Xero

The Xero integration sends invoices, bills, purchase orders, and contacts from Fiddle to your Xero organization. Invoices and bills arrive as drafts for you to review and approve in Xero. It works in one direction. Changes you make in Xero don’t come back to Fiddle.

Connect Xero

1. Open the Integrations app and choose Xero.
2. Click Connect and sign in to Xero to authorize Fiddle.
3. Click Settings and choose your default accounts on the Accounts tab.

When you connect, Fiddle loads your Xero chart of accounts and turns on these triggers:

When this happens in Fiddle	Fiddle does this in Xero
A customer or supplier is created or updated	Creates or updates the contact
A sales order is confirmed	Creates a draft invoice
A purchase order is issued	Creates a purchase order

To turn one off, remove it on the Triggers tab.

Settings

Tab	What it controls
General	Use SKU as item code sends SKUs as Xero item codes instead of Fiddle’s internal codes
Triggers	Which Fiddle events create records in Xero
Accounts	Default accounts Fiddle uses when it adds items to Xero. Choose More → Update chart of accounts to load accounts you’ve added in Xero.

Create invoices from sales orders

On a sales order, find the Accounting integration(s) card, open the Xero menu, and choose Create invoice. You need the accounting permission for sales orders.

Fiddle creates a draft invoice with:

• The customer as the contact. Fiddle matches an existing contact by name or creates one.
• A line for each item and service, with quantity, price, discount, and tax amount. Items that aren’t in Xero yet are added by item code.
• A reference of F- plus the sales order number, the order’s date, and its due date.

Xero assigns the invoice number. The sales order’s shipping total isn’t included. If you create the invoice again, Fiddle updates the same draft. Use View invoice to open it in Xero, or Remove to unlink it from the order.

Purchase orders and bills

On a purchase order, open the Xero menu:

• Create Bill creates a draft bill numbered F- plus the purchase order number. Choose which lines to include. Bills use the ordered quantities.
• Create Purchase order creates a matching purchase order in Xero.

Bills are created only from this menu. The purchase order triggers create Xero purchase orders, not bills.

What isn’t synced

• Payments. Fiddle doesn’t record or send payments. Record them in Xero.
• Credit notes and bank transactions.
• Tax rates. Fiddle doesn’t map tax rates. Check the tax on each draft before you approve it.
• Inventory quantities and adjustments. Your stock lives in Fiddle.

History

The Xero page in the Integrations app shows a History list of what Fiddle has sent.

For how connections work in general, see the integrations overview.