Xero
Connect Xero to ingest your full invoice history and reconcile it against signed contracts.
Integration Summary
Meshly connects to Xero to read your invoices and contacts, and reconciles invoices against the contracts behind them.
Prerequisites
- Access requirements: a Xero user with access to the organisation you want to connect
How to Connect
Steps at a high level:
- Go to Settings and open the Integrations tab.
- Click Connect Xero.
- Sign in to Xero and choose the organisations to connect.
What happens immediately after connection
- Meshly imports your full invoice history for each organisation you connected.
- After that, Meshly picks up new and updated invoices on a schedule.
Data Meshly Ingests
Objects
- Invoices
- Contacts
- Organisation settings
Access
- Read-only. Meshly never writes to Xero.
Troubleshooting
- Token expired: reconnect Xero in Integrations.
Support
Email hello@meshly.ai with the invoice number and a short description of the issue.
Need help? Email hello@meshly.ai