Connecting your Xero accounting software

Portal 360 connects to Xero Accounting and Xero Practice Manager so your team works from one source of truth instead of copying data between systems. Native integrations with both products are available from 15 April 2026. This article explains how to connect, what syncs, and how to troubleshoot common issues.

Before you connect

• You need Xero admin or adviser permissions for each organisation you connect
• Decide which entities and clients you want to sync on first connection
• Ensure pop-ups are allowed for the OAuth authorisation window
• Confirm your Portal 360 plan includes the integrations you need

Connect from Marketplace

Open Marketplace → Xero (Accounting or Practice Manager), click Connect, and sign in with your Xero credentials. Approve the requested scopes so Portal 360 can read and write the data your workflows require. Initial sync may take a few minutes depending on data volume and the number of linked organisations.

What syncs after connection

• Contacts and client records map into CRM for a single client view
• Invoices and billing data feed Productivity Centre workflows
• Jobs and practice manager tasks align with task and workflow modules
• Automatic re-sync runs on a schedule; manual sync is available in integration settings

Troubleshooting

If connection fails, verify you have the correct Xero role, check that the organisation is active in Xero, and retry from Marketplace. Disconnect and reconnect only when instructed by support, as this may require a full re-sync. For bookkeepers running multiple ledgers, connect each entity separately and tag clients in Portal 360 for clear ownership.