Xero

Accounting synchronization and financial reporting

Overview

Xero integration keeps your financial records synchronized between MemberPulse and your Xero accounting software.

Features

Feature	Description
Invoice Sync	Automatically push invoices to Xero
Contact Sync	Keep member records synchronized
Payment Reconciliation	Match payments with invoices
Revenue Recognition	Track unearned and earned revenue

Configuration

Prerequisites

1. Create a Xero account at xero.com
2. Set up a Xero app in the developer portal
3. Obtain OAuth2 credentials

Acceptance Criteria

Frontend

• Prerequisites workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Prerequisites 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.

Environment Variables

XERO_CLIENT_ID=xxxxxxxxxxxx
XERO_CLIENT_SECRET=xxxxxxxxxxxx
XERO_REDIRECT_URI=https://app.memberpulse.com/auth/callback/xero

Acceptance Criteria

Frontend

• Environment Variables workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Environment Variables 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.

Platform Settings

Navigate to Client Portal > Settings > Integrations > Xero

Setting	Type	Required	Description
Client ID	Text	Yes	OAuth2 client ID
Client Secret	Secret	Yes	OAuth2 client secret
Default Tax Rate	Text	No	Default tax rate code
Auto-sync Invoices	Toggle	No	Automatically sync new invoices

Acceptance Criteria

Frontend

• Platform Settings workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Platform Settings 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.

Sync Operations

Operation	Direction	Description
Contacts	MemberPulse → Xero	Sync member data as contacts
Invoices	MemberPulse → Xero	Push invoices to Xero
Payments	Xero → MemberPulse	Update payment status

Troubleshooting

For Xero integration issues, see the Admin Troubleshooting Guide.

Acceptance Criteria

Frontend

• UI provides configuration controls and status/health indicators for this integration.

Backend / API

• Integration can be connected, configured, and exercised end-to-end (auth + sync/webhooks).

Permissions

• Only ROLE_CLIENT_ADMIN (or equivalent) can configure the integration.

Business Rules

• Data sync respects tenant isolation and mapping rules.

Error Handling

• Auth and sync failures are surfaced with actionable messages and retry behavior.