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Xero Home

  • Updated on Jun 10, 2026
  • Published on Apr 28, 2026
  • 2 minute(s) read
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Xero Integration

Connect ServiceTitan with Xero to automate the synchronization of your financial transactions. This integration helps eliminate manual data entry, saving you time and reducing the risk of errors.

Private Preview: This feature is currently in Private Preview and available for specific accounts. This feature is subject to change.

Product overview

See Xero Integration in action

Watch how ServiceTitan syncs financial transactions with Xero to eliminate manual data entry and streamline your accounting workflow.

Setup

Connect ServiceTitan with Xero to automate the synchronization of your financial transactions and eliminate manual data entry.

Setup checklist

Data flow mapping

Review how data flows between ServiceTitan and Xero before getting started. Download the data flow diagram

Xero integration guide

Follow the step-by-step guide to set up your Xero integration with ServiceTitan.

Required access

This feature is currently in Private Preview and available for specific accounts.

Once setup is complete

Financial transactions sync automatically between ServiceTitan and Xero, eliminating manual data entry.

Not yet a customer?

Request a demo on the Pro Products page, or reach out to your Customer Success Manager or Pro Account Manager.

Key workflows

Core workflows for using the Xero Integration in ServiceTitan.

Reconcile bank transactions

Reconcile ServiceTitan journal entries with Xero bank transactions.

FAQ

Check out some of the most frequently asked questions for the Xero integration.

Frequently Asked Questions

What transactions are supported when exporting journal entries as JE Summary in the Batching settings?

Invoices only include a summary while Vendor Bills are exported as documents. Vendor Payments are not supported.

What is the difference between Category and Category Options?

A Category is a label or a name, whereas Category Options are the specific choices available, similar to those in Xero. You can use Category Options to categorize income, expenses, and transactions, helping you track financial data by segments such as departments, locations, and more. Category Options are mapped in Settings.

Are general ledger (GL) accounts mapped by name?

Yes, the names and account types (asset, liability, and so on) must match in both ServiceTitan and Xero for GLs to be properly mapped.

Does Xero only display the transaction amount and not the transaction number?

Yes, only the amount is displayed but not the transaction number. However, you can search by the narration, which includes the Memo field and the invoice date.

Are default accounts, such as Accounts Receivable, Undeposited Funds, and Accounts Payable, locked in Xero, or do I need to create them manually?

You need to create the default accounts manually in Xero. After creating the default GL account names in Xero, update the default accounts in ServiceTitan.

Is there a difference in how Sales Tax is mapped to multiple-rate tax zones?

No, it is mapped to one sales tax zone account.

Are items created when exporting bills?

No, items are not created when exporting bills. They are exported on the GL level.

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