--- title: Xero Integration description: Learn how to connect your Class Manager account to Xero to stay on top of your business accounting --- [Skip to content](https://help.classmanager.com/en/getting-started-with-xero-integration-class-manager-help-center#main-content) English Show submenu for translations ![classmanager-logo-1.png\]](https://help.classmanager.com/hs-fs/hubfs/classmanager-logo-1.png?width=196&height=35&name=classmanager-logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Class Manager Go to Class Manager Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/en?hsLang=en) 2. [Invoices](https://help.classmanager.com/en/invoices?hsLang=en) # Xero Integration ## Learn how to connect your Class Manager account to Xero to stay on top of your business accounting Class Manager offers a one-way integration with Xero. This allows you to send invoice and (optionally) payment data from Class Manager to Xero to help manage your accounting. ℹ️ **Important to know:** - Data is sent from Class Manager to Xero only - Nothing is pulled back from Xero into Class Manager - Invoices and payments are not synced automatically - syncing is manual --- ### What data is sent to Xero? When you sync, Class Manager can send: - Invoices that are *Awaiting Payment* or *Paid* - Payment records only when an invoice is fully paid Draft invoices are not exported. ### Payment syncing behaviour - Partial payments (e.g. instalments from payment plans) are not sent individually - Once an invoice is fully paid, Class Manager sends one lump-sum payment to Xero - This means instalments cannot be matched to Stripe or GoCardless bank feeds in Xero --- ### Connecting Class Manager to Xero To start, you’ll need to connect your Xero account. 1. On the main Navigation page and click on the **`<` **located on the right of `Settings`  2. Towards the bottom click on the `<` on the right of `Integrations` 3. Select `Xero` 4. Select `Connect to Xero` and follow the prompts to give permission for the integration to access your data. 5. To allow select `Allow Access` [![](https://help.classmanager.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio587592855a8c5aa3c1a94018b992f36c3xero+2.1.gif) ](https://downloads.intercomcdn.com/i/o/587592855/a8c5aa3c1a94018b992f36c3/xero+2.1.gif) **📝 Note:** If you’re not already logged into Xero, you’ll be redirected to log in first. --- ### Checking the connection To confirm the integration is connected: 1. Go to `Settings` **>** `Integrations`  2. Select `Xero` 3. The status should show **Connected** 💡 You can also confirm this in Xero under **Connected Apps**. --- ### Setting up your Account Code (required) Before invoices can sync, you **must** set a revenue account code. If this is not set, the sync will not work. #### How to find your Account Code in Xero 1. In Xero, go to `Accounting` **>** `Chart of Accounts` 2. Select the account you want Class Manager invoices linked to - We recommend **Sales **to cover all business transactions 3. Open the account and make sure `Enable payments to this account` is ticked 4. Copy the **Account Code** #### Add the Account Code to Class Manager 1. Go to `Settings` **>** `Integrations` **>** `Xero` 2. Paste the Account Code into the relevant field 3. Save your changes **📝 Note:** - Removing the account code will stop the sync entirely - All invoice items use one single revenue account code - It’s not currently possible to assign different codes for uniforms, camps, parties, etc. --- ### Syncing invoices to Xero Once connected and your account code is set: 1. Go to `Settings` **>** `Integrations` **>** `Xero` 2. Click `Sync` You’ll see how many invoices are ready to be exported. 🎉 That’s it - your invoices will now appear in Xero. --- ### Sync vs Sync Changes - what’s the difference? There isn’t one. Both options: - Only send invoices that **do not already exist** in Xero - Do **not** update existing invoices - Do **not** send new payment info for invoices already synced --- ### Will invoices update automatically? No. Invoices and payments do **not** auto-update in Xero. You’ll need to click `Sync` each time you want to send new invoices. --- ### Bank feed reconciliation (important) Class Manager creates a **payment record** in Xero, but this is **separate** from Stripe or GoCardless bank feeds. Because of this: - Xero does not automatically match Class Manager payments with bank feed transactions - Manual reconciliation may be required #### Prefer manual bank reconciliation? If you want to manually match Stripe or GoCardless bank feed transactions in Xero: - **Do not configure a payments account code** - Class Manager will then send **invoices only**, not payments --- ### Disconnecting Xero from Class Manager The integration must be disconnected **from Xero**, not Class Manager. 1. In Xero, go to `Connected Apps` 2. Select `Manage Accounts` 3. Find `Class Manager` 4. Click `Disconnect` ⏳ It can take up to **30 minutes** for Class Manager to reflect the disconnected status. #### Automatic disconnection If there’s no activity on your Class Manager account for **30 days**, the Xero integration may disconnect and need reconnecting. --- ### Exporting only certain invoices Only want to export certain invoices? 👉 Learn how to do this here: [How to manually export invoices to Xero](https://help.classmanager.com/en/export-from-class-manager?hsLang=en) - [Getting Started](https://help.classmanager.com/en/getting-started?hsLang=en#main-content) - [Onboarding](https://help.classmanager.com/en/getting-started?hsLang=en#onboarding) - [Features](https://help.classmanager.com/en/features?hsLang=en) - [Staff](https://help.classmanager.com/en/staff?hsLang=en) - [Students](https://help.classmanager.com/en/students?hsLang=en) - [Customers](https://help.classmanager.com/en/customers?hsLang=en) - [Classes](https://help.classmanager.com/en/classes?hsLang=en#main-content) - [Register and Attendance](https://help.classmanager.com/en/classes?hsLang=en#register-and-attendance) - [Class Trials](https://help.classmanager.com/en/classes?hsLang=en#class-trials) - [Online Registration](https://help.classmanager.com/en/online-registration?hsLang=en) - [Invoices](https://help.classmanager.com/en/invoices?hsLang=en) - [Payments](https://help.classmanager.com/en/payments?hsLang=en) - [Point of Sale](https://help.classmanager.com/en/point-of-sale?hsLang=en) - [Parent Portal](https://help.classmanager.com/en/parent-portal?hsLang=en#main-content) - [Admin Portal Management](https://help.classmanager.com/en/parent-portal?hsLang=en#admin-portal-management) - [Customer Portal Guide](https://help.classmanager.com/en/parent-portal?hsLang=en#customer-portal-guide) - [Online Class Enrolment](https://help.classmanager.com/en/online-class-enrolment?hsLang=en) - [Messaging](https://help.classmanager.com/en/messaging?hsLang=en) - [Discounts](https://help.classmanager.com/en/discounts?hsLang=en) - [Growth Plan](https://help.classmanager.com/en/growth-plan?hsLang=en) - [Settings](https://help.classmanager.com/en/settings?hsLang=en#main-content) - [Custom Attributes](https://help.classmanager.com/en/settings?hsLang=en#custom-attributes) - [Account](https://help.classmanager.com/en/settings?hsLang=en#account) - [Release Notes](https://help.classmanager.com/en/release-notes?hsLang=en) - [Website](https://help.classmanager.com/en/website?hsLang=en) [![](https://help.classmanager.com/hs-fs/hubfs/class-manager-logo-1.png?width=262&height=40&name=class-manager-logo-1.png)](http://classmanager.io) Class Manager Help Center Copyright © 2025, Class Manager and Stage Stubs