Connect Simpro, where your jobs, quoting and invoicing happen, with Xero, where your accounts are kept. Customers, suppliers and transactions created in Simpro are sent to Xero automatically, and payments are kept in step between both systems, so your team doesn't have to re-enter data in two places.
How it works
Customers, suppliers, invoices, bills and credit notes go from Simpro to Xero, and payments are kept in step in both systems — fully managed and monitored by our engineers.
Managed Integration
Fully Managed Sync
Customers, suppliers, invoices, bills and credit notes sync from Simpro to Xero, and payments sync both ways
Implementation: POA
$649 USD / month
Benefits
✓ Remove double entry of invoices, bills and contacts between Simpro and Xero.
✓ Keep invoice payment status consistent in both systems, whether payments are recorded in Simpro or reconciled in Xero.
✓ Give your accountant up-to-date figures in Xero without waiting on a manual export.
What syncs
Simpro Customers ↔ Xero Contacts
Two-way — name, email, phone, address and tax number, matched on email, with Simpro winning conflicts (12 fields) — click to view full mapping
Simpro Suppliers ↔ Xero Contacts
Two-way — supplier name, email, phone, address and tax number, matched on email, with Simpro winning conflicts (10 fields) — click to view full mapping
Simpro Customer Invoices → Xero Invoices
One-way, Simpro to Xero — created as approved invoices once approved in Simpro, with every line coded to the mapped account and tax rate (14 fields) — click to view full mapping
Simpro Customer Credit Notes → Xero Credit Notes
One-way, Simpro to Xero — created against the matching customer and allocated to the original invoice (11 fields) — click to view full mapping
Simpro Customer Payments ↔ Xero Payments
Two-way — payments recorded in Simpro or reconciled in Xero are applied to the matching invoice in the other system (6 fields) — click to view full mapping
Simpro Supplier Invoices → Xero Bills
One-way, Simpro to Xero — created as approved bills once a supplier invoice number is entered in Simpro (13 fields) — click to view full mapping
Simpro Supplier Credits → Xero Credit Notes
One-way, Simpro to Xero — created against the matching supplier and allocated to the original bill (11 fields) — click to view full mapping
Don't see the fit you need?
If this configuration doesn't quite cover what you need, talk to us — we scope custom field mapping, transformation rules and sync logic for cases like this every day.
Why Integration Fox
1
No software to learn and no lengthy setup project — our engineers configure and run the sync for you.
2
Customers, suppliers and payments sync two-way; invoices, bills and credit notes flow from Simpro to Xero, so each system stays the source of truth where it should be.
3
Every sync is logged and monitored, with error handling built in and a history you can audit.
FAQ
Yes. Progress, deposit and final invoices are all created in Xero as sales invoices.
As soon as it's approved in Simpro. It's created in Xero as an approved invoice with the same invoice number, ready for payments to be applied.
Simpro. Xero doesn't send it, so your customer only receives one copy. This can be adjusted during scoping.
It's kept as a single Xero contact, linked to both the Simpro customer and the Simpro supplier. Where their details differ, the customer record is used.
By email address. A Simpro customer or supplier links to the Xero contact with the same email, so you don't end up with duplicates. Customers and suppliers need an email to sync, and any that share an email are flagged as duplicates for you to fix.
Simpro. Changes made in Xero are written back to Simpro, but if the same field changed in both, Simpro's value is kept.
No. Each payment is linked to its counterpart, so a payment recorded in Simpro and one reconciled in Xero are never duplicated.
Each line is posted to the Xero account and tax rate mapped during setup, with Simpro's tax amount kept so totals match exactly. Tracking categories can be mapped from Simpro cost centres if you use them.
Once a supplier invoice number has been entered against them in Simpro. They're created in Xero as approved bills, ready to pay.
No. Bills are paid in Xero, and those payments stay in Xero.
Talk to an integration expert to scope your setup.
