Connect Xero to Taskip
Sync Taskip invoices and client contacts to Xero in real time, one source of truth for billing.
Integrations available on paid plans · Cancel anytime
About this Integration
Xero + Taskip
The Xero integration bridges Taskip's billing tools with your Xero accounting software. Invoices created in Taskip sync to Xero automatically, contacts stay in sync, and every payment closes the loop in both systems, so your books are always accurate without any double entry.
View Xero's official documentationHow to Connect Xero to Taskip
Takes about 10 minutes. No developer required.
- 1
Go to Settings → Integrations → Xero
- 2
Click Connect to Xero and log in to your Xero account
- 3
Grant Taskip access to your Xero organisation
- 4
Select default account codes for income and bank accounts
- 5
Save. Invoices and contacts begin syncing immediately
What You Get with Xero
Real-time invoice sync
Invoices created in Taskip appear in Xero within seconds of being saved.
Contact synchronisation
Clients added in Taskip sync to Xero contacts automatically.
Payment matching
Payments recorded in Taskip mark Xero invoices as paid, keeping your AR clean.
No duplicate data entry
Manage billing in Taskip, review financials in Xero, one source of truth.
Frequently Asked Questions
Is the Xero integration free?
No. Taskip integrations are available on paid plans only. The free plan includes core CRM, project management, and client portal features. To connect Xero, upgrade to a paid Taskip plan.
How do I connect Xero to Taskip?
Go to Settings → Integrations → Xero Click Connect to Xero and log in to your Xero account Grant Taskip access to your Xero organisation Select default account codes for income and bank accounts Save. Invoices and contacts begin syncing immediately
What happens if I disconnect Xero from Taskip?
Disconnecting stops all future syncs and event sends. Your existing data in both Xero and Taskip remains intact, nothing is deleted from either platform.
Does Taskip automatically create Xero contacts for new clients?
Yes. Every new client you create in Taskip is automatically added as a contact in Xero. The sync runs in real time, so by the time you send the first invoice, the contact already exists in Xero.
More questions? Ask in our Discord community or contact support.
Paid Plans
Unlock Xero on a Paid Plan
Integrations are available on paid Taskip plans. Upgrade in seconds, cancel anytime.
Used Alongside These Features
Invoices
Create branded invoices, get paid via Stripe, PayPal & 4 more gateways, and automate recurring or partial billing with Taskip. 7 templates, multi-currency.
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