Invoice in Halo.
Sync to Xero.
Automatically.
HaloPSA’s native Xero integration keeps your billing in sync without manual exports or double entry. Create a customer in Halo — they appear in Xero instantly. Raise an invoice — it lands in Xero the moment you save it.
Setup
Three steps to connected accounting.
Configured entirely inside HaloPSA. No third-party connectors, no API keys to manage manually — connect, import, and go.
Connect your Xero tenant
Go to Configuration → Integrations → Xero. Enable the module and click Connect — you’re redirected to Xero’s login screen. Authenticate and you’re linked. Repeat for each Xero organisation you manage.
Import your Xero data
Pull your tax rates, account codes, customers, products, and suppliers from Xero into Halo in one pass. This one-time import gives Halo everything it needs to match records correctly when syncing back.
Manage everything in Halo
From this point, Halo is your source of truth. Create customers, raise invoices, add products — everything syncs to Xero instantly. You choose which entities sync: customers, products, invoices, suppliers, purchase orders, credit notes.
What syncs
You choose what flows between Halo and Xero.
The sync is selective — pick exactly which entity types move between platforms. Start with customers, products, and invoices, and enable purchase orders, credit notes, and bills when you’re ready.
New customers created in Halo are immediately pushed to Xero as contacts. Requires first name, last name, and email address on the customer record.
Invoices created in Halo sync to Xero instantly on save. Line items are matched to Xero products using the Xero product ID — with configurable catch-all defaults for unmatched items.
When a payment is recorded in Xero, a webhook updates the invoice status in Halo. Your billing team always has the current payment position without switching tools.
Visibility & Audit
See exactly what synced — and what didn’t.
Every request to and from Xero is logged in HaloPSA’s outbound and inbound request tabs. Successful syncs show a green tick. Failures show the exact error — so you can fix and retry, not guess.
Enable success notifications when you first go live — you’ll get a Halo popup for every successful sync so nothing slips through unnoticed.
Configuration
Built for MSP billing complexity.
Multiple Xero organisations
Connect multiple Xero organisations — one per client entity, one per trading division — and manage all of them from a single Halo instance. Each Xero tenant syncs independently.
Labour billing to Xero
Map your Halo charge types (Remote Support, Onsite Visit, Project Work) to the corresponding product in Xero. When a time entry or billable task generates an invoice line, Xero knows exactly what it is and which account to post it to.
Tax rate mapping
Import your Xero tax rates (Standard 20%, Zero Rated, Exempt) into Halo in one click. If you already have tax rates in Halo, map them to their Xero equivalent manually — invoices will carry the correct tax treatment every time.
Default catch-alls
Set a default item code for invoices, purchase orders, and credit notes. If a line item hasn’t been mapped to a Xero product, Halo falls back to your catch-all — so syncs never fail because of an unrecognised product.
Frequently asked
Questions about HaloPSA and Xero
Is the Xero integration included in HaloPSA? +
Can HaloPSA connect to more than one Xero organisation? +
What happens if a sync to Xero fails? +
Does HaloPSA work with QuickBooks and Sage as well as Xero? +
Connect HaloPSA to Xero — and leave manual exports behind.
Allied ESM configures your HaloPSA Xero integration as part of every implementation — including import, mapping, charge types, and go-live testing.