Xero Integration
Use Streamline as the operational system for orders, production, distribution, and finance, then connect accounting workflows with Xero through controlled invoice export, customer sync, item sync, credit export, and payment update workflows.
Overview
Streamline ERP connects the finance side of your operation with Xero so teams can keep sales orders, delivery activity, published invoices, credits, customer records, and accounting updates aligned. It is built for order-driven production and distribution businesses that need accounting software integration without running operations from accounting software alone.
In simple terms: Streamline handles the operational workflow. Xero handles accounting. The integration helps move the right records between the two systems so finance teams can reduce duplicate data entry, keep accounts receivable more accurate, and maintain cleaner customer and invoice records.
Why it matters
For food producers, distributors, wholesalers, bakeries, and other order-driven businesses, accounting data is only useful when it reflects what actually shipped, invoiced, and changed in the operation.
Publish invoices in Streamline, then export sales invoices and credit notes to Xero as part of your accounting workflow.
When new customers appear during invoice export, Streamline can prompt the export so customer and invoice records stay connected.
Support cleaner accounting exports by keeping item records available between Streamline and Xero.
Accounting payment activity can update Streamline accounts receivable workflows so customer statement data stays more current.
What connects
The Xero integration is focused on practical accounting data movement. Streamline remains the source for operational records, while Xero remains the accounting system.
Streamline creates invoices from completed delivery and pricing data. Once invoices are published, they can be exported to Xero. Credit notes can also be exported so corrections and approved adjustments are reflected in accounting.
Streamline supports export/import workflows for customers and items. New customer syncing is tied to invoice export behavior, helping finance keep customer and invoice data aligned between Streamline and Xero.
Payment updates from accounting can help update Streamline accounts receivable, giving customers more current self-service statement information where the workflow is configured.
Workflow
Streamline is built around locked operational data. Orders become production, delivery, and invoice records. Published invoices can then move into Xero, keeping accounting aligned with what was actually delivered and billed.
Setup logic
A clean Xero integration depends on accurate accounting setup. Before invoice exports become part of the live finance process, confirm the records and settings that accounting needs are available and mapped correctly.
Confirm customer records are ready for accounting export, especially when a customer appears on an invoice for the first time.
Review the item data used on invoices so exported sales activity can be understood in accounting.
Map Streamline tax settings to the correct Xero tax treatment before exporting invoice or credit data.
Confirm whether payments will be managed in Xero, Streamline, or through a configured payment import workflow.
Use Streamline’s published invoice workflow so finance exports accounting-ready data rather than draft operational data.
Test exports before go-live so invoice numbers, customer records, tax settings, and payment updates behave as expected.
Use cases
The Xero integration is most useful when accounting needs clean records from high-volume order, production, and distribution workflows.
Move invoice and customer data from the operational ERP into Xero after orders are delivered and billed.
Use bakery as a proven example for standing orders, delivery-based invoicing, credits, customer statements, and payment updates.
Support daily, weekly, or monthly invoice workflows while keeping operations and accounting separated but connected.
Related integrations
FAQ
Yes. Streamline supports accounting integration workflows with Xero, including sales invoice and credit export, customer and item export/import workflows, and payment update workflows where configured.
Streamline should remain the operational system for orders, production, delivery, invoicing preparation, customer settings, and pricing. Xero should remain the accounting system for accounting records, reconciliation, and finance reporting.
Yes. Published invoices created in Streamline can be exported to Xero. This keeps the accounting export tied to finalized invoice data rather than editable operational records.
Yes. Streamline materials confirm export/import workflows for customers and items. New customer sync is especially relevant during invoice export when the customer does not yet exist in the connected accounting system.
Streamline supports payment import workflows from accounting so accounts receivable and customer statement information can stay more current where the payment workflow is configured.
Get started
Use Streamline ERP to manage orders, production, delivery, invoices, credits, and customer workflows, then connect accounting-ready data with Xero.
