# Xero to Attio Sync

Source: https://neondeerdata.com/docs/integrations/xero-to-attio-sync/

Sync Xero contacts and invoices into Attio. Live updates, historical imports and resync keep the selected billing context attached to CRM records.

## Requirements

Authorized access to the selected Xero organisation, a Xero app with webhook configuration, and an Attio workspace for the custom app.

## Setup

If the integration is not installed in your workspace, [request setup](https://neondeerdata.com/contact-us/?topic=integration-xero-to-attio-sync).

1. **Choose the Xero data** Confirm the organisation, contact and invoice coverage, destination records, field map and historical import.
2. **Authorize Xero API access** Connect the organisation through the approved authorization flow. Webhook signing and API access are configured separately.
3. **Configure Xero webhooks** Set the managed delivery URL and signing key in the Xero Developer Portal. Events are routed to the connected organisation.
4. **Install the custom Attio app** The app creates the agreed fields, invoice surface and resync actions.
5. **Import historical data** Pull the selected contacts and invoices. The import can be resumed or repeated for reconciliation.
6. **Start live sync** New and changed records update Attio. Record and bulk resync remain available for refreshes.

## Configuration

| Setting           | Configuration                                                                            |
| ----------------- | ---------------------------------------------------------------------------------------- |
| Organisation      | Authorized Xero organisation, with routing for multiple organisations when included.     |
| Coverage          | Contacts and invoices, plus any configured credit notes, payments or repeating invoices. |
| Attio destination | People, Companies, lists or custom objects to hold the selected billing context.         |
| Field map         | Contact and invoice IDs, numbers, status, dates, subtotal, tax and total as needed.      |
| Excluded fields   | Accounting-only fields and tax IDs to keep in Xero.                                      |
| Historical import | Data range and pacing for the initial import.                                            |
| Support actions   | Record and bulk resync, delivery recovery and configuration refresh actions.             |

## Sync behavior

### Live updates

Contact and invoice creation or update events trigger a fetch of the current Xero record. The app updates the matching Attio record using its Xero ID.

### CRM fields

Contact fields can include customer or supplier status, contact number and billing-contact indicators. Invoice fields can include number, type, status, issue date, due date, subtotal, tax and total.

### Resync and backfill

Record actions fetch the latest Xero data on demand. Historical imports and larger refreshes use paged reads, paced around Xero API limits.

## Limitations

- Default coverage is contacts and invoices. Credit notes can be included separately. Payments and repeating invoices use scheduled or on-demand reads.
- Webhooks do not import historical data. Run a backfill for existing contacts and invoices.
- Large imports are paced around Xero tenant and app limits.
- Only selected CRM fields are copied. Tax IDs and accounting-only data stay in Xero unless explicitly included.
- Changes to Attio fields require a mapping update and reprovisioning.

## Troubleshooting

### Existing contacts or invoices are missing

Check the configured coverage and run the historical import or resync. Live webhooks only signal new changes.

### Payments are not updating with invoices

Payments use separately configured scheduled or on-demand reads. They are not part of the default contact and invoice webhook flow.

## Useful links

- [Xero](https://www.xero.com/)
- [Xero help center](https://central.xero.com/)