> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero integration

> Connect Xero to sync invoices, payments, and financial data between the HoopAI platform and your Xero accounting account.

The Xero integration connects your Xero accounting account to the HoopAI platform, keeping invoices, payments, and contact records in sync across both systems.

## Setting up Xero

<Steps>
  <Step title="Open integrations">
    Navigate to **Settings > Integrations** and locate the Xero integration card.
  </Step>

  <Step title="Click Connect">
    Click **Connect** next to Xero. A Xero login window opens.
  </Step>

  <Step title="Authenticate and select organization">
    Log in with your Xero credentials. If you manage multiple Xero organizations, select the one to connect.
  </Step>

  <Step title="Authorize the connection">
    Grant the requested permissions and click **Allow Access**. The integration status changes to connected.
  </Step>
</Steps>

## 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:

1. Go to **Settings > Integrations > Xero > Account Mapping**
2. Map each HoopAI product category or revenue type to the appropriate Xero account
3. Save the configuration

This ensures revenue is categorized correctly in your financial reports.

## Invoice sync

When an invoice is created in HoopAI:

1. The contact is matched or created in Xero
2. The invoice is created with mapped line items and tax codes
3. When payment is received, the Xero invoice is automatically marked as paid

<Note>
  Only invoices created after the integration is connected will sync. Historical data must be entered manually in Xero.
</Note>

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Token expired">
    Xero access tokens expire periodically. Reconnect by clicking **Reconnect** in the Xero integration panel.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## Related articles

* [Invoices](/payments/invoices)
* [Accounting integrations](/payments/accounting-integrations)
* [Integrations overview](/settings/integrations)