Xero is accounting software for contacts, invoices, payments, and reports. Connecting requires a Web app you create in Xero, with its details entered in Zite. App visitors use the connected organization without signing in to Xero themselves.By connecting Xero, you can:
Read and update customers and suppliers
Create and update invoices, credit notes, and quotes
Record payments against invoices
Read and update bank transactions
Look up accounts and tax rates
Show Balance Sheet, Profit and Loss, aged balances, and Trial Balance reports
Ask Zite to connect to Xero, or select + → Integrations → Xero. Create a Web app in Xero My Apps and copy the Redirect URI shown in Zite into its settings.Enable the accounting and ongoing-access permissions needed by the connection in Xero, then paste its Client ID and Client Secret into Zite. Select Connect to Xero, sign in, and authorize the intended organization.
Copy the Redirect URI from your own Zite dialog; this existing screenshot shows a local example.
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Describe your use case
Tell Zite what the team needs to view or change. For example, “Show overdue invoices by customer and reuse existing contacts when creating a new invoice.”For reports, specify the date range and compare the result with the same report in Xero.
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Test and publish
Test reading records before making changes. Check the organization, contacts, amounts, dates, and report totals in Xero.Test any updates with records you intend to change, then select Publish in the upper-right corner.
Setup help: Xero requires your own Web app; there is no shared Zite sign-in setup. Ask your Xero administrator or Zite support for help with its connection permissions.
Exact match: Copy the Redirect URI from your own Zite dialog, not the example image. A mismatch or missing ongoing-access permission can prevent connection.
One organization: Zite uses the first organization returned by Xero and has no organization picker afterward. Authorize only the intended organization and confirm its records, especially after reconnecting.
Changes affect Xero: Edits can change your real books, including from the editor. Match existing contacts and invoices before creating records; recording a payment does not collect money.
Complete results: Ask Zite to load all matching records and check report totals against Xero. Your Xero connection and usage limits apply; repeated retries can make a busy connection worse.
Accounting scope: Available actions depend on the permissions granted. Payroll, Projects, Files, and Xero webhooks are not included in this connection.
