Carbon
Business feature— included with the Business plan on Carbon Cloud. If you'd like to self-host this feature, you need a commercial license. Licensing →

Connect Xero

Paid

Connect your Xero organisation to Carbon in three steps.

Connect Xero to send Carbon's customers, suppliers, invoices, bills, payments and journals to your Xero books, and bring payments made in Xero back into Carbon.

You need: permission to change Settings in Carbon, a Xero login that can connect apps to your organisation, and the same base currency on your Carbon company as on your Xero organisation.

Connect Xero

Press Install in Carbon

Go to Settings → Integrations and press Install on the Xero card.

Allow Carbon in Xero

Sign in to Xero, pick one organisation and allow access. Carbon links the first organisation in Xero's list. If you connected other organisations to Carbon before, that list can start with one of them. After connecting, open the Xero integration and check the name next to Connected to.

Finish in Carbon

You land back in Carbon. Choose what syncs and run the first sync, as shown on the Accounting page.

What Carbon can do in Xero

When you allow access, Xero lets Carbon:

  • create and update contacts (your customers and suppliers)
  • create and update invoices, bills and credit notes, and create and read payments
  • create bank transactions and manual journals
  • read your chart of accounts and tracking categories, and create items
  • read your trial balance, when you turn on accounting in Carbon
The exact Xero scopes, for your Xero admin
offline_access
accounting.contacts
accounting.settings
accounting.invoices
accounting.payments
accounting.banktransactions
accounting.manualjournals
accounting.reports.trialbalance.read

Something went wrong?

What you seeWhat to do
Company base currency not configuredSet the base currency on your Carbon company, then connect again.
Currency mismatch: Your Carbon company uses …Your Carbon company and your Xero organisation use different base currencies. Make them match, then connect again.
No Xero connections foundXero didn't return an organisation for your login. Connect again and pick one.
Invalid state parameterCarbon couldn't match this sign-in to one you started: it took over an hour, or finished in another browser or Carbon account. Start again from Settings → Integrations.
Carbon asks you to reconnect when you pull the trial balance while turning on accountingYour connection is older than the trial balance permission, or it has expired. Connect Xero again.

Running Carbon on your own servers?

Skip this on Carbon Cloud. The Xero app is already set up.

On your own servers, you create the Xero app once:

  1. Create an app at developer.xero.com, with this redirect URI: https://<your Carbon address>/api/integrations/xero/oauth.
  2. Set its client ID and client secret as XERO_CLIENT_ID and XERO_CLIENT_SECRET in Carbon's environment.
  3. For live updates from Xero, add a webhook to https://<your Carbon address>/api/webhook/xero for contacts and invoices, and set its key as XERO_WEBHOOK_SECRET.
  4. Restart Carbon. Then run Xero's "Intent to receive" check on the webhook; Xero sends no updates until it passes.
Accounting

What syncs with Xero, and the settings after you connect.

Setup guides

Connect your other apps.