🔗 How to Set Up the Client Hub Integration with Xero

Connecting Client Hub to Xero only takes a few minutes and enables automatic tracking of new 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

1. Go to Setup & Settings

   In Client Hub, click Setup & Settings from the left-hand menu.

2. Access Xero Integration

   In the Advanced section, click on Xero Integration.

   Choose a Client Workspace

   Use the dropdown menu to select the client workspace you want to connect.

   Click “Connect to Xero”

   • If you're not logged into Xero, you’ll be prompted to enter your login credentials.
   • Select the Xero company you want to connect.

3. Authorize Access

   When prompted, click Connect to allow Client Hub to view and update your Xero data.

4. Select Accounts to Monitor

   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.

✅ What Happens Next?

Once connected, any supported transaction posted to a selected account in Xero will automatically trigger a Client Task in the corresponding workspace—helping you keep client communication and transaction follow-up efficient and centralized.