Connecting Xero

Each client in Capture connects to a single Xero organisation. Once connected, Capture syncs the data it needs to process and publish documents.

Connecting a client

1. Navigate to your client dashboard in Capture and click Add client

2. You’ll be redirected to Xero’s authorisation screen, and may need to log in

3. Select the client you want to connect and click Allow access

4. You’ll be redirected back to Capture. The connection is now active and data sync begins automatically

Xero connect organisation permission page

Client dashboard for the connected client

What permissions does Capture request?

Capture requests access to:

• Contacts: To match suppliers and customers on your documents, and create new contacts that are not yet in Xero
• Accounting: To read your chart of accounts, tax rates, and currencies, and to create bills and invoices
• Files: To attach original documents to bills and invoices

Capture does not request access to data outside of what’s needed for document processing.

What syncs after connecting?

Once connected, Capture syncs the following data from Xero:

Data	Purpose
Contacts	Match suppliers and customers to extracted document data
Chart of accounts	Assign account codes to line items
Tax rates	Apply the correct tax treatment to line items
Currencies	Set the document currency
Tracking categories	Assign tracking categories to line items
Organisation details	Determine base currency, multi-currency support, tax registration status, and other details needed to process documents correctly

Verifying the connection

A connected client shows its Xero organisation name and a Connected status. You can verify the synced data is up to date by checking the last sync time on the client configuration page.

Tip

If synced data looks outdated, you can trigger a manual refresh from the client configuration page.

Disconnecting

You can disconnect a client from Xero at any time from the client settings. Disconnecting:

• Stops all data syncing between Capture and Xero
• Prevents new documents from being published to Xero
• Does not delete any documents already in Capture
• Does not remove any bills or invoices already published to Xero