Xero is a New Zealand–based technology company that provides cloud-based accounting software for small businesses.

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Prerequisites

You need to have a valid Xero account and admin rights on Hyperline.

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Setup

1

In Hyperline, navigate to the Settings > Integrations page

2

Click Connect on the Xero card

3

Authenticate on Xero

If you are not already logged into Xero, enter your Xero credentials to proceed.

4

Select the organisation you wish to connect

Choose the organisation you want to link to Hyperline, then click Allow access.

By default, your default invoicing entity will be linked to this organisation. If you want to link a different entity, please contact our support team.

5

That's it!

Your Hyperline account is ready to send invoices and credit notes.

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Reconcile Hyperline and Xero customers

If you already have existing customers in Xero, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.

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Synchronization

When you connect your Xero account, Hyperline automatically sends invoices with their complete details (including line items and PDF file).

By default, only invoices and customers created after the connection date will sync. If you need to push older data to Xero, please contact our support team.

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Customer synchronization

Hyperline supports 2 modes of synchronization for customers:

  • no synchronization: customers are not synchronized with Xero.
  • from Hyperline to Xero: customers created in Hyperline are automatically created in Xero with their details.

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Payment synchronization

Hyperline supports 3 modes of synchronization for payments:

  • no synchronization: payments are not synchronized with Xero.
  • from Hyperline to Xero: payments created in Hyperline are automatically created in Xero and associated to the corresponding invoice.
  • from Xero to Hyperline: payments created in Xero are automatically created in Hyperline, and the status of the invoice is updated accordingly.

The synchronization delay is 5 minutes maximum.

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Settings

Please contact our support team if you wish to change these settings.

  • Invoice account code: by default, invoices are created in Xero using the account code 200.
  • Credit note account code: by default, credit notes are created in Xero using the account code 200.
  • Payment account code: by default, payments are created in Xero using the account code 001.

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Product and account codes

Xero supports associating a product code and an account code to every invoice line item. You will need to configure the product code and the General Ledger account code for every product that you intend to invoice in Xero, in the Products > Advanced settings section.

If no account code is defined, the default invoice or credit note account code will be used.