Billing integration

Xero

Xero invoices and payments correlated against PSA contracts and ticket activity. Second billing-pillar adapter — the AU / NZ / UK MSP standard.

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What Vectis syncs

The read side of the adapter. Pulled on a schedule and available everywhere the customer account surface lives.

Contacts marked as customers — Xero customers mapped to the same Vectis customer row as your PSA
Accounts-receivable invoices (Type=ACCREC) with total, balance, status, due date, and currency
Payments with one row per payment / invoice settlement touch
Credit notes with balance + applied state
Webhook-driven INVOICE + CONTACT events (PAYMENT + CREDITNOTE drain on the next ETL tick)

Read-only today

This adapter pulls data into Vectis but doesn’t write back into Xero. Rules can still react to the synced data — for example, a Pax8 subscription change can open a ConnectWise ticket or a HaloPSA action. The write-back lands in the PSA, not in Xero.

How it correlates

One customer, every tool.

Vectis is about Xero joining your other systems around the customer account — not a standalone dashboard. Two concrete examples:

Service delivered, invoice never sent

A cross-engine rule joins tickets resolved in-period against invoices issued in-period, per customer. A customer with non-trivial ticket activity and zero Xero invoices in the same window fires a margin-leak alert — the most expensive billing miss MSPs routinely make.

Same billing pillar, both accounting platforms

Xero rows and QuickBooks rows land in the same billing_invoices / billing_payments tables, vendor-tagged by source. The Billing section on the customer hub renders both transparently — no separate tab per platform.

Past-due posture per account

Overdue Xero invoices feed into the same account health signals as overdue QBO invoices. A customer slipping on invoices AND spiking tickets is the renewal-risk signal the CSM board should see without leaving Vectis.

Setup snapshot

What connecting looks like.

Register a Vectis app at developer.xero.com → My Apps with a Web app integration type and the redirect URI Vectis shows in Admin → Integrations → Xero. Click Connect Xero in Vectis and authorize against the operator account that owns the Xero organisations you want to sync. After consent, pick which authorised tenants to sync from the picker (Partner-Edition MSPs may have 100+; the picker supports search + pagination). Xero refresh tokens expire after 60 days; Vectis warns at 7 + 2 days and requires a one-click reconnect before the cutoff. Webhooks are optional: subscribe to INVOICE + CONTACT in Xero → My Apps → Webhooks and paste the signing key into Vectis to authenticate deliveries.

Full setup guideavailable after signup

Try Vectis with Xero.

14-day free trial. Connect Xero at signup. See every customer with their full context on day one. Cancel anytime during the trial at no charge.

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