Integrations

Xero Integration

Connect your Xero organisation to Zazu and push your contacts, invoices, and journal entries straight into Xero's ledger — no manual re-keying. About 2 minutes; no API keys to copy.

What you'll need#

Before you start:

A Xero organisation you can sign in to.
Permission in Xero to authorise third-party apps for that organisation.

Zazu never sees your Xero password. You authorise the connection on Xero's own screen, and you can revoke Zazu's access at any time from Xero → Settings → Connected apps.

Prerequisites in Xero#

The integration writes to Xero's Contacts, Invoices, and ManualJournals endpoints, so your organisation needs a chart of accounts and tax rates set up (the default South African chart is fine).

Go to Settings → Integrations → Xero and click Connect to Xero. You'll be sent to Xero to sign in and choose which organisation to connect. After you approve, Xero sends you back to Zazu, which fetches your chart of accounts and tax rates automatically.

If you belong to more than one Xero organisation, pick the one whose books Zazu should post to. You can connect only one organisation per Zazu entity.

Map your accounts#

Before invoices and journal entries can be pushed, match Zazu's concepts to your own chart of accounts: a sales revenue account, a clearing account (journal entries only), and a tax code per VAT rate you invoice with. Open the integration's settings page — the Account mapping card lists everything that still needs a selection, with the options taken straight from your synced chart of accounts.

Until the mapping is complete, pushes are held back safely — nothing is ever posted to a guessed account.

Manual journals need the Adviser role#

Zazu pushes some postings to Xero as manual journals. Xero only allows manual journals for users with the Adviser role in the organisation. Contacts and invoices work with any role — only journal entries require Adviser.

Check your role before connecting

Zazu checks this automatically when you connect: if the authorising user isn't an Adviser, journal-entry pushes are paused and the integration settings page explains what to do. Ask your Xero administrator to grant the Adviser role, then reconnect.

Optional: inbound webhooks#

Optional — the integration re-syncs your chart of accounts on a schedule without it. Webhooks make that refresh instant. Xero signs every webhook with an HMAC-SHA256 signature that Zazu verifies, so no shared secret to copy.

In your Xero app configuration, set the delivery URL to https://<your-zazu-host>/webhooks/xero and subscribe to the Contacts and Invoices events.

What gets pushed#

Zazu record	Becomes in Xero
Customer	`Contact`
Invoice	`Invoice (accounts receivable, in draft)`
Posting	`ManualJournal`

Each push is idempotent — Zazu sends a deterministic Idempotency-Key with every create, so a retry never creates a duplicate in your books.

Bank feeds#

Zazu is a Xero financial-services partner, so your Zazu accounts appear in Xero as live bank feeds. Every six hours Zazu delivers a bank statement per account — the transactions appear in Xero's bank reconciliation screen ready for you to reconcile, with balances that always match your Zazu account.

Feeds are created automatically for your open and blocked accounts when you connect. You can switch individual accounts off (and back on) from the integration settings page, and trigger an immediate delivery with “Sync now”. The first statement covers the last 90 days.

Connected to Xero before bank feeds existed? Reconnect once from the settings page to grant the additional access.