Xero Integration
Connect your UniPay account to Xero and every invoice, transfer, and payout is recorded automatically — no manual data entry, no reconciliation headaches.
Overview
The UniPay–Xero integration uses Xero's official OAuth 2.0 API to push your UniPay financial activity into your Xero organisation as you go. Once connected, new invoices created in UniPay are created as paid invoices in Xero, and incoming transfers and payouts are recorded against the bank account you choose.
Everything flows automatically. You don't need to export files, copy transaction IDs, or touch Xero after the initial setup. Your Xero books stay current in real time.
Live integration. The Xero integration is available now for all UniPay merchants on the Growth tier or above. Connect it in your merchant dashboard under Profile → Integrations.
Requirements
| Requirement | Details |
|---|---|
| Xero account | An active Xero organisation — xero.com |
| Xero role | Adviser or Standard user (read/write access required) |
| UniPay account | Required — create one here |
| UniPay tier | Growth or above |
| Bank account in Xero | At least one bank account set up in Xero (used to record UniPay activity) |
Connecting Xero
The connection is made through your UniPay Merchant dashboard. You will be redirected to Xero to authorise access — no passwords are shared with UniPay.
- Log in to merchant.unipay.network or open the UniPay Merchant app.
- Go to Profile → Integrations.
- Find the Xero tile and tap Connect.
- You will be redirected to Xero's authorisation page. Log in to Xero if prompted.
- Select the Xero organisation you want to connect (if you have more than one).
- Review the permissions and click Allow access.
- You'll be returned to the UniPay Integrations page with Xero shown as Connected.
- Select a bank account in Xero to record your UniPay activity — see Selecting a bank account below.
Note: UniPay requests read/write access to your bank transactions and account settings. It does not access your contacts, payroll, or tax filings.
What gets synced
Once connected, the following UniPay activity is pushed to Xero automatically:
| UniPay event | Xero record | Type |
|---|---|---|
| Customer pays an invoice | Invoice (ACCPAY) marked as paid | RECEIVE |
| Incoming transfer received | Bank transaction | RECEIVE |
| Bank payout | Bank transaction | SPEND |
| Refund issued | Credit note against original invoice | RECEIVE (negative) |
Each record includes the UniPay reference number, the transaction date and time, the amount and currency, and a description that identifies the source (e.g. UniPay invoice #UP-12345).
Selecting a bank account
When you first connect Xero, you choose which Xero bank account UniPay activity is posted to. This is typically a dedicated UniPay account in Xero, but you can use any existing bank account in your Xero organisation.
- After connecting, the Integrations page will show a Bank account dropdown.
- Select the Xero bank account you want to use for UniPay activity.
- Click Save. All future syncs will post to this account.
To change the bank account later, go back to Profile → Integrations → Xero → Settings and choose a different account from the dropdown.
Tip: If you don't already have a UniPay bank account in Xero, you can create one in Xero under Accounting → Chart of accounts → Add bank account. Give it a name like "UniPay" and set the currency to AUD.
Syncing data
Syncing happens automatically — you don't need to trigger it manually. UniPay pushes each transaction to Xero as it occurs, typically within a few seconds of the payment being confirmed.
Manual sync
If you need to re-push recent transactions (for example, after changing your Xero bank account setting), you can trigger a manual sync:
- Go to Profile → Integrations → Xero.
- Tap Sync now.
- UniPay will re-push all transactions from the last 30 days that have not yet been synced.
Already-synced transactions are not duplicated — UniPay checks for existing Xero records by reference number before creating new ones.
Sync history
A log of recent sync activity is shown on the Xero integration settings page, including the last sync time, number of records pushed, and any errors.
Disconnecting
You can disconnect the Xero integration at any time. Disconnecting stops new transactions from being pushed to Xero — it does not delete any records that have already been synced.
- Go to Profile → Integrations → Xero.
- Tap Disconnect.
- Confirm the disconnection. The Xero tile will return to Not connected.
To fully revoke UniPay's access from the Xero side, go to Xero → My Xero → Connected apps and remove UniPay from the list of authorised apps.