Connect Xero to Uku

Company Admin or Company Owner role on a Team or Elite subscription. You also need a Xero login with the right to authorize third-party apps for the Xero organisation you want to connect.

Path: Settings & Apps → Xero

1. Open Settings & Apps and find the Xero card.
2. Click the card to open the integration dialog and, on the Overview tab, click Enable.
3. Switch to the Connect to Xero tab.
4. Click Authorize Xero to start import. Uku redirects you to Xero’s login page.
5. Sign in to Xero and grant Uku access to the Accounting scopes.
6. If you administer multiple Xero organisations, pick the organisation Uku should connect to.
7. Xero redirects you back to Uku. The connection is confirmed and the Xero tenant is shown on the Overview tab.

OAuth tokens are stored in Uku and refreshed automatically. You will not need to re-authorize unless you revoke access from inside Xero or change the connected Xero organisation.

Xero is one-way inbound for the standard work-statistics flow used by accounting summary tasks. In addition, Uku can push invoices generated in Uku into the connected Xero organisation and read invoice paid status back.

Data	Direction	Notes
Clients (Xero contacts)	Xero → Uku	Imported into the Integration column of the client list; matched on contact details.
Products (Xero items)	Xero → Uku	Available when configuring billing products in Uku.
Tax rates and currencies	Xero → Uku	Used when sending invoices to Xero.
Invoices	Uku → Xero	Uku invoices can be sent to Xero when they are issued.
Invoice paid status	Xero → Uku	Uku reads paid amounts and dates back from Xero.
Work statistics	Xero → Uku	Optional: can drive monthly summary tasks per the accounting integrations setup.

For the summary task and data-field configuration that turns Xero data into monthly tasks, see Setting up accounting integrations.

If you need to switch Xero organisations, refresh stale tokens, or stop the integration entirely:

1. Open Settings & Apps → Xero.
2. To reconnect: on the Connect to Xero tab, click Authorize Xero again and pick the organisation.
3. To disconnect: on the Overview tab, click Disconnect. Uku revokes its Xero token and clears the connected tenant. Existing invoices and clients in Uku are preserved.

Disconnecting from Uku also removes Uku’s authorization inside Xero. If you only revoke the connection from inside Xero, Uku will detect the broken token on the next sync and prompt you to re-authorize.

Make sure the Xero login you used has access to at least one Xero organisation and is allowed to authorize third-party apps. If your firm uses single sign-on, complete the SSO challenge before authorizing. Try the Authorize Xero flow again from a clean browser session.

The Xero refresh token may have been revoked from inside Xero (admin removed the Uku app, or the Xero organisation owner changed). Open Settings & Apps → Xero → Connect to Xero and click Authorize Xero again to issue a fresh token.

Disconnect on the Overview tab, then re-authorize and pick the correct organisation when Xero prompts you. Uku stores one Xero tenant per Uku company.

Open the integration dialog and click Reload data under Settings. This re-imports the last 12 months of data from Xero. If the contact or item still does not appear, verify it is not archived in Xero — Uku skips archived contacts.