🔗 How to Set Up the Client Hub Integration with Xero
Connecting Client Hub to Xero only takes a few minutes and enables automatic syncing of transactions by triggering Client Tasks in your workspaces.
⚠️ Note:
You must be a Client Hub Admin and have access to the client's Xero company to complete the setup.
🛠 Step-by-Step Setup Instructions
Go to Setup & Settings
In Client Hub, click Setup & Settings from the left-hand menu.
Access Xero Integration
In the Advanced section, click Xero integration.
Connect a Xero Company
Click + Add Another Xero company to begin connecting a new Xero account.
If you're not already logged into Xero, you'll be prompted to sign in. Select the Xero company you want to connect and click Connect to allow Client Hub to securely access and sync data with your Xero account.
Select Accounts to Monitor
Click Manage Accounts next to the connected workspace to choose the Xero accounts you want to monitor for new transactions.
💡 Tip: Use "Uncategorized" income, expense, or asset accounts — or create dedicated accounts like "Push to Client Hub" for easier tracking.
✅ Connection Status
Once connected, each Xero company appears in the integration table alongside its linked Client Hub Workspace, the connected Xero Uncategorized Account, and the firm user who set up the connection (Sent by).
A green checkmark icon next to the Xero Company name confirms the connection is active and healthy.
🔄 Refreshing or Removing a Connection
If your Xero connection needs attention, use the actions available in the integration table:
- Refresh — Re-establishes the connection if it has become disconnected or needs to be updated. If prompted, sign back into Xero to complete the reconnection.
- Remove — Disconnects the Xero company from the Client Hub workspace entirely.
If you encounter a connection issue, plain-language error messages will appear to help you understand what went wrong and what to do next.
✅ What Happens Next?
Once connected:
- The most recent 90 days of supported transactions from selected accounts will automatically sync into Client Hub.
- A Client Task is created for each synced transaction.
- New supported transactions posted to selected accounts in Xero will automatically trigger Client Tasks moving forward.
- Updates and attachments sync between Client Hub and Xero to keep both systems aligned.
This ensures transaction follow-up, client communication, and bookkeeping workflows remain centralized and up to date.