Xero

Online accounting for small and growing businesses.

Accounting Two-way sync

About Xero

Xero is online accounting software for small and growing businesses. It handles invoicing, bills, bank reconciliation and reporting, with a large ecosystem of connected apps.

What the integration offers

Keep freelancer spend in your ledger without manual re-keying. Approved work in Consultport becomes accounting records in Xero.

  • Vendor records

    Create and update freelancer vendor records automatically when a consultant is onboarded.

  • Invoice sync

    Push approved freelancer invoices to Xero as vendor bills, with line items and tax codes.

  • Cost allocation

    Map projects and cost centers in Consultport to your chart of accounts.

  • Payment status

    Pull payment status back into Consultport so project owners see what has been paid.

Data that syncs

  • Vendors
  • Invoices
  • Payments
  • Cost centers
  • Projects
  • Tax codes

How it works

  1. 01

    Connect

    An admin connects Xero from Settings → Integrations in the Consultport FMS.

  2. 02

    Map

    Choose which fields, entities and projects are shared between both systems.

  3. 03

    Sync

    Changes flow automatically. Every sync is logged for audit.

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