The Xero integration lives under Settings > Integrations. You connect one Xero account and organization for your Beebole account.
How it works
Enabling the Xero integration imports your existing Xero contacts and items into Beebole as projects. While the integration is active, contacts and items you create or rename in Xero are updated in Beebole automatically. To bill, you choose a client and a period, and Beebole exports the time entries and expenses for that period as a Xero invoice — time and expenses appear as separate line items. Beebole reports how many lines were created and lists any entries it could not export.For people to track time on the imported projects, add the Xero categories in your timesheet settings — Beebole shows this as the next step once the integration is active.
Set up the Xero integration
Connect to Xero
Click Connect to Xero. A popup opens for you to sign in to Xero and authorize Beebole. You need an active Xero account.
Select your organization
If your Xero login has more than one organization, Beebole asks you to Select your Xero organization. The connected account and organization then appear in the integration panel.
Sync your Xero structure
Beebole keeps contacts and items in sync automatically once the integration is active. To pull changes on demand, open the Xero integration and click Manual sync under Manually sync Xero contacts and items. After a sync, Beebole reports the counts for Created, Archived, Unarchived, Deleted, and Renamed, and lists any entries it could not sync.Export an invoice to Xero
Open the Xero integration
Go to Settings > Integrations and open the Xero integration. The export options appear once the integration is enabled.
Select the client
Under Export time entries and expenses as a Xero Invoice, use Select client to choose a Xero client.
Select the period and export
Choose the period under Select period to export, then click Create invoice. Beebole sends the time entries and expenses for that period to Xero as a single invoice.
What data is synced
| Direction | Data | Result |
|---|---|---|
| Xero → Beebole (at setup and on sync) | Contacts and items | Imported as projects in Beebole |
| Beebole → Xero (on export) | Time entries | Created as time line items on a Xero invoice |
| Beebole → Xero (on export) | Expenses | Created as expense line items on a Xero invoice |
Disconnect Xero
To disconnect, open the Xero integration under Settings > Integrations and click Reset connection. This removes the Xero account connection from Beebole. Invoices already created in Xero are not affected.Related content
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Frequently asked questions
What does Beebole import from Xero?
What does Beebole import from Xero?
When you enable the Beebole Xero integration, Beebole imports your Xero contacts and items as projects. While the integration is active, contacts and items created or renamed in Xero are updated in Beebole automatically.
Is the Xero export real-time?
Is the Xero export real-time?
No. Exporting to Xero is a manual step. You choose a client and a period, then click Create invoice to send the time entries and expenses for that period to Xero as an invoice.
Are expenses included in the Xero invoice?
Are expenses included in the Xero invoice?
Yes. Beebole’s Xero export sends both time entries and expenses for the selected period. They appear as separate Time line items and Expense line items on the Xero invoice.
How do I resync my Xero contacts and items?
How do I resync my Xero contacts and items?
Beebole keeps your contacts and items in sync automatically while the integration is active. To refresh on demand, open the Xero integration and click Manual sync. Beebole then reports what was created, archived, unarchived, deleted, and renamed.
How do I know if the export succeeded?
How do I know if the export succeeded?
After an export, Beebole shows the number of time and expense line items it created on the Xero invoice. Any entries it could not export are listed under Entries not exported so you can fix and re-export them.
Why can't my team track time on the imported projects yet?
Why can't my team track time on the imported projects yet?
The imported Xero projects belong to Xero categories. For people to track time on them, add those categories in your timesheet settings — Beebole shows this as the next step once the Xero integration is active.