TripCreator
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Xero

Sync invoices to your accounting.

Overview

Connect TripCreator to your Xero account to automatically sync invoices and payments. Sync is one-way: TripCreator is the source of truth — always create and edit invoices in TripCreator, then sync to Xero. PAID and VOIDED statuses are read back from Xero on each sync. Configure tracking categories on each invoice line to maintain granular reporting across departments and references.

One-way sync from TripCreator to Xero — TripCreator is always the source of truth
Payments recorded in TripCreator pushed to Xero automatically
PAID and VOIDED status from Xero pulled back on each sync
Xero contact matched by customer email — created automatically if no match
Sync draft invoices or issued invoices only
Per-line Xero tracking categories (up to 2 per line)
Multiple configurable sales accounts — select per invoice
Xero sync log with failure email notifications

Setup

  1. Understand how sync works

    Sync is one-way: TripCreator → Xero. Create and edit invoices in TripCreator, then sync. PAID and VOIDED statuses are the exception — they’re read back from Xero on each sync.

  2. Connect TripCreator to Xero

    Click “Connect to Xero” to authenticate; you’re redirected to Xero to grant access to your organisation, then returned to continue setup.

  3. Fetch your configuration

    Click “Get config” to load your tracking categories and available sales accounts from your Xero chart of accounts.

  4. Configure sync settings

    Set the bank account code, a contact email for failure notifications, the date to sync from, whether drafts sync, your sales account codes, and per-line tracking categories.

Requirements

  • An active Xero subscription — multi-currency requires at least a Premium plan
  • Tax rates configured in Xero matching your TripCreator VAT profiles
  • Bank accounts configured in Xero with account codes (to push payments)
  • A chart of accounts with appropriate sales account codes
  • Tracking categories configured in Xero before they appear in setup
  • Customer email on the invoice (to match or create a Xero contact)

Activate Xero from the App Store inside TripCreator.