Xero
Who can do this: administrators and owners.
What it does
Xero is a first-party connector published by Lucrii, free to install. It binds one Xero organisation to your Lucrii organisation and keeps both copies of a document matching.
Going out, the connector turns Lucrii documents into Xero ones.
- A sales order becomes a Xero invoice.
- A purchase order becomes a Xero purchase order against the vendor.
- A quote becomes a Xero quote.
Each Xero line has the same amount and tax as the Lucrii line. The Xero total matches the Lucrii total.
The connector pushes a document when Lucrii creates it, measured against what it last sent. It leaves an unchanged order alone. Lines added to a sales order already paid in Xero go to Xero as a separate invoice. The paid invoice stays as it is. A payment you record in Lucrii goes against the matching Xero document. A refund goes to Xero as a credit note with its allocation.
Coming back, the connector records a payment entered in Xero on the Lucrii order. Xero sends an automatic update when that happens. An hourly pass picks up anything that update missed.
The settings page has the connection and six sync switches. It also has the accounts and taxes Lucrii posts through, a payment-link switch, a branding theme and an activity log. The switches under Sync are these.
| Field | What it takes |
|---|---|
| Sales orders | On to push Lucrii sales orders into Xero as invoices |
| Purchase orders | On to push Lucrii purchase orders into Xero |
| Quotes | On to push Lucrii quotes into Xero |
| Push sales payments | On to record Lucrii sales payments against the Xero document |
| Pull purchase payments | On to bring Xero purchase payments back into Lucrii |
| Refunds | On to sync refunds between Lucrii and Xero |
Before you start
The connector sends nothing to Xero until you choose an organisation and set all three account codes. Until then, the card reads Setup incomplete.
Changing the Xero organisation clears the account codes, both tax mappings and the branding theme. Each of them belongs to the organisation you chose it in.
Payment links on invoices adds a link to the Xero online invoice inside the PDF. It needs a payment service connected inside your Xero organisation first. Without one, it does nothing.
Disconnecting Xero stops future updates. Documents already in Xero stay as they are.
How to use it
- Install Xero from the App Store and open the installation page.
- Select Connect with Xero and authorise the connection.
- Choose the Xero organisation to sync with.
- Map the accounts. Sales, purchases and payments each need a code from your chart of accounts before syncing starts.
- Map each Lucrii tax to a Xero tax rate, once for sales and again for purchases. A tax you leave unmapped posts on the account default.
- Select Save and start syncing.
- Back in settings, turn the six switches on or off, then select Save settings.
The activity log shows recent sync events, twenty to a page. You can filter it by entity type and outcome. It starts empty and fills as documents update. Refresh from Xero pulls the chart of accounts, tax rates and branding themes again.
Troubleshooting
The mapping tables are missing, and the page says it could not load accounts or tax rates from Xero. Lucrii hides the tables while it cannot read them, because an empty tax mapping would post every line on the account default. Reconnect to try again.
A refresh from Xero can come back incomplete. Lucrii then says some Xero data did not load. A list that did not refresh still holds what the last refresh read.
Xero refuses an order whose lines do not add up to its total. Save the order again in Lucrii to correct the figures. The next sync then goes through.
Related
- Managing an installed app: Set up an installed app on its installation page, update it, reconnect it when it asks, or uninstall it.
- Stripe: Issue a Stripe invoice for a sales order with a Pay Now link in the PDF. Lucrii records the payment when the customer pays.
- Installing an app: Read what an app does on its listing page, then install it through a consent screen that lists the permissions it needs.
Changes
- Line totals in whole cents - 2026-10-16
- Help pages for every feature - 2026-09-30