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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

Select 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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Invoice PDF synchronization

Hyperline automatically attaches invoice PDFs to invoices in Xero when it first syncs them. If you need to re-attach or update PDFs for existing invoices (for example, if the initial attachment failed), 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. When a customer is updated in Hyperline, the changes are automatically synced to Xero in real-time.

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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: Hyperline automatically creates payments in Xero and associates them with 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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Synchronization rules

Synchronization rules select the Xero revenue account for each invoice or credit note line. They let you vary the account by product, currency, country, or tax treatment without changing the product mapping for every case.
  1. Open Settings > Integrations > Xero. In Synchronisation rules, open the rule count card or No rules configured, then click Add rule.
  2. Select the Invoicing entity if prompted and enter a descriptive Name.
  3. Under Applied on, add filters. Available filters include products, product type, coupons, currency, country, tax scheme, tax territory, tax rate class, billing interval, invoice types, and custom properties.
  4. Under Account configuration, select a Revenue account. Use Sync accounts from Xero if you need to refresh the account list.
  5. Click Save changes.
Hyperline selects the line’s account in this order:
  1. The account supplied by a matching synchronization rule.
  2. The product’s account code, if no rule supplies an account.
  3. The integration’s default Invoice account code or Credit note account code.
Leave filters empty for a default rule. At the same priority, a rule scoped to a matching product takes precedence over the default. Avoid overlapping rules with conflicting accounts.

Example 💡

Create a default rule for subscription revenue and a second rule filtered to your API usage product. Select a usage revenue account on the second rule to separate usage charges in Xero.
Payments continue to use the integration’s Payment account code setting. Xero does not offer transaction or journal selection in the synchronization rule form.

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Manage the integration

To reauthorize, reconfigure, resync, or disconnect this integration, see Manage connected integrations.

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Settings

Please contact our support team if you wish to change these settings.
  • Invoice account code: by default, Hyperline creates invoices in Xero using the account code 200.
  • Credit note account code: by default, Hyperline creates credit notes in Xero using the account code 200.
  • Payment account code: by default, Hyperline creates payments 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. Configure the product code and the General Ledger account code for every product you intend to invoice in Xero. You can do this in the Products > Advanced settings section. When no synchronization rule supplies an account, Hyperline uses the product account code, then the default invoice or credit note account code.