The Xero and Ivorey™ integration allows your contacts, invoices, and payments, taxes and accounts to stay in sync, so you can stop duplicating data, avoid accounting errors, and spend less time jumping between platforms.
With a simple one-way sync, everything you create in Ivorey™ is automatically pushed into Xero - so your records stay accurate, your books stay compliant, and you spend less time on manual work.
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.
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.
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).
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.
Not currently supported:
Products/items are not created or maintained in Xero, line items are posted on the invoice only.
Receipt syncing is not currently supported.
This guide is perfect if you want to:
Connect your Xero to Ivorey™
From the Ivorey™ main menu navigate to Settings > click [Integrations] > locate the Xero integration, then select [Connect]
You'll be prompted to log into Xero, choose your organisation, and grant access
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
Map your Ivorey™ tax rates to the matching tax rates in Xero
That’s it! From now on, any invoice you create in Ivorey™ will automatically post to Xero with the correct customer, taxes, and status updates.
No, each Ivorey™ account connects to one Xero organization.
This occurs when the invoice currency isn’t enabled in your Xero organisation. Enable that currency, or multi‑currency in Xero and retry.
No, at this time only a one-way sync from Ivorey™ to Xero is available.
Yes, once an invoice is successfully synced to Xero, any updates you make to that invoice inside Ivorey™ will automatically sync and update the same invoice in Xero.
If you see the error message: "LeadConnector has reached its limit of Xero integrations", this is usually because your account already has Xero connected, or your Xero account is already connected to another Ivorey account. Your Ivorey account can only be connected to one Xero account at a time, and vice versa.
Please log into Xero, check your connected apps for 'LeadConnector', and disconnect it if it appears there. Try connecting inside Ivorey again. If the error persists, please reach out to Support and we will assist.
Invoices may appear as paid in Xero if the invoice in Ivorey™ already has a payment recorded. If an invoice in Ivorey™ is marked as Paid, or even has a partial payment, the integration will sync both the invoice and the payment record to Xero. When this happens, Xero automatically marks the invoice as Paid.
This behavior is more likely when payment sync is enabled, as Ivorey sends payment data along with the invoice during the sync. In some cases, historical test payments or manual payment adjustments recorded in Ivorey™ can also cause the invoice to sync to Xero as Paid.
Invoices may fail to import into Xero if the system detects duplicate invoices or if required details are missing.
This can happen if:
The invoice already exists in Xero
Required information such as contact details, tax rates, or account mappings has not been configured correctly
Ensuring these details are properly set up will help invoices sync successfully between Ivorey™ and Xero.
No, if you delete a contact in Ivorey™, it will not be deleted in Xero. The integration works as a one-way sync. This means that contacts from Xero can be brought into Ivorey™ for mapping, but actions taken in Ivorey™ (like deleting a contact) will not affect or delete the contact in Xero.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
