Orderverse DocsXero Integration Overview
Connect your workspace to Xero and understand the sync dependency chain before starting.
What the Xero integration does
The Xero integration lets you sync your customers, products, and invoices between Orderverse and Xero — without manual re-entry.
| Direction | What syncs |
|---|---|
| Xero → Orderverse | Contacts (customers), Items (products), Tax rates |
| Orderverse → Xero | Invoices (push as Xero draft invoices) |
| Xero → Orderverse | Invoice status updates (pull linked invoices) |
Each sync module is independent and can be enabled separately — but some modules depend on others. See the dependency chain below before setting up.
Sync dependency chain
Before enabling invoices, the three foundation modules must be set up in order:
1. Tax Rates sync → Manual tax mapping (required)
↓
2. Items sync + Contacts sync (can run in parallel)
↓
3. Invoice Push / Invoice Pull
Invoice sync will not run until contacts, items, and tax rate mapping are all complete. The system enforces this at every step — the UI reflects it, and the server rejects out-of-order requests.
Connecting Xero
- Go to Configuration → Integrations.
- Click Connect Xero.
- A Xero authorisation window opens — sign in and approve access.
- After approval, you are redirected back. The integration status shows Connected and displays your Xero organisation name.
The connection is scoped to your workspace. Each workspace connects to its own Xero organisation.
Disconnecting Xero
- Go to Configuration → Integrations.
- Click Disconnect.
- Confirm the action.
Disconnecting removes the stored tokens and stops all sync activity. Existing linked invoices and mapping records are preserved — they are not deleted.
Sync settings
Each module has an enable/disable toggle in Configuration → Integrations:
| Toggle | What it controls |
|---|---|
| Sync Contacts | Pull Xero contacts into customer mapping |
| Sync Tax Rates | Pull Xero tax types for mapping |
| Sync Items | Pull Xero items into product mapping |
| Sync Invoices | Enable invoice push and pull |
Contacts sync and items sync also define master ownership for new records:
- With Sync Contacts on, new customers are created in Xero first and then synced in.
- With Sync Items on, new products are created in Xero first and then synced in.
- Local-only fields still stay editable where the sync does not own them.
Enabling Sync Invoices automatically enables Sync Contacts, Sync Items, and Sync Tax Rates. You cannot disable a prerequisite module while a dependent module is enabled.
Contact field mapping
In Configuration → Integrations, Contacts sync also lets you choose:
- which Xero phone field to use: Default, Direct dial, Fax, Mobile, or Do not sync
- which Xero address to use: Billing Address, Delivery Address, or Do not sync
If phone or address is set to Do not sync, that field stays local and editable in Orderverse.
Cooldown periods
After each manual sync trigger, a cooldown applies before the same scope can be triggered again:
| Scope | Cooldown |
|---|---|
| Contacts, Items, Tax Rates | 60 seconds |
| Invoice Push | 5 seconds |
| Invoice Pull | 10 seconds |
The countdown is shown next to the sync button.