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Setting up the Xero Integration

Follow these steps to establish the connection between MinuteDock and Xero.

Updated over a week ago

Connecting to Xero allows you to sync your time tracking data directly with your Xero accounting software, making billing easier and reducing manual data entry. Once connected, your Xero contacts will automatically sync and appear as Contacts in MinuteDock, and you can push invoices directly to Xero.

Requirements

Before you can connect to Xero, you'll need:

  • The Manage MinuteDock Account & Users Permission in MinuteDock (account creators have this by default)

  • Admin access in your Xero organization to authorize the connection

ℹ️ Note: Only Users with the Manage MinuteDock Account & Users Permission can set up integrations. If you don't have this permission, contact your MinuteDock account owner.

Setting up the connection

Follow these steps to connect MinuteDock with your Xero account:

  1. Navigate to your Account settings
    Click Account in the navigation menu at the top right

  2. Access Integrations
    Click Integrations from the Account screen

  3. Select Xero
    Find Xero in the list of available integrations and click Connect

  4. Authorize in Xero
    You'll be redirected to Xero where you'll need to:

    • Log in to your Xero account (if not already logged in)

    • Select the Xero organisation you want to connect

    • Review the permissions MinuteDock is requesting

    • Click Allow access to authorize the connection

  5. Return to MinuteDock
    Xero will redirect you back to MinuteDock automatically once authorization is complete

Success! Your MinuteDock and Xero accounts are now connected. MinuteDock will immediately begin syncing your Xero contacts as Contacts.

Important: The initial sync may take a few minutes depending on how many contacts you have in Xero. You'll see your Xero contacts appear in your MinuteDock Contacts list once the sync is complete.

What Happens Next?

After connecting to Xero:

  • ✅ Your existing Xero contacts sync to MinuteDock as Contacts

  • ✅ You can track time for your Xero contacts in MinuteDock

  • ✅ New contacts added to Xero will sync automatically every 24 hours

  • ✅ You can create and send invoices directly from MinuteDock to Xero

Now that you're connected, here's what to do next:

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