Connecting Vera to Xero

Vera integrates with Xero accounting software to automatically sync invoices, customers, and payment data. This guide covers how to set up and manage the connection.

Before You Start

You will need:

A Xero account with access to the organisation you want to connect
Super User access in Vera (the Accounting settings page is restricted to Super Users)

Setting Up the Connection

Screenshot: The Accounting settings page showing the Xero card in its “Not Connected” state, with the Xero logo, feature list, and the blue “Connect to Xero” button.

Navigate to Settings > Accounting
Find the Xero integration card — it shows “Not Connected” if no connection exists
Click Connect to Xero
You will be redirected to Xero’s login page
Sign in to your Xero account
Grant Vera the requested permissions:
- Access to invoices and transactions
- Read access to contacts
- Offline access (for background sync)
After granting access, you are redirected back to Vera
A success notification confirms the connection

Connected State

Once connected, the Xero card shows:

Status — “Connected” (green badge)
Organisation — The name of your connected Xero organisation
Connected Date — When the connection was established

Screenshot: The Xero integration card in its “Connected” state showing the organisation name, connected date, and Disconnect button.

Token Refresh

The connection uses secure tokens that expire periodically. Vera handles this automatically in the background. If a manual refresh is needed:

A yellow warning appears: “Token Refresh Required — Your access token is expiring soon”
Click the Refresh Token button to renew the connection
If the token has already expired, the status shows “TOKEN_EXPIRED” and you may need to reconnect

Disconnecting from Xero

Navigate to Settings > Accounting
Click Disconnect on the Xero card
Confirm the disconnection in the dialog

Disconnecting does not delete any previously synced data — it only stops future synchronisation.