Simpro and Xero

Approved in Simpro, booked in Xero, paid back in Simpro

Every invoice approved in Simpro reaches Xero on its own, with the tax booked per line, and every payment recorded in Xero comes back to the same Simpro invoice, so nobody exports batches or retrieves payments by hand.

Create this setup How syncing works

Totals to the cent
Payments back in Simpro
Works next to Simpro's own link

Invoice in Simpro#1187 Harbour Café$2,640
Pending
Invoice in Xero#1187 Harbour Café$2,640
Not in Xero
Invoice in Simpro#1187 Harbour Café$2,640
Not exported
Payment in Simpro#1187 Harbour Café$1,000
Not in Simpro

Every step runs on its own, on each sync.

How it works

From an approved invoice to a payment in Simpro

What happens on every sync, and where your team takes over.

1In Simpro
Your customers stay the same in both
- Simpro customers and Xero contacts sync both ways, a company customer with its person as the contact.
2In Simpro
The invoice is approved
- It reaches Xero with one line per cost centre, the dates and the total.
- A pending invoice waits until it is approved.
3In Xero
Tax booked per line
- Every line gets the Xero tax rate and account you matched once, with the tax Simpro charged, so the total is the same to the cent.
- The invoice is marked as exported in Simpro, so Simpro's own Xero link skips it.
4In Simpro
The payment comes back
- A payment recorded in Xero lands on the same Simpro invoice as a customer payment, for exactly the amount newly paid.
- A part payment and the rest later each arrive once.

Every field of Simpro and Xero, record by record How Simpro behaves How Xero behaves Plans and the free trial

Ready when you are

Create this setup in one click

This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.

Create this setup

Filled in for you

Customers, both ways
Approved invoices, Simpro into Xero

On the Specific filters step you match your tax codes and pick the payment method for payments coming back.

The setup opens, filled inSimpro and Xero are chosen and the record types below are ticked, exactly as on this page.
No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.

Set it up your way

Your choice, your rules

Pick the way your bookkeeper wants it.

How tax lands in Xero

Every Simpro tax code and cost centre matched once to a Xero tax rate and account.
Each line is booked on its own rate, as if it were typed in Xero.

A Simpro tax code is only matched to a Xero rate with the same percentage. An invoice with a code you have not matched waits, with the reason in the run details, until you match it.

What you decide

The payment method
Picked once in the setup, with the account it is deposited to. Every payment from Xero uses it.
From which date
Optionally only invoices dated on or after the date you pick, so your history stays where it is.
Which customers
Everyone, or only customers who paid an invoice.

Also works with