How eggz works with Xero
eggz syncs your accounting data from Xero so you can view invoices, bills, quotes, and customer information in one place alongside your uploaded receipts. The integration is primarily one-way (Xero to eggz), with the ability to push processed receipts back to Xero.Connect Xero
Click Connect to Xero
Click the Connect to Xero button. You will be redirected to Xero’s authorisation page.
What syncs from Xero
eggz pulls the following data from your Xero account:| Data | Direction | Notes |
|---|---|---|
| Invoices | Xero to eggz | Sales invoices with status, amounts, dates, customer info |
| Bills | Xero to eggz | Purchase invoices (accounts payable) |
| Quotes | Xero to eggz | Quotes with prospect, amounts, status |
| Customers | Xero to eggz | Contact information synced into your Accounts list |
| Chart of Accounts | Xero to eggz | Account codes used for expense category mapping |
Sync is manual — click the Sync button on each section of the integrations page to pull the latest data. eggz does not automatically poll Xero for changes.
What eggz pushes to Xero
eggz can push processed receipts to Xero in two ways:| Receipt State | Creates in Xero | Use Case |
|---|---|---|
| Unpaid | Bill (ACCPAY) | A supplier invoice you still need to pay |
| Paid | Spend Money (Bank Transaction) | An expense already paid, recorded against a bank account |
Account mapping
After syncing your Chart of Accounts from Xero, you can map eggz expense categories to Xero account codes. This ensures receipts are posted to the correct account when published to Xero.Sync Chart of Accounts
On the integrations page, click Sync next to Chart of Accounts to pull your Xero account list.
Managing your connection
Connection status
The integrations page shows your current connection status:| Status | Meaning |
|---|---|
| Connected | Active connection, ready to sync |
| Expired | OAuth token has expired. Reconnect to refresh. |
| Error | Connection issue. Try disconnecting and reconnecting. |
| Not connected | No Xero account linked |
Disconnect Xero
To disconnect your Xero account, click Disconnect on the integrations page. This removes the connection but does not delete any data already synced into eggz.Limitations
- One Xero organisation per workspace: You cannot connect multiple Xero organisations to the same eggz workspace.
- One-way sync for most data: Invoices, bills, quotes, and contacts only sync from Xero to eggz, not the other way.
- Manual sync: You need to click the Sync button to pull new data. There is no automatic polling.
- No bank reconciliation: eggz displays financial data but does not perform bank reconciliation. Continue using Xero for reconciliation.
- Currency conversion: Analytics use your default exchange rates set in general settings, not live foreign exchange rates.