Xero integration
Arvia and Xero: what syncs, and how it stays safe.
Two-way means documents go to Xero, and payment status, contacts, account codes, tax rates and tracking categories come back.
Last checked 06:00
| Object | Direction | Sync |
|---|---|---|
| Sales invoices | → | |
| Credit notes | → | |
| Purchase orders | → | |
| Supplier bills | → | |
| Payment status | ← | |
| Customers & contacts | ← | |
| Account codes | ← | |
| Tax rates | ← | |
| Tracking categories | ← |
Nightly check: Arvia and Xero agree ✓
The problem
What goes wrong without a proper sync.
Double entry.
Invoices and bills typed into two systems.
Figures that disagree.
Project numbers and the ledger drift apart.
Changes after the books close.
Edits landing in periods that should be locked.
What syncs
What goes to Xero, and what comes back.
Each part of the sync is switched on separately, in each direction. Nothing is sent to Xero until you turn that part on.
Arvia runs your projects
- Opportunities, quotes and projects
- Timesheets, leave, mileage and costs
- Purchase orders and approvals
- Building invoices and credit notes
- Project, WIP and utilisation reporting
- Sales invoices and credit notes go from Arvia to Xero.
- Purchase orders and supplier bills go from Arvia to Xero.
- Payment status comes back from Xero to Arvia.
- Customers & contacts, account codes, tax rates and tracking categories come back from Xero to Arvia.
- Business costs move both ways between Arvia and Xero.
Xero remains your ledger
- General ledger and chart of accounts
- Bank feeds and reconciliation
- VAT returns and statutory accounts
- Payroll
- Receiving and making payments
| Object | Details |
|---|---|
| To Xero | |
| Sales invoices | Built in Arvia from unbilled time and costs. |
| Credit notes | Raised in Arvia against an invoice. |
| Purchase orders | Approved orders only. |
| Supplier bills | Matched to purchase orders in Arvia. Existing bills can be refreshed from Xero. |
| Back to Arvia | |
| Payment status | Paid, part-paid and voided status for invoices sent from Arvia. |
| Customers, suppliers and contacts | Keeps both systems using the same contacts. |
| Account codes | Your Xero chart of accounts is used for coding in Arvia. |
| Tax rates | VAT on Arvia documents uses your Xero tax rates. |
| Tracking categories | Used to code by project and department. Mapping is agreed during implementation. |
| Both ways | |
| Business costs and expenses | Spend reconciled in Xero can be brought into Arvia as project costs. |
Safeguards
Designed not to surprise your accountant.
Verified updates
Updates from Xero are verified before Arvia acts on them.
No duplicates
A failed send can be retried without creating a duplicate in Xero.
Lock dates respected
Xero period lock dates are respected.
Nightly check
A nightly check confirms Arvia and Xero agree, and flags differences for finance to review.
One organisation
Arvia connects to one Xero organisation only, so it can’t sync to the wrong one.
Encrypted credentials
Your Xero credentials are stored encrypted.
Also included
Works alongside Xero.
Google and Microsoft sign-in
Team members can sign in with their Google or Microsoft work account.
Import Centre
Import 13 kinds of record from spreadsheets, with import presets for common export formats. Preview before committing, and undo an import within 24 hours.
How implementation worksRead-only REST API
Pull projects, customers, suppliers, employees, timesheets, invoices and purchase orders into your own tools, with an OpenAPI specification and scoped API keys.
Developers / APIFAQ
Xero questions.
What happens if we disconnect?
Does Arvia touch our bank feeds or payroll?
Can we switch parts of the sync on gradually?
Which Xero plans work with Arvia?
Integrations
Need another integration?
Xero is the only accounting system Arvia integrates with today. If you use something else alongside Xero, tell us what it is. It helps us decide what to build next.
See your projects, costs and invoicing in one place.
A 30-minute demo using an example business like yours.