Connecting Xero

Xero is connected through OAuth, which means FiscoBridge securely links to your Xero account without you needing to share passwords. Once connected, your Xero invoices are automatically synced and fiscalized.

Setting Up the Connection

1. Go to Integrations → Integrations in the sidebar

2. Click Create Integration

3. On the New Integration page, select the Xero card

4. An Upload Certificate dialog opens — select your PFX certificate file and enter its password, then click Upload

5. After the certificate is uploaded, the Connect Xero dialog opens. Choose when invoices from Xero should be fiscalized (see Fiscalization Trigger below), then click Connect

6. You'll be redirected to Xero's authorization page

7. Log in to your Xero account (if not already logged in)

8. Select the Xero organization you want to connect

9. Click Allow Access

10. You'll be redirected back to the Client Portal

Once authorized, the Xero integration appears in your integrations list with status Active.

Fiscalization Trigger

When you connect Xero, you decide at what point each invoice should be fiscalized. There are two options:

When payment is added (default)

The invoice is fiscalized as soon as a payment is recorded against it in Xero.

• Best when you want the fiscal receipt to reflect the moment of payment

• Works well for businesses that mark invoices as paid in Xero at the time of sale

• Unpaid invoices stay in Xero without being sent to the tax authority

When invoice is approved

The invoice is fiscalized as soon as it moves from Draft to Awaiting Payment (approved) in Xero.

• Best when you issue the fiscal receipt at the moment of sale, regardless of payment status

• Useful for credit sales where the customer pays later but the invoice is finalized immediately

• Each approved Xero invoice triggers fiscalization, even if no payment has been recorded yet

• You can keep an invoice in Draft and edit it as many times as needed — fiscalization only happens once you approve it

Note: To change the trigger later, click Reconnect on the Xero integration and pick the other option in the Connect Xero dialog.

What Gets Synced

• Invoices from Xero are automatically pulled into FiscoBridge

• Each invoice is fiscalized (signed and reported to the tax authority)

• Fiscal status is linked back — you can view the Xero invoice directly from the POS Invoices page

Reconnecting

If the connection expires or is interrupted:

1. Go to Integrations → Integrations

2. Find your Xero integration in the list

3. Click the Reconnect button

4. Complete the Xero authorization again

Note: Xero OAuth tokens expire periodically. If you see your integration marked as inactive, reconnecting will restore the sync.

Viewing Synced Invoices

Invoices synced from Xero appear in POS → POS Invoices. Each synced invoice includes a View in Xero link in its details dialog, taking you directly to the invoice in your Xero account.

Removing the Integration

1. Go to Integrations → Integrations

2. Click the Remove button next to the Xero integration

3. Confirm the removal

Removing the integration stops the sync. Previously fiscalized invoices are not affected.

Troubleshooting

Invoices not syncing?

• Check that the integration status is Active

• Try reconnecting if the status shows as inactive

• Make sure your integration license is active and hasn't exceeded its invoice limit

Wrong Xero organization?

• Remove the current integration and create a new one, selecting the correct organization during the Xero authorization step

Next Steps

• Manage integrations — View all your active connections

• Integrations Overview — Learn about other supported platforms