Contact Syncing: When you first connect Xero, your active contacts from Xero are imported into Ivorey™. This ensures that when you create an invoice in Ivorey™, it can be matched to the right customer in Xero. If no match is found, Ivorey™ automatically creates a new contact inside Xero during the sync, so you never have to worry about duplicates or manual data entry.
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One-Way Invoice Sync: Every time you create an invoice in Ivorey™, it’s instantly copied into Xero. The full invoice goes across - customer details, line items, discounts, taxes, currency, and even status updates like Sent, Partially Paid, or Void. What doesn’t transfer are product/item catalogs. Line items exist only on the invoice itself, so your product library in Xero remains untouched.
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Taxes and Currencies: If the tax rate you’ve applied in Ivorey™ already exists in Xero, it’s used. If it doesn’t exist, Ivorey™ creates it automatically in Xero at the time of syncing. The same goes for currencies: Ivorey™ passes the invoice currency to Xero, and if it isn’t already available, it gets added for you (as long as your Xero plan supports multi-currency).
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Chart of Accounts: You’ll map your invoices to a specific account from your Xero chart of accounts (e.g. “Sales”). Only payment-enabled accounts show up - bank accounts and inactive accounts are filtered out to keep things clean and compliant.