Xero Integration in GoHighLevel

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Xero Integration in GoHighLevel: Step-by-Step Guide

Connecting Xero with GoHighLevel helps you streamline invoicing and payment tracking, even if you normally manage projects in tools like ClickUp. This guide walks you through how to enable the Xero integration, sync contacts and invoices, and make sure your accounting workflow is accurate inside GoHighLevel.

The instructions below are based on the official integration process documented for the Xero and GoHighLevel connection so you can follow each step with confidence.

What You Need Before Connecting Xero to GoHighLevel

Before you start the integration, confirm you have the following in place so GoHighLevel can connect to your Xero account without errors:

  • An active GoHighLevel account with admin or equivalent permissions.
  • An active Xero subscription with access to the organization you want to connect.
  • Login credentials for both GoHighLevel and Xero.
  • Permissions in Xero to authorize third‑party apps.

Having these ready ensures the GoHighLevel and Xero connection can be completed in a single session, avoiding partial or failed sync attempts.

How to Connect Xero with GoHighLevel

Use this sequence inside your GoHighLevel account interface to link it to Xero. Keep a browser tab open for both platforms so you can switch quickly if needed.

Step 1: Open the GoHighLevel Integrations Area

  1. Sign in to your GoHighLevel account as an administrator.
  2. Navigate to the main settings or agency/CRM settings area, depending on your account structure.
  3. Locate the Integrations or Apps section where third‑party connections are managed.

This is the central place in GoHighLevel where you will find the option to connect to Xero.

Step 2: Select the Xero Option in GoHighLevel

  1. Within the integrations list, look for Xero among the available accounting or finance apps.
  2. Click the Xero tile or button to open the connection details.
  3. Review any notes or prompts in GoHighLevel that describe what data will sync with Xero.

At this stage, GoHighLevel is preparing to redirect you securely to Xero for authorization.

Step 3: Authorize GoHighLevel in Xero

  1. When prompted, click the button to Connect or Authorize Xero from inside GoHighLevel.
  2. You will be redirected to the official Xero login page.
  3. Sign in to Xero with your usual credentials.
  4. Select the Xero organization (if you manage more than one) that should be linked with GoHighLevel.
  5. Review the requested permissions, then click Allow access or the provided authorization button.

Once approved, Xero sends a secure token back to GoHighLevel so the two systems can communicate and sync accounting data.

Step 4: Confirm the Connection in GoHighLevel

  1. After authorization, you will be redirected back to your GoHighLevel account.
  2. Go to the same integrations area to verify that Xero now shows as Connected.
  3. If the status still shows as disconnected, refresh the page and confirm you completed the Xero authorization without closing the window.

With the connection confirmed, GoHighLevel can now access the linked Xero organization for invoice and payment actions.

Configuring Xero Sync Settings in GoHighLevel

Once Xero is successfully connected, you can configure how GoHighLevel exchanges data with your accounting system. The exact options you see may vary based on your GoHighLevel plan and feature set, but the typical setup includes the following concepts.

Decide Which Data Flows Between Xero and GoHighLevel

In the Xero integration settings inside GoHighLevel, you will generally choose which data types should sync:

  • Contacts or Customers – decide if client records created in GoHighLevel should also be created or updated in Xero.
  • Invoices – enable sending invoices from GoHighLevel to Xero for accounting and reconciliation.
  • Payments – optionally allow payment status from Xero to reflect back into GoHighLevel.

Carefully review each option so you avoid creating duplicate contacts or unnecessary invoices in Xero.

Map GoHighLevel Fields to Xero Fields

Many integrations require some level of field mapping so data is stored correctly in both systems. In GoHighLevel, the Xero configuration may prompt you to define how CRM fields align with Xero records, such as:

  • Customer name and display name format.
  • Email and phone fields.
  • Default accounts or tax settings for invoices sent from GoHighLevel.

Make sure the mapping reflects the way you already use Xero so reporting remains accurate after the integration begins syncing.

Using Xero Inside Your GoHighLevel Workflow

After configuration, you can start using Xero‑related features within GoHighLevel to streamline financial operations linked to your CRM activity.

Create Invoices in GoHighLevel and Send to Xero

  1. Open a contact, opportunity, or invoice area inside GoHighLevel where billing actions are available.
  2. Create a new invoice, adding line items, quantities, and prices as needed.
  3. Select any required tax options or payment terms supported by your integration.
  4. Save the invoice, then choose the option to sync or send it to Xero.

When the invoice is pushed to Xero, your accounting team can manage it in the same way as invoices created directly inside the Xero platform.

Track Payment Status from Xero in GoHighLevel

Depending on your integration setup, GoHighLevel may receive payment updates from the connected Xero account. The typical flow looks like this:

  • An invoice created via GoHighLevel is sent to Xero.
  • The customer pays the invoice, and the payment is recorded in Xero.
  • Xero syncs the payment status back to GoHighLevel, updating the invoice or contact record.

This keeps your sales and support teams informed about which customers are current or overdue without needing separate manual checks inside Xero.

Troubleshooting the GoHighLevel Xero Integration

If you run into problems while connecting Xero or syncing data, start with the following checks inside GoHighLevel and Xero.

Common Connection Issues

  • Authorization expired – if Xero access has expired, reconnect from the GoHighLevel integrations page and reauthorize the app in Xero.
  • Insufficient permissions – confirm your Xero user has rights to authorize third‑party applications and access the selected organization.
  • Incorrect organization – double‑check you selected the correct Xero organization during the authorization prompt.

After fixing the underlying issue, test by sending a single invoice from GoHighLevel to Xero to verify that data syncs successfully.

Data Sync and Field Mapping Problems

  • If new GoHighLevel contacts are not appearing in Xero, review your integration settings to confirm contact syncing is enabled.
  • If invoice line items look incorrect, re‑check any field mapping or default tax and account codes in the GoHighLevel Xero configuration.
  • If you see duplicate contacts, review whether contacts are also being created manually in Xero outside of the GoHighLevel workflow.

Keeping a short internal guide or naming standard can help your team avoid inconsistent data entries that confuse the sync process.

Where to Find Official Xero Integration Details

The official support article for the Xero integration with GoHighLevel is maintained on the product help center. For the most current screenshots, permission details, and any new limitations or feature updates, always review the official documentation here: Xero integration with HighLevel.

If you need broader CRM and marketing automation strategy support around your GoHighLevel implementation, you can explore consulting resources at Consultevo, which specializes in optimizing business workflows.

Next Steps for Maximizing Your GoHighLevel and Xero Setup

Once the Xero and GoHighLevel integration is working, consider documenting a standard operating procedure for your team that covers:

  • Who is responsible for creating invoices inside GoHighLevel.
  • How often you verify sync status between GoHighLevel and Xero.
  • What to do when a payment is recorded manually in Xero.
  • How to handle refunds or credit notes across both platforms.

By combining clear internal processes with the technical integration, you ensure your GoHighLevel CRM and Xero accounting data stay aligned, accurate, and easy for every department to use.

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