Connecting Pipeline to Xero
Pipeline integrates with Xero accounting software to automatically sync invoices, customers, and payment data. This guide covers how to set up and manage the connection.Before You Start
You will need:- A Xero account with access to the organisation you want to connect
- Super User access in Pipeline (the Accounting settings page is restricted to Super Users)
Setting Up the Connection
Screenshot: The Accounting settings page showing the Xero card in its “Not Connected” state, with the Xero logo, feature list, and the blue “Connect to Xero” button.
- Navigate to Settings > Accounting
- Find the Xero integration card — it shows “Not Connected” if no connection exists
- Click Connect to Xero
- You will be redirected to Xero’s login page
- Sign in to your Xero account
- Grant Pipeline the requested permissions:
- Access to invoices and transactions
- Read access to contacts
- Offline access (for background sync)
- After granting access, you are redirected back to Pipeline
- A success notification confirms the connection
Connected State
Once connected, the Xero card shows:- Status — “Connected” (green badge)
- Organisation — The name of your connected Xero organisation
- Connected Date — When the connection was established
Screenshot: The Xero integration card in its “Connected” state showing the organisation name, connected date, and Disconnect button.
Token Refresh
The connection uses secure tokens that expire periodically. Pipeline handles this automatically in the background. If a manual refresh is needed:- A yellow warning appears: “Token Refresh Required — Your access token is expiring soon”
- Click the Refresh Token button to renew the connection
- If the token has already expired, the status shows “TOKEN_EXPIRED” and you may need to reconnect
Disconnecting from Xero
- Navigate to Settings > Accounting
- Click Disconnect on the Xero card
- Confirm the disconnection in the dialog