Xero POS Integration Development

Start with the organization and access scope

We identify the Xero organization, country, currencies, tax setup and accounting owner. The connection requests the permissions needed for the agreed records and keeps authorization outside the public interface.

Xero provides APIs, custom connection resources and developer tools. Its current platform changes are checked when designing the connector and during maintenance.

Connect the full sales cycle

The mapping covers contacts, invoices, receipts, credit notes, stock cost and payment clearing. Tracking categories and branch references are agreed with the accountant. An individual invoice and a daily journal must not post the same sale twice.

Use an illustrative 500 sale, a 100 customer credit and a later bank deposit to test the account history. Check the invoice balance, tax, processing fee and original reference at each stage.

Keep missed records visible

A useful connector makes pending and failed records available to an authorized reviewer. It keeps the original transaction ID through retries and records why a destination rejected an entry.

We test lost connections, revoked authorization, updated contacts, partial payments and a correction after the accounting period closes. The daily reconciliation identifies any source transaction missing from the accounts.

Reconcile before enabling the live feed

We build against an approved test organization, confirm opening balances and agree the cutover date. Current Xero API access terms and limits are checked in the quotation.

The handover includes mappings, authorization ownership, error handling and support responsibilities. Your accountant reviews the resulting invoices and journals before live use.

Before you start