How does the Xero integration sync data?
Data flows in both directions, but for different things:
Productive → Xero: You can send invoices, expenses, and purchase orders from Productive to Xero.
Xero → Productive: If you enable payment sync, payment status updates are automatically reflected in Productive when an invoice or expense is marked as paid in Xero.
Note: The payment sync only goes one way: from Xero to Productive. Marking an invoice or expense as paid in Productive will not update Xero.
Read more about the integration here.
Do invoices get sent automatically or do I need to do it manually?
If you want to send an invoice from Productive to Xero, you need to manually click Send invoice to Xero on each Productive invoice.
Can I copy multiple invoices to Xero at once?
Yes, with the bulk copy action, you can send up to 100 invoices in a single step instead of copying them one by one. Find out how to bulk copy invoices.
Can I change account codes after I have completed the integration?
Yes, Xero Account codes mapped to Productive service types can be changed at any moment in Integration properties. For more information on how to set up custom mapping, click here.
Are there any requirements for setting up the Xero integration?
You need to be a Productive account Admin. That's the only requirement.
Can I delete the integration to Xero?
Yes. You can completely delete a Xero integration. Explained here.
What happens if I disconnect the integration? Will I lose any data?
No, everything will stay as it is, you just won't be able to copy invoices to Xero anymore.
If I delete an invoice in Productive, is it automatically deleted in Xero, too?
No, invoices deleted in Productive have to be deleted manually in Xero.
Are expenses linked to Xero?
Yes, you can send your budget expenses from Productive to Xero.
You can also enable the expense payment sync so that when an expense is marked as paid in Xero, it's automatically marked as such in Productive.
Can I create or edit an invoice to Xero after it has already been copied?
Absolutely, simply open the invoice and select from one of the available options. To learn more, click here.
Can I sync multiple subsidiaries with their own accounts in Xero?
Yes, you can connect subsidiaries to their respective Xero accounts.