> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Pipeline to Xero

> Connecting Pipeline to Xero - Pipeline knowledge base.

## 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.

1. Navigate to **Settings > Accounting**
2. Find the **Xero** integration card — it shows "Not Connected" if no connection exists
3. Click **Connect to Xero**
4. You will be redirected to Xero's login page
5. Sign in to your Xero account
6. Grant Pipeline the requested permissions:
   * Access to invoices and transactions
   * Read access to contacts
   * Offline access (for background sync)
7. After granting access, you are redirected back to Pipeline
8. 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

1. Navigate to **Settings > Accounting**
2. Click **Disconnect** on the Xero card
3. Confirm the disconnection in the dialog

Disconnecting does not delete any previously synced data — it only stops future synchronisation.