Xero
For bookkeepers, accountants, and support teams who need instant invoice and payment visibility without switching to Xero.
6 min read
Updated February 2026
Overview
When a client asks “Has my invoice been sent?” or a colleague needs a contact's outstanding balance, someone has to log into Xero, find the right record, and report back. For firms managing dozens of clients, these lookups add up to hours every week.
The Xero integration lets your AI agent pull invoices, contact balances, and bank transaction details on demand. Whether it's an internal team member or a customer-facing chatbot, billing questions get answered in seconds.
When to Enable This
- Your team frequently looks up invoice status on behalf of clients or colleagues
- Account managers need quick balance checks before client calls
- You want customers to self-serve on billing questions through your chatbot
Available Actions
| Action | Description |
|---|---|
| Get Invoice | Look up an invoice by number or contact and return status, amount, and due date |
| Contact Balance | Get the outstanding balance for a specific contact |
| Bank Transactions | List recent bank transactions filtered by account, date, or contact |
Prerequisites
- A Xero account (Standard or Premium)
- Admin or Adviser access to authorize OAuth connections
- Access to the Xero organisation you want to connect
Setup Instructions
Step 1: Authorize the Connection
- In ChatSpark, go to AI Actions
- Find Xero in the Library and click Enable
- Click Connect Xero to start the OAuth flow
- Sign in to your Xero account and select the organisation to connect
- Authorize ChatSpark and you'll be redirected back
Step 2: Configure and Save
- Select the agent(s) that should have access
- Verify the connected organisation name
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| Access Token | OAuth 2.0 access token (managed automatically via OAuth flow) | eyJhbG... |
| Tenant ID | Your Xero organisation identifier (populated automatically) | a1b2c3d4-... |
Testing Your Integration
After setup, open your AI agent and try these realistic queries:
- “What's the status of invoice INV-0042?”
- “How much does Acme Ltd owe us?”
- “Show me bank transactions for the last week”
- “Has the payment from Smith & Co cleared?”
Troubleshooting
Token expired
ChatSpark auto-refreshes Xero tokens. If you see authentication errors, try disconnecting and reconnecting via the OAuth flow.
Wrong organisation
If data doesn't match expectations, verify you connected the correct Xero organisation during OAuth. Disconnect and re-authorize with the right org.
Invoices not found
Check that the invoice reference format matches what Xero uses. Draft invoices may not appear in search results depending on your Xero settings.