> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync: Xero

> Request access, enable the Xero tile in Company Settings, and log in to link your account for two-way syncing (AU/NZ only).

## *(Note: Xero integration is only available for customers in Australia and New Zealand.)*

## 1. Request access to sync with Xero

To connect to Xero, you will first need to request access by contacting us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or using the chat feature in the bottom right corner of your screen.

## 2. Turn on the integration in 'Company Settings'

Once FieldPulse has enabled you to connect to Xero, go to *Company Settings*. Find the *Features & Plugins* tab and navigate until you find the Xero tile. Click *Connect to Xero*.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/01.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=28dea6cd286088dcb03911a5fe4ea6b8" alt="Xero tile under Features and Plugins in Company Settings" width="1600" height="903" data-path="static/images/_api/4201603-sync-xero/01.png" />

## 3. Enter your login information for your Xero account

Click *Allow Access* and follow any on-screen instructions.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/02.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=17669b61060e7a3f6124af988114ed0b" alt="Xero account login and allow access screen" width="1012" height="1436" data-path="static/images/_api/4201603-sync-xero/02.png" />

## 4. Select the historical data you want to share between the programs

You can choose which historical records are pushed from FieldPulse to Xero, and which records are pulled into FieldPulse from Xero. Use the radio buttons next to each record type to customise. Once selected, all historical data for that record type will be synced accordingly.

*Note: This setting applies only to historical records. After the initial sync, the integration becomes a two-way sync for customers, line items, invoices, and payments — and a one-way sync for estimates (FieldPulse → Xero).*

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/03.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=9b740671b27885e35159bb447de347ac" alt="Historical data sync options with radio buttons per record type" width="1600" height="867" data-path="static/images/_api/4201603-sync-xero/03.png" />

## 5. Select your default sales account (this refers to items you sell)

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/04.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=b84846fd05d9c8af06c80932c51a850e" alt="Selecting the default sales account in the Xero setup" width="1600" height="641" data-path="static/images/_api/4201603-sync-xero/04.png" />

## 6. Select your default sales tax rate

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/05.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=54fc63094d50975ed7566643986ed5f7" alt="Selecting the default sales tax rate in the Xero setup" width="1600" height="780" data-path="static/images/_api/4201603-sync-xero/05.png" />

## 7. Select your default payment account

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/06.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=47f64f74814173aed32e18148d02cd5d" alt="Selecting the default payment account in the Xero setup" width="1549" height="575" data-path="static/images/_api/4201603-sync-xero/06.png" />

## 8. Then you will be prompted to agree to the Xero integration terms and conditions

The syncing process will now be initiated, and you should begin to see data from Xero populate into FieldPulse.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/4201603-sync-xero/07.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=683750007957eead5f7fd36ecaad1f0c" alt="Prompt to agree to the Xero integration terms and conditions" width="1600" height="721" data-path="static/images/_api/4201603-sync-xero/07.png" />

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
