XERO INTEGRATION FOR WHOLESALE DISTRIBUTION
Xero integration for field sales and distribution
Connect approved Xero customers, invoices, items, tax rates and payment workflows with the mobile tools your sales and delivery teams use every day.
Xero stays your accounting system of record.
Field sales layer
Accounting system of recordFROM THE FIELD TO XERO
Keep Xero as your accounting system of record.
inSitu Sales gives field teams a focused operational layer around Xero. Reps work with assigned customers, items, invoices and route workflows in inSitu—while finance retains the accounting environment and record ownership it needs.
Every implementation maps supported objects, required fields, sync direction and timing before launch, keeping each flow aligned with the way your business actually operates.
SUPPORTED DATA FLOW
See what moves—and which way.
Select a record to review the supported direction. Field-level mappings and timing are confirmed during implementation.
SELECTED RECORD
Customers
Keep eligible customer and contact records aligned under your configured ownership rules.
A CONNECTED SELLING DAY
Complete the customer visit without opening the books.
Field users stay inside inSitu Sales while approved records move toward Xero under the configured workflow.
- 01
Visit the customer
Open assigned accounts, history, approved pricing, products and inventory context in the field.
- 02
Capture the sale
Create an order or invoice, add notes, and continue working when a route temporarily loses connectivity.
- 03
Record the outcome
Capture an eligible payment or complete the configured customer workflow at the stop.
- 04
Sync approved records
Send the right supported records to Xero according to your validated mapping and schedule.
CONTROLLED ACCESS
Give field teams the business context—not the whole accounting system.
Reps use inSitu Sales instead of navigating the company books. Assign the customers, products, prices, invoices and routes each person needs for their job.
- Role- and assignment-based visibility
- Purpose-built field workflows
- Xero authorization remains with an administrator
- Finance continues working in Xero
BUILT FOR DISTRIBUTION WORKFLOWS
Extend Xero beyond the back office.
Connect accounting context with the people who sell, deliver, manage stock and serve business customers.
Field sales & pre-sales
Equip reps with assigned customer context, product data and mobile order taking without exposing the full accounting system.
Explore workflowDSD & van sales
Invoice, collect configured payments, handle route activity and keep truck-based selling connected to the back office.
Explore workflowInventory visibility
Bring eligible Xero item and inventory context into the workflows that sales and delivery teams use.
Explore workflowPrivate B2B ordering
Let approved customers reorder through a private portal while the distributor controls the catalog and account experience.
Explore workflowSECURE CONNECTION
Authorize Xero. Validate the mapping. Start with confidence.
An authorized administrator connects the Xero organization through OAuth 2.0. The implementation team then confirms supported records, directions, required fields and operating rules before rollout.
- 1AuthorizeConnect the approved Xero organization.
- 2MapConfirm records, fields and ownership.
- 3ValidateTest the intended workflow end to end.
FAQ
Xero integration questions
Clear answers for distributors evaluating mobile sales and accounting connectivity.
What does the inSitu Sales Xero integration do?
It connects approved Xero accounting data with inSitu Sales mobile field sales, pre-sales, DSD, invoicing, payment and private B2B ordering workflows for wholesale distributors.
Which records can synchronize with Xero?
The current supported map includes two-way customer/contact and invoice workflows, plus eligible products/items and tax rates from Xero. Payment behavior is configured and validated for the intended workflow. Exact fields, status rules, timing and record ownership are confirmed during implementation.
Is the Xero integration real time?
Synchronization timing depends on the record, configuration, connectivity and implementation. We avoid promising universal real-time behavior and confirm the expected cadence for each supported data flow.
Do field reps work inside Xero?
No. Field reps work in inSitu Sales and see only the customers, products, prices, invoices and workflows assigned to them. Xero remains the accounting system of record for the finance team.
Can sales reps work offline?
Yes. Eligible field activity can be captured while the device is offline and synchronized after connectivity returns. The exact records available offline depend on the mobile workflow and assigned data.
How is the Xero connection authorized?
An authorized administrator connects the Xero organization using Xero's OAuth 2.0 authorization flow. The implementation should request only the access required for the approved integration.
Can inSitu Sales replace Xero?
No. Xero remains the accounting system. inSitu Sales adds the purpose-built field sales, route, mobile ordering, delivery, inventory and customer-ordering workflows that distribution teams run around those records.
How do we confirm compatibility?
Book a tailored demo and bring your Xero edition, selling workflow, inventory setup and required records. We will map the intended flow and confirm supported directions, ownership and configuration requirements.
READY TO CONNECT?
Bring field sales and Xero into one controlled workflow.
Map the records your team needs and see how the integration fits your distribution operation.