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

# Xero

> Monk integration with Xero accounting

# Xero

Monk connects to Xero through the Xero Accounting API using OAuth 2.0. The
integration keeps customer, invoice, payment, and credit-note data in sync for a
single Xero organisation per Monk organization.

## Supported entities

| Monk entity       | Xero entity      |
| ----------------- | ---------------- |
| Customer          | Contact          |
| Customer contacts | Contact persons  |
| Invoice           | Invoice (ACCREC) |
| Invoice line      | Line item        |
| Payment           | Payment          |
| Credit memo       | Credit note      |
| Chart of accounts | Account          |

## Authentication

* Connect from **Integrations → Xero** in Monk. You are redirected to Xero to
  authorize Monk against your organisation.
* Monk stores the resulting OAuth tokens encrypted and refreshes them
  automatically.
* If Xero revokes the grant or a refresh fails, the connection shows
  **Reconnect needed** and prompts you to re-authorize.

## Multi-entity, currency, and parent-child

* **Organisations:** One Monk org connects to one Xero organisation. Connect
  additional Monk orgs to sync additional Xero organisations.
* **Currency:** Invoices and payments keep their original Xero currency and
  exchange rate; Monk does not perform FX conversion.
* **Customer hierarchy:** Xero contacts are flat, so Monk treats all customers
  as top-level accounts.

## Configuration options

* **Payment account:** choose the Xero bank or clearing account used for
  payment transactions.
* **Historical cutover date:** limit how far back Monk imports invoices and
  payments.
* **Payment sync:** enable or disable synchronization of payment records.
* **Auto-import:** enable or disable automatic import of new Xero invoices and
  contacts.

## Sync and reliability

* Incremental sync using Xero `If-Modified-Since` change detection.
* Payment records are applied per invoice, so each Xero payment maps to a
  single invoice allocation in Monk.
* Automatic retry with backoff on Xero rate limits.

## Frequently asked questions

**Do I need to install anything in Xero?**
No. Xero is a hosted API; authorizing Monk through OAuth is the only step.

**Which Xero account should payments use?**
Any account with **Enable payments to this account** turned on in Xero. Monk
lists eligible accounts during setup.