--- id: "integration-11448" type: "integration" lang: "en" title: "Xero Integration: Invoices and Quotes from Chats - Xero in Binom" url: "https://binomai.com/integrations/xero-integration/" translation_group: "integration-11373" translations: ru: url: "https://binomai.com/ru/integrations/xero-integration/" markdown: "https://binomai.com/ai/ru/integrations/xero-integration.md" uk: url: "https://binomai.com/ua/integrations/xero-integration/" markdown: "https://binomai.com/ai/ua/integrations/xero-integration.md" categories: ["Accounting"] published: "2026-10-21T10:36:39Z" updated: "2026-10-21T11:07:41Z" --- # Xero Integration: Invoices and Quotes from Chats - Xero in Binom *Updated: 21.10.2026, 11:07 UTC* The Xero integration with Binom moves agreements from conversation into accounting: the AI employee creates a contact, invoice or quote and records payment. Accounting gets ready-made documents without manual data entry. Xero is available on request in your Binom account: Integrations → More integrations → Xero. ## What Binom can do in Xero Binom here means your AI employee. After Xero is connected, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the account, each action is labeled: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Xero). Through the integration, Binom creates the core documents in Xero: - customer and supplier contacts, and updates them; - invoices and changes to invoices; - quotes; - payments against invoices, credit notes and prepayments; - credit notes; - purchase orders; - items and services; - bank transactions, manual journals, chart of accounts and tracking categories. The full list, including read actions, is shown in the "Actions" list on the integration page in your account. ## Invoice in Xero after a conversation 1. The customer agrees to a purchase or service. 2. Binom creates a contact ("Create Contact") or updates it ("Update Contact"). 3. It creates an invoice with line items ("Create Invoice"). With "Ask before changing data" turned on, Binom will first show the invoice contents and wait for a response. ## Quote and recording a payment If the customer chooses, Binom issues a quote ("Create Quote"). When payment is received, Binom records the payment against the invoice ("Create Payment"). To accept online payments, also connect [PayPal](https://binomai.com/integrations/paypal-payment-integration/). ## How to get the Xero integration Xero is available on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the guide [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Xero" in the "Search integrations" field and open the Xero card. 2. The "Xero integration for assistant" page will show the message "Integration is available on request. Request it now and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows which access will be needed, and the "Actions" list shows everything Binom can do in Xero. 3. Click "Request integration". "Request sent. You will get a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Xero page. 5. Click "Connect", go through the steps in the "Connecting Xero" window and click "Done". After "Connecting...", the status will change to "Connected". If "Confirmation has not arrived yet. The connection may still complete, so check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Xero A connected integration does nothing until you allow actions. The account states this directly: "Select the actions the assistant may call. Until something is selected, it has access to none of them." 1. On the Xero page, tick the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes data, Binom will describe what it is about to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms your changes. To get started, "Create Contact", "Create Invoice" and "Create Quote" are enough. Add the update and delete actions when you are ready to let Binom make changes in Xero. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and agree on a test purchase. Check that a contact and an invoice have appeared in Xero. - Delete or void the test documents after you have checked them. ## Possible issues ### Binom does not use Xero data in its answers **What to check:** that the Xero status says "Connected" and that the needed actions are ticked (for example "Create Invoice"). **What to do:** tick the actions and click "Save". **How to tell it is resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Xero data. ### "Could not record the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Xero). **How to tell it is resolved:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been recorded." You don't need to do anything else: your request is saved, and you will receive a notification when Xero can be connected. ### "Reconnect required" **What this means:** "The service no longer accepts saved access, so the assistant does not use it." **What to do:** open the Xero page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect" and go through the connection window again. **How to tell it is resolved:** the status says "Connected". ### "Could not start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Xero) and a screenshot of the message. **How to tell it is resolved:** the "Connect Xero" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Xero again. ### "You do not have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask your account owner to give you the Admin access level or to connect Xero yourself. More: [access levels in the team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it is resolved:** after you refresh the page, the integration settings open. If the problem is not resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of the Binom and the integration, and attach a screenshot of the message. ## How to disconnect Xero On the Xero page, click "Disconnect". The "Disconnect Xero?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to reconnect the integration and enter the credentials again." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom prepare a quote in Xero? Yes, with the "Create Quote" action: a quote for the client with the items from the conversation. ### Do I need a developer to integrate Xero? No. You request Xero in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [PayPal payments in chat: orders and invoices](https://binomai.com/integrations/paypal-payment-integration/) - [Square integration: orders and payment links](https://binomai.com/integrations/square-integration/) --- ## Updated on 21.10.26 The Xero integration with Binom moves agreements from the conversation into accounting: the AI employee creates a contact, an invoice, or a quote, and records the payment. Accounting receives ready documents without manual entry. Xero is available on request in the Binom account: Integrations → More integrations → Xero. ## What Binom can do in Xero Binom here means your AI employee. After Xero is connected, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the account, each action is labeled: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Xero). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Contacts | Contacts, search | Create and edit | | Invoices | Invoices, search, link to the online invoice for the client | Create and edit | | Quotes | Quotes | Create and edit | | Payments | Payments | Payment against an invoice, credit note, or prepayment; cancel a payment | | Credit notes | Credit notes | Create and edit | | Items | Items and services | Create, edit, delete | | Purchases | Supplier orders | Create and edit | | Accounting | Chart of accounts, bank transactions, journal entries, taxes, tracking categories | Create transactions, journal entries, and categories | | Reports | Balance sheet, profit and loss, receivables and payables, bank summary | No | ## Online invoice link for the client After an invoice is created, Binom gets a link to its online version ("Get Online Invoice URL") and sends it to the client in the conversation. The client opens the invoice right away, without an email. Later, Binom can report the payment status ("Get Invoice"). ## Xero invoice after a conversation 1. The customer agrees to a purchase or service. 2. Binom creates a contact ("Create Contact") or updates it ("Update Contact"). 3. It creates an invoice with line items ("Create Invoice"). With "Ask before changing data" turned on, Binom will first show the invoice details and wait for your reply. ## Quote and payment recording If the customer chooses, Binom creates a quote ("Create Quote"). Once payment is received, Binom records the payment against the invoice ("Create Payment"). To accept online payments, also connect [PayPal](https://binomai.com/integrations/paypal-payment-integration/). ## Required access Connection method: OAuth 2.0 sign-in (you log in to your service account and confirm access). Details for each method are shown in the "Authentication" section on the Xero page in your dashboard. ## How to get the Xero integration Xero is available on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Xero" in the "Search integrations" field, and open the Xero card. 2. The "Xero integration for assistant" page will show the message "Integration available on request. Request it now and we will set it up for you as a priority." Here, the assistant is your Binom. The "Authentication" section shows which access is required, and the "Actions" list shows everything Binom can do in Xero. 3. Click "Request integration". "Request sent. You will get a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. Once the integration is ready, a "Connect" button will appear on the Xero page. 5. Click "Connect," go through the steps in the "Connecting Xero" window, and click "Done." After "Connecting...", the status will change to "Connected". If you see "Confirmation has not arrived yet. The connection may still complete; check again in a minute.", click "Check again". ## How to choose what Binom can do in Xero A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant can perform. Until something is selected, it has no access to any action." 1. On the Xero page, check the boxes for the actions you need in the "Actions" list. To find them by name, use the "Filter actions" field. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it intends to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To start, "Create Contact", "Create Invoice" and "Create Quote" are enough. Add update and delete actions when you are ready to trust Binom with changes in Xero. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and arrange a test purchase. Check that a contact and an invoice appeared in Xero. - Delete or void the test documents after checking. ## Possible issues ### Binom does not use Xero data in its answers **What to check:** the Xero status is "Connected", and the needed actions are checked (for example "Create Invoice"). **What to do:** check the actions and click "Save". **How to tell it's resolved:** the message "Allowed actions saved" appears, and in a new chat Binom answers using Xero data. ### "Couldn't save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Xero). **How to tell it's resolved:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been saved." You don't need to do anything else: the request is saved, and you will get a notification when Xero can be connected. ### "Reconnect required" **What this means:** "The service no longer accepts saved access, so the assistant is not using it." **What to do:** open the Xero page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect", and go through the connection window again. **How to tell it's resolved:** the status shows "Connected". ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Xero), and a screenshot of the message. **How to tell it's resolved:** the "Connect Xero" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Xero again. ### "You don't have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Xero themselves. More details: [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's resolved:** after refreshing the page, the integration settings open. If the problem is not resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of your Binom, the integration, and a screenshot of the message. ## How to disconnect Xero On the Xero page, click "Disconnect". The "Disconnect Xero?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom prepare a quote in Xero? Yes, with the "Create Quote" action: a quote for the client with the items from the conversation. ### Do I need a developer to integrate Xero? No. You request Xero in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [PayPal Payments in Chat: Orders and Invoices](https://binomai.com/integrations/paypal-payment-integration/) - [Square Integration: Orders and Payment Links](https://binomai.com/integrations/square-integration/) --- ## Updated on 21.10.26 The Xero integration with Binom moves agreements from the conversation into accounting: your AI employee creates a contact, invoice or quote and records the payment. Your accounting team receives ready documents with no manual entry. Xero is available on request in the Binom dashboard: Integrations → More integrations → Xero. ## What Binom can do in Xero Binom here refers to your AI employee. Once Xero is connected, it calls the service's actions when the conversation needs that data. You decide which actions it can use. In the dashboard, each action is labeled: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Xero). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Contacts | Contacts, search | Create and update | | Invoices | Invoices, search, link to the online invoice for the customer | Create and update | | Quotes | Quotes | Create and update | | Payments | Payments | Payment against an invoice, credit note or prepayment; cancel a payment | | Credit notes | Credit notes | Create and update | | Products | Products and services | Create, update, delete | | Purchasing | Supplier orders | Create and update | | Accounting | Chart of accounts, bank transactions, journal entries, taxes, tracking categories | Create transactions, journal entries and categories | | Reports | Balance sheet, profit and loss, receivables and payables, bank summary | No | ## Link to the online invoice for the customer After an invoice is created, Binom gets a link to its online version ("Get Online Invoice URL") and sends it to the customer in the conversation. The customer can open the invoice right away, without an email. Later, Binom can report the payment status ("Get Invoice"). ## Invoice in Xero after the conversation 1. The customer agrees to a purchase or service. 2. Binom creates a contact ("Create Contact") or updates it ("Update Contact"). 3. Creates an invoice with line items ("Create Invoice"). With "Ask before changing data" turned on, Binom will first show the invoice contents and wait for your response. ## Quote and recording a payment If the customer chooses, Binom creates a quote ("Create Quote"). When payment is received, Binom records the payment against the invoice ("Create Payment"). To accept online payments, also connect [PayPal](https://binomai.com/integrations/paypal-payment-integration/). ## What access you will need Connection method: sign-in via OAuth 2.0 (you log in to your service account and confirm access). Details for each method are shown in the "Authentication" block on the Xero page in the dashboard. ## How to get the Xero integration Xero is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Xero" in the "Search integrations" field, and open the Xero card. 2. The "Xero integration for assistant" page will show the message "Integration available on request. Request it now and we'll set it up for you as a priority." The assistant here is your Binom. The "Authentication" section shows what access will be needed, and the "Actions" list shows everything Binom can do in Xero. 3. Click "Request integration". The message "Request sent. You'll get a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Xero page. 5. Click "Connect", go through the steps in the "Connect Xero" window, and click "Done". After "Connecting...", the status will change to "Connected". If the message "Confirmation hasn't arrived yet. The connection may still complete: check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Xero A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant may trigger. Until something is selected, it has access to none of them." 1. On the Xero page, tick the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it is about to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To get started, "Create Contact", "Create Invoice" and "Create Quote" are enough. Add update and delete actions when you are ready to trust Binom with changes in Xero. ## How to check that the integration works - Start a new conversation with your Binom, for example via a [public chat link](https://binomai.com/faq/public-chat-link/), and arrange a test purchase. Check that a contact and an invoice have appeared in Xero. - Delete or void the test documents after checking. ## Possible problems ### Binom does not use Xero data in its answers **What to check:** the Xero status is "Connected", and the needed actions are selected (for example "Create Invoice"). **What to do:** select the actions and click "Save". **How to tell it's resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Xero data. ### "Couldn't save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Xero). **How to tell it's resolved:** the button shows "Requested". ### "The integration is temporarily unavailable. Your request has been saved." Nothing else is needed: the request is saved, and you will get a notification when Xero can be connected. ### "Reconnection needed" **What this means:** "The service no longer accepts saved access details, so the assistant does not use them." **What to do:** open the Xero page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect" and go through the connection window again. **How to tell it's fixed:** the status shows "Connected". ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Xero) and a screenshot of the message. **How to tell it's fixed:** the "Xero connection" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the [plans and subscription pricing](https://app.binomai.com/plans) page. To change your plan, follow the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Xero again. ### "You don't have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Xero themselves. More details: [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's fixed:** after refreshing the page, the integration settings open. If the problem is not resolved, write to support@binomai.com or send "I want to talk to a person" in the [Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream) chat. Include the name of your Binom, the integration and a screenshot of the message. ## How to disconnect Xero On the Xero page, click "Disconnect". The "Disconnect Xero?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom prepare a quote in Xero? Yes, with the "Create Quote" action: a quote for the client with the items from the conversation. ### Do I need a developer to integrate Xero? No. You request Xero in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [PayPal payments in chat: orders and invoices](https://binomai.com/integrations/paypal-payment-integration/) - [Square integration: orders and payment links](https://binomai.com/integrations/square-integration/)