{"id":27614,"date":"2025-11-25T11:01:52","date_gmt":"2025-11-25T11:01:52","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=27614"},"modified":"2026-03-16T06:31:30","modified_gmt":"2026-03-16T06:31:30","slug":"clockify-xero","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/integrations-and-add-ons\/clockify-xero","title":{"rendered":"Clockify & Xero"},"content":{"rendered":"\n
Who can use this feature?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Workspace owners and admins<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Standard plans and higher<\/span><\/div><\/div><\/div>\n\n\n\n


Connect Xero to Clockify to create a billing cycle. Send Clockify invoices to Xero and automatically receive payment status updates in Clockify.\u00a0\u00a0<\/p>\n\n\n\n

This action can be performed by workspace owner\/admin.\u00a0To use this add-on, you need to find it in the CAKE.com Marketplace<\/a> and install it onto your workspace.<\/p>\n\n\n\n

<\/rect><\/mask><\/path><\/g><\/svg>Info<\/span><\/div>
\n

The Xero add-on requires a subscription and separate payment of $4.99\/month.<\/p>\n<\/div><\/div>\n\n\n\n

Connect Clockify and Xero<\/h2>\n\n\n\n

After you’ve installed the add-on, proceed with connecting the two applications (Xero and Clockify). <\/p>\n\n\n\n

To connect Xero to Clockify:<\/p>\n\n\n\n

    \n
  1. Go to the Workspace settings<\/strong> and open the Add-ons <\/strong>tab<\/li>\n\n\n\n
  2. Find Xero<\/strong> add-on and open Settings<\/strong><\/li>\n\n\n\n
  3. Click Connect Xero<\/strong><\/li>\n\n\n\n
  4. Allow Xero to access your data and log in to your Xero account<\/li>\n\n\n\n
  5. Now choose Xero tenant<\/strong> (organization) you want to connect to your Clockify workspaces (Xero tenant = Clockify workspace)<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    After you connected the two apps, you need to go to the add-on settings where you have the following options: <\/p>\n\n\n\n

      \n
    • Send invoice from Clockify to Xero<\/li>\n\n\n\n
    • Automatically sync invoice payments from Xero to Clockify <\/li>\n<\/ul>\n\n\n\n

      Send invoice from Clockify to Xero<\/h2>\n\n\n\n
      <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
      \n

      To successfully send an invoice from Clockify, Xero invoice needs to be in a draft status.\u00a0<\/p>\n<\/div><\/div>\n\n\n\n

      Enable this option to allow the Send to Xero<\/strong> action to appear on your Invoices<\/strong> page.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      To send an invoice from Clockify to Xero: <\/p>\n\n\n\n

        \n
      1. Go to the Invoices page in Clockify<\/li>\n\n\n\n
      2. To send an individual invoice, click on the three-dots menu next to the invoice <\/li>\n\n\n\n
      3. Choose Send to Xero<\/strong><\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        To send the invoices in bulk, choose the Send to Xero<\/strong> option from the Add-on actions<\/strong> dropdown at the top right corner.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        When you send an invoice, the status in Clockify will automatically be updated to sent<\/strong>.
        When you edit an invoice in Clockify, you can send the updated version to Xero.  <\/p>\n\n\n\n

        Payment & status sync<\/h2>\n\n\n\n

        Sync payment and statuses from Xero<\/strong> to keep your records updated.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Any payment amount received in Xero will be automatically synced and displayed in Clockify. 
        The invoice status in Clockify will change immediately (e.g. to paid<\/strong> or partially paid<\/strong>) to be in sync with the Xero status.<\/p>\n\n\n\n

        <\/rect><\/mask><\/path><\/g><\/svg>Info<\/span><\/div>
        \n

        Taxes in Xero are calculated differently than in Clockify which might lead to a difference in the totals when taxes are turned on.<\/p>\n<\/div><\/div>\n\n\n\n

        Taxes in Xero<\/h3>\n\n\n\n

        The main reason for the difference in calculation is due to rounding on each line item in Xero<\/strong>.<\/p>\n\n\n\n

        Calculation method<\/strong><\/td>Xero<\/strong><\/td>Clockify<\/strong><\/td><\/tr>
        Rounding point<\/td>Rounds tax on each individual line item<\/strong> before sum up.<\/td>Rounds tax based on the invoice total<\/strong>. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        To minimize the discrepancy, you can do the following: <\/p>\n\n\n\n

          \n
        • With Xero API, developers can specify and override Xero’s default calculation with their own TaxAmount field when creating an invoice<\/li>\n\n\n\n
        • Add a rounding adjustment line item to the invoice in Xero to match the Clockify’s total<\/li>\n<\/ul>\n\n\n\n

          Create client<\/h2>\n\n\n\n

          When you send an invoice to Xero, the client info needs to match. <\/p>\n\n\n\n

          If the client does not already exist in Xero (as a Contact), a new client record with the same name is created automatically. Also, if the client with the same name exists in Xero, then the invoice is created under the same contact.  <\/strong><\/p>\n\n\n\n

          <\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
          \n

          Clients\/contacts are not case sensitive in Xero, which means that a contact typed as “Clockify CliEnt”<\/em> will map with Xero as a contact.<\/p>\n<\/div><\/div>\n\n\n\n

          Here are specific examples:<\/p>\n\n\n\n

          Scenario<\/strong><\/td>Clockify client<\/strong><\/td>Xero contact <\/strong><\/td>Integration<\/strong><\/td><\/tr>
          Successful mapping<\/td>QuickBuild Solutions<\/em><\/td>A contact named QuickBuild Solutions<\/em> already exists.<\/td>Invoice is successfully created under the existing Xero contact.<\/td><\/tr>
          Automatically created<\/td>Sunshine Cafe<\/em><\/td>No contact named Sunshine Cafe<\/em> exists.<\/td>Xero automatically creates a new contact named Sunshine Cafe<\/em> and links the invoice to it.<\/td><\/tr>
          Case-insensitive match<\/td>ACME Corp<\/em><\/td>A contact named Acme Corp<\/em> already exists in Xero.<\/td>The system ignores capitalization and links the invoice to the existing Acme Corp<\/em> contact.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"Connect Xero to Clockify to create a billing cycle. Send Clockify invoices to Xe…","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[52],"tags":[],"class_list":["post-27614","post","type-post","status-publish","format-standard","hentry","category-addons"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/27614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=27614"}],"version-history":[{"count":25,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/27614\/revisions"}],"predecessor-version":[{"id":30316,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/27614\/revisions\/30316"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=27614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=27614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=27614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}