---
title: "Integrating with Xero"
slug: "integrating-with-xero"
updated: 2026-06-04T20:39:51Z
published: 2026-06-04T20:39:51Z
canonical: "support.makershub.ai/integrating-with-xero"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating with Xero

This guide walks you through connecting MakersHub with Xero. Once integrated, the two platforms maintain a **2-way sync** where changes made in either system are automatically reflected in the other.

## Step 1: Navigate to Integrations

In MakersHub, select the drop down next to your name in the top right corner. Go to **Integrations** and select **Connect** next to Xero.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(195).png)

Select **Connect to Xero**.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(196).png)

## Step 2: Follow the Instructions in Xero

**Log in** to Xero.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(198).png)

**Allow Access** for data transfer between MakersHub and Xero.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(199).png)

## Step 3: Sync Data with Xero

Navigate back to MakersHub, then select **Click here** - complete the popup. Next, select **Sync Data with Xero** to initiate the first sync.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(211).png)

## Step 4: Integration Complete

Once your data is synced with Xero, navigate to the **Integration Data** tab to verify that all records have been successfully imported. Use the dropdowns to expand and review the imported data. Toggle on **Enable Custom Fields** to map *Tracking Categories* under the Line-Level Custom Fields section.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/image(201).png)

With the integration complete, you are ready to begin processing bills in MakersHub. See the following article for next steps: [Process and Approve your First Bill](https://support.makershub.ai/docs/process-and-approve-your-first-bill).