Xero
Online accounting and invoicing for recruitment
At a glance
- Integration
- API
- Regions
- AustraliaNew ZealandUnited Kingdom
- Setup time
- JobAdder-assisted
- Supported by
- JobAdder
Preferred Partners are reviewed by JobAdder for integration quality, customer support and security.
Draft invoices from a placement, tracked in JobAdder
Create a draft invoice in Xero directly from a placement record in JobAdder, route invoices to different Xero organisations, and use inventory items to code them to the right accounts. Invoice numbers and real-time statuses show against the placement, so billing stays visible without switching tools.
Invoice from the placement
Create a draft Xero invoice directly from a placement record.
Status on the record
Invoice number and real-time status show in JobAdder.
Multiple organisations
Route invoices to different Xero organisations from JobAdder.
What you can do with this integration
Draft invoice creation
Create invoices from a placement, the placements grid or a job's placement tab.
Inventory item coding
Use Xero inventory items to code invoices to the correct accounts.
Field mapping
Organisation, contact, dates, item code, description, amount, currency, tracking and PO map across.
Invoice status sync
Status updates in real time through Draft, Sent, Paid and Voided.
Multi-organisation routing
Sync to multiple Xero organisations and pick the right one per invoice.
Tracking categories
Xero tracking categories sync to the draft creation form.
Up and running in three steps
Enable at account level
A JobAdder Admin opens Admin then Apps & Addons, clicks Xero and enables it.
Authorise as a user
Under Settings then Apps & Add Ons, click Xero, Link accounts and authorise in Xero.
Create a draft invoice
Open a placement, choose Actions then Create Xero Invoice, complete the drawer and create.
What moves between the two platforms
| Record | Direction | What syncs |
|---|---|---|
| Candidates | Not synced | |
| Jobs | Not synced | |
| Placements | JobAdder to Xero | Created from a placement with item codes and tracking categories; INV number populated on the placement; Real-time status: Draft, Sent, Paid, Voided |
| Contacts & companies | Not synced |
