
Manage links to Xero
Sequence natively syncs customers and invoices to Xero. When viewing customers or invoices, open the sidebar to see whether an object is linked or synced.
Start guide
Connecting your Xero account to Sequence is simple. Go to the Integrations tab to get started.
By default, Xero only supports one currency. If you bill customers in multiple currencies, you may need to upgrade your Xero plan.
- Click the button to connect to Xero.
- Select the organization to which you want to connect. For testing, it is recommended to connect to a test Xero Demo Company if you are using the sandbox environment.

- Authorize the connection.

- Set up your default ledger accounts. See more under ledger accounts ledger accounts

Import customers from Xero
You can import customers from Xero into Sequence in order to speed up your onboarding. In order for an invoice or credit note to be synced the end-customer must be linked to a customer in Xero. You can import some or all of your customers directly from Xero using the customer import tool. In order to be valid for invoicing in Sequence every customer needs the following:- A primary address
- A primary email address
- First line
- Town/city
- Postal/zip code
- A valid country (Sequence uses the alpha-2 country code format)

In Xero, contacts can be customers and/or suppliers. Sequence only imports customer records. For a Xero contact to become a customer, at least one invoice needs to be issued for them.

Push customers into Xero
When you create a new customer in Sequence, you can push them into Xero to ensure invoices are synced.
Ledger accounts
Whenever you create an invoice in Xero each line item is linked to a ledger account. This allows you to categorize the items. Similarly in Sequence you will need to link each line item to a ledger account in Xero. In order to speed this up you can set a default ledger account in your integration settings. This can be overridden for individual line items.


Tax
For taxable customers, Sequence will not provide a specific tax code when syncing invoices to Xero. Xero will apply the default tax code for a line item’s ledger account. For tax exempt and reverse charged customers, Sequence will override the tax code to be ‘NONE’. You can change this value in your Xero settings.
Syncing invoices
Whenever an invoice is finalized or sent from Sequence it will automatically get pushed to Xero. The issue and due dates will be set to a dummy date of 1st January 3000 in Xero until you send the invoice, at which point we will update these. This will be overwritten with the correct dates when the invoice is sent. If you subsequently send the invoice via Sequence it will get marked as sent in Xero. Similarly if the invoice is marked as sent in Xero, then the status will be updated in Sequence. Sending an invoice marks it as sent in Xero. You can navigate from the invoice in Xero to Sequence and vice versa.

Syncing credit notes
Whenever a credit note is finalized in Sequence it will automatically get pushed to Xero. The issue and due dates will be set to a dummy date of 1st January 3000 in Xero until you send the credit note, at which point we will update these. This will be overwritten with the correct dates when the credit note is sent. If you subsequently send the credit note via Sequence it will get marked as sent in Xero. Similarly if the credit note is marked as sent in Xero, then the status will be updated in Sequence. You can navigate from the credit note in Xero to Sequence and vice versa.