The Xero integration keeps your Taskip invoices, contacts, and payments in sync with your Xero accounting software — automatically.

When you send an invoice in Taskip, it appears in Xero. When a client pays that invoice in Xero, Taskip marks it as paid. When you add a new contact, they’re created in Xero too. No double-entry. No copy-pasting. No missed payments.

What syncs:

• Contacts — Taskip contacts → Xero contacts
• Invoices — Taskip invoices → Xero invoices (as accounts receivable)
• Payments — two-way: Taskip-recorded payments push to Xero, and Xero-recorded payments pull back to Taskip

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Before You Start

You will need:

• A Xero account with at least one active organisation
• Administrator or Manager role in Taskip (other roles cannot access integrations)
• (Optional but recommended) Your Xero accounts and tax rates already set up in Xero

No API keys needed — Xero uses a secure login flow (OAuth 2.0). You’ll simply log in to Xero in your browser and approve the connection.

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Step-by-Step: Connect Your Xero Account

Step 1 — Start the Connection

In Taskip, go to: Settings → Integrations → Xero

Click Connect with Xero.

Taskip generates a secure link and redirects you to the Xero login page.

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Step 2 — Log In to Xero and Approve Access

You’ll land on Xero’s own website. Log in with your Xero credentials and click Allow Access.

Xero will ask permission for:

• Reading and writing your contacts
• Reading and writing your invoices
• Reading and writing your payments
• Reading your account settings (for tax rates and chart of accounts)

Click Allow Access to continue.

Important: Taskip only uses this access to sync your business data. Your Xero credentials are never stored in Taskip — only a secure access token is saved (encrypted).

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Step 3 — Select Your Xero Organisation

After approving access, one of two things will happen:

If you have one Xero organisation: You’re automatically connected. Done.

If you have multiple Xero organisations: Taskip shows a list of your organisations. Select the one you want to connect to Taskip, then click Confirm.

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Step 4 — Confirm the Connection

You’ll be returned to Taskip with a green “Connected” status showing your Xero organisation name and the connection date.

From this moment:

• New contacts created in Taskip are pushed to Xero automatically
• Invoices sent from Taskip are pushed to Xero automatically
• Payments are synced in both directions

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Disconnect Xero

To remove the connection: Settings → Integrations → Xero → Disconnect

This revokes Taskip’s access from Xero immediately. Existing data in Xero is not deleted — only the live sync stops.

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Configure Your Settings

After connecting, go to the Settings tab to configure how data syncs.

Before configuring: First load your Xero accounts and tax rates by visiting the Settings tab — Taskip fetches these directly from your Xero account.

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Default Account

What it does: When an invoice line item doesn’t have a specific account assigned, Taskip uses this account code as the fallback.

Why you’d set it: Every invoice line item in Xero requires an account code. If you haven’t mapped specific categories, this default ensures invoices always go through without errors.

How to set it: Click “Load Accounts” to fetch your Xero chart of accounts, then pick your main sales or revenue account (e.g. “200 – Sales”).

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Default Bank Account

What it does: When a payment is recorded, Taskip sends it to this bank account in Xero.

Why you’d set it: Xero needs to know which bank account received the money when a payment is logged. Without this, payment sync will not work.

How to set it: Select your main bank account from the dropdown (fetched from your Xero accounts).

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Default Tax Rate

What it does: When an invoice line item doesn’t have a specific tax rate assigned, Taskip uses this tax type as the fallback.

How to set it: Click “Load Tax Rates” to fetch your Xero tax rates, then select your standard rate (e.g. “Tax on Sales 15%”, or “No Tax” if you’re tax-exempt).

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Tax Mappings

What it does: Map each of your Taskip tax configurations to the correct Xero tax type.

Why you’d set it: If you use multiple tax rates in Taskip (e.g. standard rate, zero rate, export rate), this ensures each one maps to the right Xero tax type — not just the default.

Example:

Taskip Tax	Xero Tax Type
Standard VAT 20%	TAX001 - Tax on Sales
Zero Rated	ZERORATEDINPUT
No Tax	NONE

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Account Mappings

What it does: Map different invoice line item categories in Taskip to specific account codes in Xero.

Why you’d set it: If you charge for different types of work (e.g. design, development, consulting) and want them to hit different revenue accounts in Xero, set up a mapping here. Without mappings, everything falls back to the Default Account.

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Invoice Push Status

What it does: Choose what status Taskip-created invoices appear as in Xero.

Options:

Status	What it means in Xero
Draft	Invoice is saved but not finalised. You review it in Xero before sending.
Submitted	Invoice is awaiting approval in Xero (useful if your Xero has approval workflows).
Authorised	Invoice is finalised and ready to be sent or marked as paid in Xero.

Recommended: Use Authorised if you want Xero to reflect exactly what Taskip sends. Use Draft if your team reviews invoices in Xero before they’re finalised.

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What Syncs Automatically

Once connected and configured, this all happens without you doing anything:

Action in Taskip	What happens in Xero
New contact created	Contact created in Xero
Contact name, email, or phone updated	Xero contact updated
Invoice sent	Invoice created in Xero (as Accounts Receivable)
Invoice updated	Xero invoice updated (if not yet paid)
Invoice deleted or voided	Xero invoice voided (Authorised) or deleted (Draft)
Payment recorded in Taskip	Payment pushed to Xero against the correct invoice and bank account
Invoice marked as paid in Xero	Taskip invoice automatically marked as paid

Note: If an invoice is synced before its contact is in Xero, Taskip will automatically push the contact first, then the invoice. You don’t need to pre-sync contacts.

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Two-Way Payment Sync

Payments are the only thing that syncs in both directions:

Taskip → Xero: When you record a payment in Taskip, it pushes to Xero and applies against the invoice in the bank account you configured.

Xero → Taskip: Taskip periodically checks Xero for invoices that have been paid directly in Xero (e.g. your accountant marks one as paid). When found, Taskip automatically updates the invoice status to paid.

This means your books stay in sync regardless of which side the payment is recorded on.

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Manual Sync

If you’ve just connected or want to push existing data across, use the manual sync options in the Sync Health tab:

Sync All Contacts Pushes all Taskip contacts to Xero in one go. Runs in the background — typically completes within a few minutes depending on the number of contacts.

Sync All Invoices Pushes all Taskip invoices to Xero. Runs in the background. Only invoices with “Sent” status or later are included.

Run contact sync before invoice sync if both are needed — invoices reference contacts, and contacts must exist in Xero first.

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Sync Health: Monitoring Your Sync

Go to Settings → Integrations → Xero → Sync Health to see a log of every sync action.

What you’ll see:

Column	What it means
Action	What was synced (e.g. create invoice, sync payment)
Entity	Contact, invoice, or payment
Direction	Push (Taskip → Xero) or Pull (Xero → Taskip)
Status	Green = success, Red = failed
Retries	How many times it has been attempted
Date	When it was last attempted

Failed syncs: Failed syncs are automatically retried up to 5 times. You can also click Retry on any failed row to re-queue it immediately.