Xero Integration
Integrate Boltline with Xero to connect your inventory and manufacturing operations with your financial management system.
Prerequisites
Before configuring the Xero integration, ensure you have:
- Admin Access: Organization Owner or Admin role in Boltline
- Xero Access:
- Xero account with Standard or Advisor role
- Permission to authorize third-party apps
Configure Xero Integration
- Navigate to Organization > Integrations.
- Locate Xero in the list of available integrations.
- Click Configure.
- In the Authentication section, click Authenticate.
- You will be redirected to Xero to authorize the connection.
- Sign in to your Xero account.
- Select the Xero organization to connect.
- Review the permissions and click Allow Access.
- You will be redirected back to Boltline.
Success!
Your Xero integration is now connected.
Permissions Requested
When you authorize Boltline, the following Xero permissions are requested:
| Permission | Why It's Needed |
|---|---|
| accounting.contacts | Read and create vendor/contact records |
| accounting.transactions | Create and manage purchase orders |
| accounting.settings | Read account codes and tracking categories for mapping |
| accounting.attachments | Attach documents to purchase orders |
| offline_access | Maintain connection without requiring frequent re-authentication |
Sync Configuration
After connecting, configure data synchronization:
- Inventory Sync - Sync inventory items and quantities
- Purchase Orders - Create purchase orders in Xero from Boltline
- Invoicing - Generate invoices for completed work
Enable a New Currency in Xero
Before Boltline can sync purchase orders in a new currency to Xero, you must enable that currency in your Xero organization.
Prerequisites
- Admin-level access to the Xero organization.
Steps
- Sign in to Xero.
- Use the tenant dropdown in the top-left corner to select the organization to which you want to add the currency.
- Click the organization name and select Settings.
- Under the Accounting section, select Currencies.
- Click Add currency.
- Choose the desired currency from the dropdown.
- Click Add currency to confirm.
- Confirm that the new currency now appears in the currencies list.
Need Help?
For detailed configuration assistance, account mapping, or troubleshooting, please contact our Customer Success team at support@boltline.com.