🔗 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.

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.

Authorize Access

When prompted, click Connect to allow Client Hub to securely access and sync data with your Xero account.

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:

• 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.