Setting up Xero
Authenticate and select organization
Log in with your Xero credentials. If you manage multiple Xero organizations, select the one to connect.
What syncs
| Data type | Direction | Details |
|---|---|---|
| Invoices | HoopAI to Xero | Invoices created in Hoop appear as invoices in Xero |
| Payments | HoopAI to Xero | Payments are recorded against the corresponding Xero invoice |
| Contacts | HoopAI to Xero | Contacts are created or matched in Xero when an invoice is generated |
Chart of accounts
The integration maps HoopAI revenue categories to your Xero chart of accounts. After connecting:- Go to Settings > Integrations > Xero > Account Mapping
- Map each HoopAI product category or revenue type to the appropriate Xero account
- Save the configuration
Invoice sync
When an invoice is created in HoopAI:- The contact is matched or created in Xero
- The invoice is created with mapped line items and tax codes
- When payment is received, the Xero invoice is automatically marked as paid
Only invoices created after the integration is connected will sync. Historical data must be entered manually in Xero.
Payment reconciliation
Payments received through the HoopAI platform are synced to Xero and matched to the corresponding invoice. This keeps your bank reconciliation in Xero accurate without manual journal entries.Troubleshooting
Invoices not appearing in Xero
Invoices not appearing in Xero
Check that the Xero connection is active in Settings > Integrations. Verify that account mapping is configured. If the connection shows an error, disconnect and reconnect.
Token expired
Token expired
Xero access tokens expire periodically. Reconnect by clicking Reconnect in the Xero integration panel.
Wrong account mapping
Wrong account mapping
Revenue appearing in the wrong Xero account means the account mapping needs to be updated. Go to Settings > Integrations > Xero > Account Mapping and correct the mappings.