Xero Invoice Integration Now Live: Sync Invoices from GHL to Xero Instantly

GoHighLevel just rolled out the official Xero integration, and it’s a game-changer for billing, invoicing, and CRM management. If you’re using Xero for accounting and GHL for sales and service, this update closes a major loop.

Here’s what’s included in the first release:

• Contact Syncing: When you connect Xero, all your existing and new Xero contacts are auto-synced into HighLevel. If a contact doesn’t have a first or last name in Xero, GHL will smartly pull in the contact name instead. Existing contacts in GHL with matching emails or phone numbers will be updated with Xero’s details.
• Invoice Sync (One-Way): Create invoices inside GHL, and they’ll instantly show up in Xero complete with customer name, invoice number, taxes, and real-time payment statuses.
• Tax Mapping: Multi-component tax rates in GHL are now mapped to Xero’s tax setup, making compliance and reporting more accurate and less of a nightmare.
• Accounts Filtering: Only payment-enabled accounts in Xero (excluding banks) are synced, giving you visibility where it matters.

Plus, there’s more coming: selective contact group importing from Xero is in the works so soon, you’ll be able to choose exactly who comes into your GHL system.

This isn’t just a simple connection it’s a smart sync that keeps your systems aligned with minimal effort.

1. Contact Syncing That Makes Sense
When you connect your Xero account, all existing and new contacts from Xero are automatically imported into GHL. And this isn’t a one-time dump it keeps syncing over time.

• If a contact has no first or last name, GHL grabs the full contact name as-is.
• If the contact already exists in GHL (based on email or phone), it updates the contact instead of creating duplicates.

2. One-Way Invoice Sync
You can now create invoices directly inside HighLevel, and they’ll show up in Xero immediately no extra steps. This includes:

• Invoice numbers
• Customer names
• Tax amounts
• Payment status updates (in real time)

3. Tax Mapping That Actually Works
Whether you’re dealing with simple tax or complex multi-component tax structures, GHL now maps them directly to your Xero setup. This ensures your books match up for better reporting and compliance.

4. Visibility Where It Counts
Only payment-enabled accounts (like Stripe or other merchant services) will appear for syncing bank accounts are excluded by default to avoid cluttering your ledger.

This is a well-thought-out bridge between two essential systems built for growing businesses that don’t want to get buried in admin work.

If you’re running an agency or managing multiple client accounts vyou know how much time gets wasted flipping between tools, chasing unpaid invoices, or trying to figure out who paid what and when. That’s not just inefficient. It’s expensive.

The new Xero invoice integration changes the game for agencies that want to stay lean, automated, and in control.

Creating an invoice in HighLevel? It’s already in Xero. That means no more copying, pasting, or worrying about errors that creep in when you manually move data between platforms.

As soon as an invoice is marked paid in Xero, it’s reflected in GHL. You don’t need to guess whether a client paid you’ll know instantly.

Your contact records stay synced between platforms. That means less cleanup, fewer duplicates, and better accuracy when reporting or following up.

Tax mismatches are a nightmare, especially if you’re handling payments across multiple clients or regions. This integration matches tax structures properly between GHL and Xero, so your numbers stay clean.

If you’re offering GHL as a white-labeled platform to clients, this integration makes your solution more attractive to businesses who rely on Xero for financials.

In short: more automation, fewer mistakes, and a smoother backend workflow that helps your team and your clients.

Getting started with the Xero invoice integration takes less than five minutes. No dev team needed. No Zapier workarounds. Just a few clicks inside your GHL sub-account.

Here’s the step-by-step walkthrough:

Step 01 – Access the Settings Area in GoHighLevel

Go to the left-hand sidebar, look all the way to the bottom.

• 1.1 Click on the gear icon ⚙️ labeled “Settings.”

• You’ll now be in the main Settings dashboard, where you can access:
  • Business Info
  • Billing
  • My Staff
  • and more.

Once inside the sub-account, click on Settings, then select Integrations from the sidebar.

2.1 Click Integrations

2.2 Click Xero

• Find Xero and Click Manage to integrate
• After clicking manage. You’ll be prompted to sign in to your Xero account
• After logging in, Xero will ask you to approve access. Once authorized, the connection is active.

Immediately after setup:

• All your existing contacts in Xero will sync to GHL.
• Any invoices you create in GHL will automatically appear in Xero.
• Contact data will update on an ongoing basis (not just once).
• Tax settings and payment-enabled accounts will be pulled into GHL.

Heads Up:
At this stage, all Xero contacts (including suppliers, vendors, etc.) are synced into GHL. That’s it. You’re integrated.

Want to get the most out of the Xero invoice integration? These pro-level tips will help you keep things smooth, clean, and client-ready.

Keep your contact names consistent across GHL and Xero to avoid confusion or mismatches. If your agency manages multiple brands, consider using prefixes or tags in Xero to stay organized.

Before connecting to Xero, review your contact list. Delete or archive any junk or outdated entries in Xero to avoid cluttering your GHL CRM with unnecessary contacts.

Make sure your tax settings in GHL align with what’s already set up in Xero. This helps prevent errors when syncing multi-component taxes or cross-border invoice data.

Once contacts are pulled in from Xero, tag them in GHL with something like “Imported from Xero.” This lets you easily filter or segment them later without confusion.

Since the current version imports all Xero contacts including suppliers you may want to segment or hide those until the September update drops. A simple Smart List with filters can clean this up.

Even though invoices sync automatically, you still need to reconcile them inside Xero for accounting accuracy. Set a reminder to double-check this weekly or monthly.

The Xero invoice integration isn’t just a nice-to-have it’s a real upgrade for how agencies and businesses handle money flow. By connecting your CRM and accounting systems, you’re cutting out one of the biggest sources of friction: manual data entry.

Here’s the impact you can expect:

1. More Time Back
No more duplicating invoices or updating the same client details in two systems. That’s hours saved every single month.

2. Fewer Costly Mistakes
When you’re typing things twice, errors creep in. Wrong totals, missing taxes, duplicate contacts gone. The sync keeps things clean.

3. Stronger Financial Visibility
With real-time payment status and tax mapping, you’ll always have a clear picture of cash flow. No more waiting for your bookkeeper to catch up.

4. Happier Clients
Clients notice when billing is fast, accurate, and consistent. That means fewer disputes, faster payments, and smoother relationships.

5. Agencies Stay Competitive
Offering GHL as a white-labeled solution already gives agencies an edge. With Xero integration, you can now position your platform as not just a CRM but a billing and finance hub too.

Bottom line: this is one of those behind-the-scenes improvements that can directly boost your agency’s profitability.

The launch of the Xero invoice integration is one of those updates that doesn’t just add convenience it changes how agencies handle money. By linking GHL and Xero, you’re streamlining your entire invoicing process, syncing contact data automatically, and reducing the risk of costly errors.

For agencies, this is a big win. You can now offer clients a more professional, accurate, and seamless billing experience while saving your team time. And with tax mapping and payment-enabled account syncing, compliance and reporting just got a whole lot easier.

This is just the start, too. The upcoming feature to selectively import contact groups will give even more control over data flow between systems.

If you haven’t connected your accounts yet, now’s the time. Head into your GHL sub-account, enable the integration, and let the automation handle the heavy lifting. Your future self (and your accountant) will thank you.