Two-way client sync
Client details update in both Engager and Xero through a two-way sync, so you only enter them once.
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Integrations / Xero
+Xero integration for UK accountants
Sync client details and invoices between Engager and Xero
Connect Xero with Engager to keep client details and invoices in step between your practice management and accounting software.
Xero is an online accounting platform for small businesses, accountants and bookkeepers. It includes tools for invoicing, tracking payments, reconciling accounts and reporting.
What you can do
Xero and Engager, working together
Faster client onboarding
Create and add new clients to Xero directly from Engager when you onboard them.
Invoices at a glance
See detailed invoice information for each client in Engager, for both outstanding and settled invoices.
One-off invoices from Engager
Create one-off invoices in Engager and they appear in Xero, so you can manage billing without switching tools.
See it in action
Watch the Xero integration
Benefits of integrating
Integrating Engager and Xero reduces manual data entry and keeps your data accurate.
- Two-way sync: client data stays up to date in both systems automatically.
- Invoicing: create invoices in Engager and sync them to Xero for tracking, reconciliation and reporting.
- Less admin: key client and invoice data moves between the two systems without re-keying.
- Better client conversations: see the client data you need in Engager and Xero.
How it works
The Xero integration keeps data moving between your practice management and accounting software.
- Sync client data: client information such as names, contact details and references stays up to date in both systems.
- Sync invoices: create invoices in Engager and send them to Xero for accounting, reconciliation and reporting.
- Monitor payment status: track paid, unpaid and overdue invoices in Xero to stay on top of what clients owe.
How to get started
- Log in to your Engager account.
- Go to Settings > Integrations and select Xero.
- Follow the setup steps to connect your Xero account.
- Start syncing client data and invoices.
Need help? Visit our help centre for detailed guidance.
Questions
Xero integration FAQs
What is the Xero integration with Engager.app?
The Xero integration with Engager.app allows accountants and bookkeepers to sync client data and invoices between the two platforms, enhancing practice efficiency and reducing manual data entry.
How does this integration benefit my accounting practice?
By integrating Xero with Engager.app, you can streamline your practice management by automating regular tasks, centralising client management, and enhancing communication via a secure client portal. This integration saves valuable time and reduces potential errors.
What data can be synced between Xero and Engager.app?
The integration supports two-way syncing of client details and invoices. When you create or update a client or invoice in Engager.app, the information will automatically sync with Xero, ensuring consistency across both platforms.
Can I generate invoices in Engager.app and have them appear in Xero?
Yes, you can create invoices directly in Engager.app, and they will automatically appear in Xero. This feature allows you to manage billing efficiently without leaving Engager.app.
How do I set up the Xero integration in Engager.app?
To set up the integration, navigate to the settings within your Engager.app account, select the Xero integration option, and follow the on-screen instructions to authorise and connect your Xero account.
Are there any additional fees for using the Xero integration?
Yes. Xero sync is an optional bolt-on at £4 a month (+VAT), because Xero charges to maintain the connection. You also need active subscriptions to both Engager and Xero. Please review each platform's pricing for details.
How secure is the data shared between Xero and Engager.app?
Both Xero and Engager.app prioritise data security, employing industry-standard encryption and secure servers to ensure all client information and financial data are protected.
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