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.

From the Ivorey™ main menu, go to Settings → Integrations and find the Xero integration to connect.
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You'll be prompted to log into Xero, choose your organization, and grant access.
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Back in Ivorey™, select the designated account from your Xero chart of accounts that invoices should post to. If you can’t see the account you want, enable Payments in Xero under Settings → Advanced Settings → Chart of Accounts.
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Map your Ivorey tax rates to the matching tax rates in Xero.