Manage accounting with Xero

Databases
Accounting software for small business
Overview

The Xero integration connects Jet Admin to your Xero account, so you can view invoices, manage contacts, and reconcile transactions directly from a Jet Admin app instead of switching to Xero. It's a way to give non-finance teams a scoped view of billing data without full accounting access.

Once connected, Xero data can be joined to records in your own database, scoped by role, and routed through an approval step before an invoice is created or sent. Every action is recorded in Jet Admin's audit log alongside the rest of your app's activity.

What you can do
List invoices
Pull invoices from Xero into a Jet Admin table.
Create invoices
Generate a new invoice directly from a Jet Admin action.
List contacts
Pull customer and vendor contacts into a Jet Admin table.
Reconcile transactions
Match bank transactions against invoices and bills.
Use Cases
Scenario
What it looks like
Finance dashboard
Combine Xero invoices and contacts with the rest of your business data.
Automated invoicing
Generate an invoice automatically as part of a Jet Admin workflow.
Customer billing history tied to CRM data
See invoices next to the customer record they relate to.

Key benefits

  • Finance data in one place. Combine Xero invoices and contacts with the rest of your business data.
  • Automated invoicing. Generate an invoice directly from a Jet Admin action.
  • Scoped access. Give teams a limited view of billing data without full Xero access.
  • Full audit trail. Every invoicing action taken through Jet Admin is logged.

How to connect Jet Admin with Xero

  1. In Jet Admin, go to Data Sources and select Xero.
  2. Authorize Jet Admin to access your Xero organization.
  3. Choose the accounts and contacts Jet Admin should read from and write to.
  4. Test the connection to confirm Jet Admin can read and create invoices.
  5. Build a table, form, or action in Jet Admin using your Xero data.