Connect Xero

Connect Systemise to your Xero organisation to bring your Xero contacts and suppliers into Systemise. Open the Xero page from the Integrations menu (the link icon at the top of the screen), then Xero.

Connect to Xero#

1. Open the Xero page

   Select the Integrations menu, then Xero.

2. Start the connection

   Select Connect to Xero. You are taken to Xero to sign in.

3. Allow access in Xero

   Sign in to Xero and allow Systemise to access your organisation. You are brought back to the Xero page.

4. Check the connection

   Connection Status shows Connected to Xero, and Company Details shows your Xero organisation's name, address, currency and country.

If you have access to more than one Xero organisation, Systemise uses the one you connected most recently. Check Company Details to confirm it is the right one.

Import contacts from Xero#

In the Contacts card, select Sync Contacts. Systemise goes through all your Xero contacts and imports new ones or updates the ones you already have. You see Contact sync started. The import runs in the background.

The Contact Sync Log lists each contact imported, with its Status (ok, or the reason it failed) and when it was synced. Select Refresh to see the latest entries, or Clear Log to empty the log.

Import suppliers from Xero#

In the Suppliers card, select Sync Suppliers. Systemise imports new suppliers and updates existing ones, including their payment terms. Supplier imports are not listed in the sync log.

What is synced#

Imports only run when you start them. Nothing is synced on a schedule.

Disconnect from Xero#

Select Disconnect from Xero and confirm. Systemise stops using the connection. Contacts and suppliers already imported stay in Systemise.

Who can manage the connection#

The Owner role can do all of these. The Office role can see the page but not change it, and sees You have read-only access to integration settings.

Troubleshooting#