Xero Integration

Simple workflow from project costing to accounts

Not only does Synergist give you a great solution for project management and costing, but the integration to Xero ensures a smooth workflow through to this popular accounting software.

Xero Synergist Integration Screenshot

Synergist & Xero for a complete business solution
Xero Add on Logo

  • Transfer of sales invoice information from Synergist to Xero in just a couple of clicks.
  • Transfer of approved purchase invoices from Synergist to Xero.
  • Pre flight test to ensure all transactions will be accepted by Xero prior to transfer.
  • Transaction level support for nominal codes as well as two Xero "tracking codes" e.g. Team and Job Number.


What is Xero?

How to connect Xero to Synergist

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

Existing Synergist User

If you're an existing Synergist user looking to integrate with Xero accounts, then just search for "Xero" within "Synergist Help" or contact the helpdesk.


Prospective Synergist User

Are you an existing Xero user looking for a comprehensive project management and costing system to run your business? Then please contact us for a demo or further information.

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.


Synergist are sponsors of BMC The Business Marketing Club