Xero Integration

Connect and configure Xero accounting integration

Connect MemberPulse to Xero for automated accounting sync.

Setup

1. Connect Account

   Click “Connect to Xero” and authorize access

2. Map Accounts

   Map MemberPulse transaction types to Xero accounts

3. Configure Tax

   Set tax rates to match Xero configuration

4. Enable Sync

   Enable automatic sync and set frequency

Sync Options

Data	Direction	Frequency
Contacts	MP → Xero	Real-time
Invoices	MP → Xero	Real-time
Payments	MP → Xero	Real-time
Tax Receipts	MP → Xero	Real-time

Account Mapping

Map transaction types to Xero accounts:

• Membership revenue
• Event revenue
• Course revenue
• Resource sales

Features

Xero Integration

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

POST   /api/integrations/xero/connect
GET    /api/integrations/xero/status
PUT    /api/integrations/xero/settings
PUT    /api/integrations/xero/account-mapping
POST   /api/integrations/xero/sync
GET    /api/integrations/xero/sync-log