User guides
Xero Integration

Xero Integration

Syncs contacts, invoices and financial data between SwiftFox and Xero, so your membership and accounting records stay in step across both systems.

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Academy lessons

PT5M3S

016-15 XPM Intergrations

Discover how to effortlessly sync client data and manage your contacts with a touch of flair. Learn to streamline your workflow and keep your CRM in perfect harmony with XPM, making your life just a bit easier.
PT2M17S

016-10 Send SwiftFox invoices to Xero

SwiftFox to Xero - seamless syncing at its finest! Create invoices directly in SwiftFox and watch them automatically appear in your Xero account.
PT1M44S

016-12 Sync contacts between Swiftfox and Xero

A guide to achieving perfect synergy between your Xero and SwiftFox contacts. In this video, we'll walk you through the fundamentals of how to use our Xero Integration.
PT2M3S

016-09 Xero invoices in SwiftFox

Xero - step aside! You can create invoices in SwiftFox too. In this tutorial, we will walk you through everything you need to know when it comes to Xero invoices in SwiftFox.
PT2M34S

016-08 Xero Integration

We try not to have favourites... but if we had to pick for integrations - our integration with Xero would definitely take the cake! Learn all about it in this next video.

General

Xero Integration

Xero Integration — Overview

Map Xero tax rates, accounts, items and generate branded invoices directly from SwiftFox.
Checked 
September 29, 2026
Xero Integration

Xero Integration — Frequently asked questions

Connect Xero to SwiftFox and sync tax rates, items, invoices.
Checked 
September 29, 2026

Workflows

Xero Integration

Contact matching between SwiftFox and Xero

Match SwiftFox contacts to Xero to prevent duplicate invoices.
Checked 
September 29, 2026
Xero Integration

Configuring mappings (tax rates, accounts, items, tracking categories)

Map Xero tax rates, accounts and items and tracking categories in SwiftFox and keep them synced.
Checked 
September 29, 2026
Xero Integration

Xero Integration — Workflows: step-by-step

Set up Xero integration in SwiftFox: connect, map accounts/items, create invoices and configure events.
Checked 
September 29, 2026
Xero Integration

Connecting a Xero organisation

Connect and configure a Xero organisation in SwiftFox, authorise integration and manage mappings.
Checked 
September 29, 2026
Xero Integration

Event ticketing with Xero invoicing

Configure event tickets to generate Xero invoices and manage payment settings
Checked 
September 29, 2026
Xero Integration

Creating and sending an invoice from a contact

Create and send invoices from a contact, integrate with Xero and manage their status.
Checked 
September 29, 2026
Xero Integration

Enabling invoicing on a standard Form (Payment method block)

Enable invoicing on a standard Form and integrate it with Xero, setting references and due dates.
Checked 
September 21, 2026
Xero Integration

Invoice status sync and voided/deleted invoices

Sync SwiftFox invoice statuses with Xero and hide or view voided/deleted invoices.
Checked 
September 19, 2026

Limitations & best practice

Xero Integration

Xero Integration — Limitations & best practice

Manage Xero invoice integration limits and apply best‑practice mapping recommendations.
Checked 
September 29, 2026