Xero Accounting Integration

Xero Accounting Integration

You can integrate your Xero account with Thread so that your issued bills and clients data in Thread sync with Xero. First, you need to turn the integration on and sign in daily to ensure the sync is successful. 

Turning on Integration with Xero 

To integrate with Xero accounts, first Xero must be toggled on in the Integrations tab of Thread.

  1. 1. Click Admin Settings on the left pane of Thread. 

  1. 2. Click the Integrations tab. 

  

  1. 3. Toggle On Xero to turn on integration. 


Daily Sign In

To ensure your data is syncing regularly, sign in to Xero using the link in your Thread personal settings.

  1. 1. Once integrated, click your username in the top right corner. 

  1. 2. Click Personal Settings.

  1. 3. In the Account Integration tab, click Sign in.



           4. On the Xero page, log in using your login details for Xero, and allow access. 

  1. 5. The account will integrate with Thread. You can view the account details and information on the Thread application. 



Note: It is important to complete the steps above daily, each morning please ensure that you are connected to your integrated accounts (you should see an icon in the top toolbar of your Thread confirming that you are synced to Accounts). 

                  

Data Sync

The data that will sync from Thread to Xero include your main client's details such as full name and email address, and all items included in the issued bill with the corresponding value (exception: fixed fee bills). You will only see the synced data once the bill has been issued in Thread.

You must have a main client on the file for the bill and client to sync with Xero. If you are not seeing your client and bill in Xero, check that your client is assigned as main client on the file, and the bill has been issued.

Note: Thread does not sync any financial data such as payments, cheque requisitions, or client accounts transactions.

Bills Sync

Note: Once the issued bill has synced with Xero, it is not possible to unissue it in Thread.
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Note: Value Added Tax (VAT) amounts generated in Thread are not transferred to Xero, VAT amounts are handled separately in Xero, however the total activity and bill amounts will show VAT inclusive amounts from Thread.

Follow the steps to include activities in a bill, and then issue bill. You can use any template for creating a bill, it will not affect how the bill will show in Xero. You will see that the bill synced with Xero on the Bills page in Thread.



Once the bill was issued in Thread, you will see it showing in Xero Invoices page.

All activities included in the bill will be listed on the invoice, with activity name, and value amounts (does not apply if fixed fee - see more details below).
Note: Time, hourly rates, and VAT rate or amount do not show in Xero. Items will show only with name and total amounts (VAT included).

Thread:


Xero:

You can make any further changes to the invoice in Xero as needed. If you have multiple files for the same client, you can name the bill in Thread to include file name or file code which will show as invoice Reference in Xero, or use a note field on the invoice in Xero to show it on the invoice. The file code and name do not sync from Thread to Xero.

Note: Thread integration with Xero is a one-way sync, any changes made in Xero do not sync back to Thread.

If the file in Thread is set to bill a Fixed Fee, the invoice in Xero will only show one item with fixed fee amount. Activity names will not be showing on the invoice in Xero.



Thread bill


Xero invoice




Clients Sync

To view your customer details, on the Customer page in Xero click on the customer you wish to view. Thread syncs contact name and email address with Xero, which can be seen in Contact Details in Xero.

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