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Xero

Keep Xero in sync with the rest of your business

Henswick keeps invoices, bills, contacts, payments, and bank data moving accurately between Xero and the systems around it — validated, reconciled, and routed for approval without changing how your team works in Xero.

Discuss your Xero integration

What can be connected

XERO SIGNALS
Invoice created or updated
Bill received or approved
Contact added or changed
Payment recorded or matched
Bank transaction imported
HENSWICK LOGIC
Map data Apply rules Validate Route Hold exception
BUSINESS OUTCOMES
✓Create or update a record in another system
✓Trigger an approval
✓Send confirmation back to the source system
✓Reconcile invoices, bills, and payments across systems
✓Route an exception for review

Illustrative — the exact triggers and actions depend on your Xero configuration.

Example workflows

CRM + Xero

Deal-to-invoice sync

Turn closed deals into accurate Xero invoices without re-keying line items, and keep payment status visible back in your CRM.

  1. A deal is marked won in your CRM
  2. Henswick maps the deal's products and pricing to a draft invoice in Xero
  3. The invoice is created and sent; payment status is synced back to the CRM record
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Procurement + Xero

Bill capture and approval routing

Get vendor bills into Xero as they arrive, routed through the right approval chain before anything is paid.

  1. A vendor bill is captured from email, a procurement tool, or a scanning service
  2. Henswick extracts the bill details and creates a draft bill in Xero
  3. The bill is routed for approval; once approved, it's marked ready for payment in Xero
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Payments + Xero

Payment matching and reconciliation

Match incoming payments from your payment processor or bank feed against open Xero invoices automatically, and flag what doesn't line up.

  1. A payment is received through your payment processor or bank account
  2. Henswick matches the payment to the corresponding Xero invoice or bill
  3. Matched transactions are reconciled in Xero; unmatched payments are flagged for review
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Need to connect Xero with something else?

Henswick builds integrations beyond what's listed here — for any system already in your stack.

Talk to us about your systems →
Your system connects through Henswick to HubSpot, Jira, SAP, Google Sheets, Zendesk, Snowflake, QuickBooks and more apps

Xero connects with the systems you already run

SAP SAP
NetSuite NetSuite
ServiceNow ServiceNow
Jira Jira
Slack Slack
Google Sheets Google Sheets
QuickBooks Online QuickBooks Online
Microsoft Teams Microsoft Teams

Ready to build your Xero integration?

Discuss your integration

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