Xero integration
Connect document automation to Xero accounting
Xero integration brings your accounting data into Portant workflows. Generate branded invoices and financial documents that sync with your Xero account. Keep your accounting records accurate without duplicate data entry.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
What you can do with Portant and Xero
Sync invoice data with Xero
Generated invoices can sync with your Xero account. Keep your accounting records accurate without manual entry or re-keying data.
Branded financial documents
Use your own templates for invoices and financial reports. Xero data fills into your branded layout automatically.
Accurate line item data
Product names, quantities, prices, tax rates, and totals from Xero populate into your document templates. No manual calculations.
Automated delivery
Send generated invoices and statements via email directly from Portant. Track delivery and opens.
How to set up Xero with Portant
Step 1
Connect your Xero account
Link Xero to Portant with a one-click OAuth connection.
Step 2
Choose your template
Use an existing invoice or financial document template in Docs, Slides, or Word.
Step 3
Map Xero data
Connect Xero contacts, line items, and amounts to template tags.
Step 4
Generate and sync
Create documents that stay in sync with your Xero records.
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
Frequently asked questions about Xero
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Connect Portant to Xero
Start generating financial documents from Xero. No credit card required.