XERO INTEGRATION
Connect client accounting context
with the work around it.
LEDGEIN links Xero contacts to LEDGEIN client records. That link is what keeps tasks, obligations, documents, messages and regulatory impacts pointed at the same client — without retyping the client list.
Xero connection · contact matching
Fictional contacts shown. No live Xero data is used on this website.
| Xero contact | LEDGEIN client | Match |
|---|---|---|
| Acme Limited | Acme Limited | Linked |
| Greenfield Holdings | Greenfield Holdings Ltd | Linked |
| North Shore Dental | North Shore Dental | Suggested |
| Kaimai Orchards | — | Unmatched |
Matches are suggested, then confirmed by your team. Unmatched contacts stay unmatched until someone decides.
STATUS
What this connection does today
We describe only what LEDGEIN actually supports.
Supported
- Connecting a Xero organisation to your LEDGEIN workspace
- Reading Xero contacts for matching
- Linking a Xero contact to a LEDGEIN client record
- Reviewing, confirming and removing links
Not part of this connection
- Automatic tax filing or bookkeeping
- Reconciliation, invoicing or payments
- Writing back to the Xero ledger
- Any provider partnership or endorsement
THE CONNECTION STORY
From Xero contact to connected practice work
Four steps, each of which your team can see and correct.
Xero contacts
Acme Limited · Greenfield Holdings · North Shore Dental
Contact matching
Suggested matches your team confirms or corrects.
LEDGEIN client record
The link is stored against the client, not scattered across tools.
Work that carries context
Tasks, compliance, documents, messages and regulatory impacts.
HOW IT WORKS
Setting the connection up
- 01
Connect Xero
Authorise the connection from inside your LEDGEIN workspace using Xero's own authorisation flow.
- 02
Match contacts
LEDGEIN suggests matches between Xero contacts and existing LEDGEIN clients.
- 03
Confirm links
Your team confirms, corrects or leaves a contact unmatched. Nothing is linked silently.
- 04
Work stays in context
The link lives on the client record, so everything attached to that client shares the same context.
No provider authentication happens on this website. Connections are configured inside app.ledgein.com.
WHAT YOU GET
Why the link is worth making
One client list
Your Xero organisation and your LEDGEIN client base stop being two separate lists maintained by hand.
Suggested matching
Likely matches are surfaced for review rather than guessed at silently.
Explicit links
A link between a Xero contact and a LEDGEIN client is a recorded, reviewable decision.
Work in context
Tasks, obligations, documents and messages all sit on the client the link points to.
Correctable over time
Links can be changed when a client is restructured, renamed or merged.
Disconnect at will
The connection can be revoked from your workspace whenever your practice decides.
IN PRACTICE
What changes day to day
Onboarding is faster
New clients can be created from contacts you already maintain, rather than typed in again.
Fewer near-duplicate clients
Matching surfaces the 'Greenfield Holdings' vs 'Greenfield Holdings Ltd' problem before it multiplies.
Context when someone asks
The client record identifies which accounting organisation the client corresponds to.
Your ledger stays your ledger
LEDGEIN handles practice operations. Accounting stays in your accounting system.
SECURITY & CONTROL
Connected without giving up control
A connection is a scoped, revocable arrangement your practice makes deliberately — not open access to your systems.
Authorised connections
Provider connections use the provider's own authorisation flow where applicable. LEDGEIN never asks for your provider password.
Scoped to your practice
Integration accounts belong to your workspace, so a connection applies to your practice and nobody else's.
Chosen destinations only
Documents go to the storage destination your practice selects — not to anything else in the connected account.
Server-side authorisation
Access is checked on the server for every request, so permissions cannot be bypassed from the browser.
Disconnect at any time
A connection can be revoked by your practice, and access stops with it.
Encryption
Data is encrypted in transit and at rest across LEDGEIN.
The Xero connection uses Xero's authorisation flow and is scoped to your practice workspace. LEDGEIN is not a Xero partner and makes no claim of endorsement.
LEDGEIN does not claim provider partnership, endorsement or certification. Provider names are used to describe supported connections only.
Keep Xero and your practice records in step.
See how contact matching and job context work day to day.
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