Xero - Accounting

Xero - Accounting

Xero integration syncs your financial data so you can view contacts, invoices, items, and tracking categories from your Xero account within Jump.

How to Connect

1. Navigate to Apps > Xero
2. Click Connect to Xero
3. You are redirected to Xero to sign in and authorise the connection
4. If you have multiple Xero organisations, select the one you want to connect
5. You are redirected back to Jump with the connection confirmed

Multi-Tenant Support

If your Xero account has access to multiple organisations, you can view and switch between them from the Overview tab.

Tabs

Tab	Description
Overview	Connection status and tenant selection
Contacts	View contacts from your Xero account
Invoices	View invoices synced from Xero
Items	View products and items from Xero
Tracking	View Xero tracking categories

Token Health

The system monitors your Xero connection. If the token expires or the connection needs refreshing, you will see a prompt to reconnect on the Overview tab.

Disconnecting

Click Disconnect on the Overview tab to remove the Xero connection. Your Xero data remains in Xero - only the link to Jump is removed.

Tip: Connect Xero before creating invoices in Jump. This ensures financial data stays in sync across both systems.