero → Mark UNOBITS billing record as Paid

Bridge the gaps. Standardize execution.

With UNOBITS, you can connect your must-have legacy tools while running the core of your team’s delivery, files, calendar, and shared inbox inside one single cohesive environment.

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