# Xero Integration with GHL Customer Care > Sync invoices from GHL Customer Care to Xero with contacts, line items, discounts, taxes, and currencies. One GHL Customer Care account connects to one Xero org. - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/xero-integration-with-ghl-customer-care - Section: Payments / Invoices & Estimates - Reading time: 6 min - Images: 12, each explained below - Modified on Mon, 9 Feb at 11:05 PM --- This article explains the Payments - Xero Integration feature that streamlines financial workflows by automatically syncing contacts and invoices between GHL Customer Care and Xero. With real-time updates and accurate tax mapping, this integration reduces manual work while ensuring data consistency across your systems. --- **TABLE OF CONTENTS** - [Xero Integration with GHL Customer Care](#xero-integration-with-ghl-customer-care) - [Key Benefits of Payments - Xero Integration](#key-benefits-of-payments-xero-integration) - [How to Set Up Xero Integration](#how-to-set-up-xero-integration) - [How it works](#how-it-works) - [Frequently Asked Questions](#frequently-asked-questions) --- ## **Xero Integration with GHL Customer Care** The Xero integration lets you one‑way sync invoices from GHL Customer Care to Xero. Contacts are first imported from Xero into GHL Customer Care, so invoices created in GHL Customer Care can map to the correct Xero contact when they’re synced. If a matching contact isn’t found, a new contact is created in Xero during the invoice sync. **What syncs today** - **Contacts:** Imported from Xero → GHL Customer Care for mapping; new Xero contact is created on invoice sync if no match exists. - **Invoices:** Any invoice created in GHL Customer Care gets created in Xero automatically. Line items and discounts are included in the invoice created. **Products/Items are not created** in Xero; line items stay on the invoice only. - **Taxes:** If the mapped tax already exists in Xero, it’s applied; if not, a **new tax rate is created and sent** with the invoice. - **Currencies:** The invoice currency is passed to Xero; **new currencies are added to the org if they don’t already exist**. (Ensure your Xero plan supports multi‑currency.) - **Status:** As and when the status of the Invoice changes -> the statuses are synced into Xero. Eg: Sent, Partially Paid, Void. **What does not sync** - **Receipts:** Receipt syncing is not included in this integration. It will be available soon. ### **Flow Diagram** ![Flow Diagram (image 1 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052075397/original/JBkgecCQkPnRuEeHkRTHVxGZqjTegX8jyw.png) **Flow Diagram (image 1 of 12)** This screenshot appears in the "Flow Diagram" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: Receipts: Receipt syncing is not included in this integration. It will be available soon. Immediately after, the guide continues: Leveraging this integration empowers you to enhance efficiency and accuracy across your financial operations. Key benefits include. - What this covers: Receipts: Receipt syncing is not included in this integration. It will be available soon. - Next: Leveraging this integration empowers you to enhance efficiency and accuracy across your financial operations. Key benefits include: --- ## **Key Benefits of Payments - Xero Integration** Leveraging this integration empowers you to enhance efficiency and accuracy across your financial operations. Key benefits include: - Automatically syncing new or updated contacts to maintain accurate records. - Instantly transferring invoices from GHL Customer Care to Xero with up-to-date payment statuses and tax details. - Ensuring compliance through precise tax mapping, even with multi-component tax structures. - Filtering accounts to display only those with payments enabled, keeping data relevant and organized. --- ## **How to Set Up Xero Integration** Connecting your GHL Customer Care sub-account to Xero is straightforward and ensures that all financial data flows seamlessly between platforms. Follow these steps to set up the integration: ### **Step 1:** Navigate to Xero under Integrations In the left navigation, click **Settings → Integrations → Xero.** ![Step 1: Navigate to Xero under Integrations (image 2 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052070129/original/uzX2jg7WfM2yiVPnqkjVRQoGzHr2W1LUTQ.png) **Step 1: Navigate to Xero under Integrations (image 2 of 12)** This screenshot appears in the "Step 1: Navigate to Xero under Integrations" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the left navigation, click Settings → Integrations → Xero. Immediately after, the guide continues: In the Integrations list, click the Xero tile, then select Connect. This opens a secure Xero window for authorization. - What to click: In the left navigation, click Settings → Integrations → Xero. - Controls: Settings → Integrations → Xero. - Next: In the Integrations list, click the Xero tile, then select Connect. This opens a secure Xero window for authorization. ### **Step 2:** Choose Xero In the Integrations list, click the Xero tile, then select Connect. This opens a secure Xero window for authorization. ![Step 2: Choose Xero (image 3 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056907154/original/GBLAjHNNQejAbp4YrY-Jv0nGdybkIU65Xg.png) **Step 2: Choose Xero (image 3 of 12)** This screenshot appears in the "Step 2: Choose Xero" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Integrations list, click the Xero tile, then select Connect. This opens a secure Xero window for authorization. Immediately after, the guide continues: Sign in to Xero (if prompted), select the Xero organization you want to connect, and click Allow access. (GHL Customer Care requests standard scopes to read contacts/settings and create invoicing transactions.). - What to choose: In the Integrations list, click the Xero tile, then select Connect. This opens a secure Xero window for authorization. - Next: Sign in to Xero (if prompted), select the Xero organization you want to connect, and click Allow access. (GHL Customer Care requests standard scopes to read contacts/settings and create invoicing transactions.) ### **Step 3:** Sign in & Authorize Sign in to Xero (if prompted), select the Xero organization you want to connect, and click Allow access. (GHL Customer Care requests standard scopes to read contacts/settings and create invoicing transactions.) ![Step 3: Sign in & Authorize (image 4 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056907424/original/8VgcvzeiTBD-50UXRDzPwJg_wVeCAgjqQw.png) **Step 3: Sign in & Authorize (image 4 of 12)** This screenshot appears in the "Step 3: Sign in & Authorize" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: Sign in to Xero (if prompted), select the Xero organization you want to connect, and click Allow access. (GHL Customer Care requests standard scopes to read contacts/settings and create invoicing transactions.). Immediately after, the guide continues: Tip: Once connected, confirm the connection in GHL Customer Care Back in GHL Customer Care, you’ll see the connected organization name and connection status in Integrations → Xero. - What to choose: Sign in to Xero (if prompted), select the Xero organization you want to connect, and click Allow access. (GHL Customer Care requests standard scopes to read contacts/settings and create invoicing transactions.) - Controls: Tip - Next: Tip: Once connected, confirm the connection in GHL Customer Care Back in GHL Customer Care, you’ll see the connected organization name and connection status in Integrations → Xero. **Tip**: Once connected, confirm the connection in GHL Customer Care Back in GHL Customer Care, you’ll see the connected organization name and connection status in Integrations → Xero. [](https://drive.google.com/open?id=1q1J8J1wB0FBAXdRxwZNYOIOhAc6UARFO) ### **Step 4:** Choose a default account for invoices In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. ![Step 4: Choose a default account for invoices (image 5 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056907699/original/NLtmmZwE-jGy0o-SBZJ8xhQgIb4Ll05NMQ.png) **Step 4: Choose a default account for invoices (image 5 of 12)** This screenshot appears in the "Step 4: Choose a default account for invoices" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: How to view all "Chart of Accounts" in Xero Integration? If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero From your Xero…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: How to view all "Chart of Accounts" in Xero Integration? If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xero From your Xero dashboard, select your organization. Click Settings from the dropdown menu. Step 2: Open Advanced Settings In Organization settings, scroll down and click Looking for advanced settings? Step 3: Access Chart of Accounts Under Advanced Accounting, click Chart of accounts. Step 4: Select the Relevant Account From the list of accounts, choose the account you want to connect (e.g., Prepayments). Click to edit the details of this account. Step 5: Enable Payments for the Account In the edit popup: Step 6: Connect to CRM Go back to your CRM Xero integration. Under Connected Account, select the account you just enabled (e.g., Prepayments). Once done, your Chart of Accounts will now be visible and ready to use in your CRM. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. --- ### How to view all "Chart of Accounts" in Xero Integration? If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. ### **Step 1:** Go to Settings in Xero From your Xero dashboard, select your organization. Click Settings from the dropdown menu. ![Step 1: Go to Settings in Xero (image 6 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650525/original/V5GhObE_hP5_jtSQfOGHz_Df4wQG6oq4kA.jpeg) **Step 1: Go to Settings in Xero (image 6 of 12)** This screenshot appears in the "Step 1: Go to Settings in Xero" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. ### **Step 2:** Open Advanced Settings In Organization settings, scroll down and click Looking for advanced settings? ![Step 2: Open Advanced Settings (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650526/original/MhNDbxF8re4TyogB_DPkIF42Qmp7uGR6Vw.jpeg) **Step 2: Open Advanced Settings (image 7 of 12)** This screenshot appears in the "Step 2: Open Advanced Settings" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. ### **Step 3:** Access Chart of Accounts Under **Advanced Accounting**, click **Chart of accounts**. ![Step 3: Access Chart of Accounts (image 8 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650522/original/2UkCixPoVD7z-HbBP0KYMuNZaXTkh4uZHg.jpeg) **Step 3: Access Chart of Accounts (image 8 of 12)** This screenshot appears in the "Step 3: Access Chart of Accounts" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. ### **Step 4:** Select the Relevant Account From the list of accounts, choose the account you want to connect (e.g., Prepayments). Click to edit the details of this account. ![Step 4: Select the Relevant Account (image 9 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650524/original/GIwnfvHXPPSP2RiQqNVc7zkEJj9MiX0REw.png) **Step 4: Select the Relevant Account (image 9 of 12)** This screenshot appears in the "Step 4: Select the Relevant Account" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. ### **Step 5:** Enable Payments for the Account In the edit popup: - Tick ✅ **Enable payments to this account**. - Click **Save**. ![Step 5: Enable Payments for the Account (image 10 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056908925/original/Z6KxVG9-8cbq0f2T_cStKfqrLuBhjnEQmA.png) **Step 5: Enable Payments for the Account (image 10 of 12)** This screenshot appears in the "Step 5: Enable Payments for the Account" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. ### **Step 6:** Connect to CRM Go back to your CRM Xero integration. Under **Connected Account**, select the account you just enabled (e.g., _Prepayments_). ![Step 6: Connect to CRM (image 11 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052650515/original/l3sp-IJO5kkUzVlecULoxkFCCguDQTI-yw.jpeg) **Step 6: Connect to CRM (image 11 of 12)** This screenshot appears in the "Step 6: Connect to CRM" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. Immediately after, the guide continues: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact…. - What to choose: In the Xero settings pane inside GHL Customer Care, select the account and organization you want to use when posting invoices to. - Controls: Advanced Accounting, Chart of accounts, Enable payments to this account, Save, Connected Account - Next: On connection, GHL Customer Care imports active Xero contacts (core profile details) so your upcoming invoices map to the right contact. If you later sync an invoice and no imported contact matches, GHL Customer Care will create the contact in Xero automatically during the invoice sync. Full procedure: 1. Tick ✅ Enable payments to this account. 2. Click Save. Once done, your Chart of Accounts will now be visible and ready to use in your CRM. --- ## **How it works** ### **1\. Contacts import (Xero → GHL Customer Care)** - On connection, GHL Customer Care imports **active Xero contacts** (core profile details) so your upcoming invoices map to the right contact. - If you later sync an invoice and **no imported contact matches**, GHL Customer Care will **create the contact in Xero automatically** during the invoice sync. ### **2\. Invoice sync (GHL Customer Care → Xero)** When you create/send an invoice in GHL Customer Care and choose Sync to Xero, GHL Customer Care posts an invoice to your connected Xero org that includes: 1. **Contact:** The imported/matched Xero contact, or a **new Xero contact** is created if none exists. 2. **Line items:** Names, quantities, amounts, and **discounts** are sent on the invoice. **Products/Items are not created** in Xero. 3. **Taxes:** - If a **mapped tax** already exists in Xero, that **existing tax rate** is applied. - If not, GHL Customer Care **creates the tax rate** on the fly and uses it for the invoice. 4. **Currencies:** - The invoice currency is passed to Xero. - If that currency **isn’t enabled**, GHL Customer Care **adds/enables it** in your Xero org before posting the invoice. _(Ensure your Xero plan supports multi‑currency.)_ ### **3\. What’s intentionally out of scope** - **No receipt syncing:** Receipt/expense entries (or receipt PDFs) are not synced by this integration. - **No item catalog sync:** GHL Customer Care does not create or manage **Products/Items** in Xero; line items stay embedded in the invoice. ### **4\. Disconnections** ### ** ![4. Disconnections (image 12 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052070896/original/e32i-hdj1zBlLo94muGsFohu90_8DE5PGg.png) **4. Disconnections (image 12 of 12)** This screenshot appears in the "4. Disconnections" section of "Xero Integration with GHL Customer Care". The text alongside this image reads: No receipt syncing: Receipt/expense entries (or receipt PDFs) are not synced by this integration. No item catalog sync: GHL Customer Care does not create or manage Products/Items in Xero; line items stay embedded in the invoice. Immediately after, the guide continues: Best practice: If you use accounting‑specific tracking categories or bespoke revenue accounts in Xero, set the default account mapping in GHL Customer Care’s Xero settings carefully, and avoid mapping Bank accounts to line items to prevent…. - What this covers: No receipt syncing: Receipt/expense entries (or receipt PDFs) are not synced by this integration. No item catalog sync: GHL Customer Care does not create or manage Products/Items in Xero; line items stay embedded in the invoice. - Controls: default account mapping, Bank - Next: Best practice: If you use accounting‑specific tracking categories or bespoke revenue accounts in Xero, set the default account mapping in GHL Customer Care’s Xero settings carefully, and avoid mapping Bank accounts to line items to prevent Xero validation errors. ** **Best practice:** If you use accounting‑specific tracking categories or bespoke revenue accounts in Xero, set the **default account mapping** in GHL Customer Care’s Xero settings carefully, and avoid mapping **Bank** accounts to line items to prevent Xero validation errors. --- ## **Frequently Asked Questions** **Q. Is this a one‑way or two‑way sync?** **One‑way.** Contacts import from Xero to GHL Customer Care for mapping, and **invoices sync from GHL Customer Care to Xero**. **Q. Will GHL Customer Care create new contacts in Xero?** Yes—if the invoice’s customer doesn’t match any imported contact, **GHL Customer Care will create the contact in Xero** at sync time. **Q. Do products/items get created in Xero?** No. **Line items** are posted on the invoice only; **Products/Items are not created** or maintained in Xero. **Q. How are taxes handled?** If the mapped tax rate already exists in Xero, it’s used. If it doesn’t exist, **GHL Customer Care creates the tax rate** and applies it to the invoice. **Q. How are currencies handled?** GHL Customer Care passes the invoice currency to Xero and **adds it to the org if it isn’t already enabled**. Make sure your Xero org supports multi‑currency. **Q. Are receipts synced?** No. **Receipt syncing is not included** in this integration. **Q. Can I connect multiple Xero organizations to one GHL Customer Care account?** Not in this version. **One GHL Customer Care account/instance connects to one Xero organization** at a time. Agencies/whitelabels can connect each sub‑account to its own Xero org separately. **Q. Where do I manage the connection?** Go to **Settings → Integrations → Xero** in GHL Customer Care to view the **connected organization name**, check status, and **disconnect/reconnect** as needed. **Q. I received “Organisation is not subscribed to currency XXX.” What should I do?** This occurs when the invoice currency isn’t enabled in your Xero org. Enable multi‑currency in Xero and retry, or ensure your org allows that currency; GHL Customer Care will pass and create currencies as part of sync once available. **Q. I disconnected—how do I reconnect?** Return to **Settings → Integrations → Xero** and click **Connect** to authenticate again and select your organization. Q. Will invoices created before connecting Xero sync automatically? No. Typically, only invoices created after the Xero integration will sync automatically. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com