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Last updated on Aug 26, 2026
Manage Xero integration settings after initial setup to control invoice syncing, payment behavior, and item handling. These options allow you to fine-tune how Maxio and Xero exchange financial data. Use this article when updating or troubleshooting an existing Xero connection.
For most users, the Xero integration should be connected and configured in Maxio Platform using our standard implementation process with your Implementation Consultant. This is the preferred method for setting up the Xero integration. However, the information below is provided if you need to make a change to the integration settings. Reach out to support if you have any questions.
Complete this after connecting your Maxio account to Xero. If your account isn't connected yet, follow Setup the Xero Integration first.
In Maxio, go to the Xero screen, click the wrench icon (Integration Settings), then click the pencil icon (Update Settings).
| Setting | Description |
|---|---|
| Sync Schedule | Choose how often to run the sync: Manual Sync Only, Nightly, Every 4 Hours, or Hourly. |
| Payments Sync Schedule | Choose how often to run the payments sync: Inherit Xero Sync Schedule (the setting above), Nightly, Every 4 Hours, or Hourly. |
| Automatically Generate Maxio Profiles for Items | A Maxio Profile is a group of settings important to Revenue Recognition, invoicing methods, Maxio Platform Account linkages, recurrence, and other settings related to functions handled in Maxio Platform and not in Xero. With this setting enabled, Maxio Profiles are automatically created for any new Item/Product synced in from Xero after enablement: Items linked to a Liability account in Xero are set up as recurring, and everything else (including Items linked to an Income account) is set up as non-recurring, using your account's own configured Item defaults. Items that exist in Maxio Platform prior to enabling this function are unaffected, as this setting only affects how Maxio Platform deals with an Item the first time it's synced from Xero to Maxio Platform. When this setting is not active, Maxio Profiles must be set manually. You can read more about this setting here. |
| Billing Address Mapping | Select which Xero address field you would like to use for Customer billing addresses in Maxio Platform. This is set to the Xero postal address by default. |
| Shipping Address Mapping | Select which Xero address field you would like to use for Customer shipping addresses in Maxio Platform. This setting is not configured by default. |
| Placeholder Item | If an Invoice Line Item in Xero does not contain an Item/Product, then Maxio Platform will automatically assign the Item selected here when the Invoice Line Item syncs from Xero to Maxio Platform. If applicable, an alert on the Xero home screen in Maxio Platform displays all of the Invoice Line Items that use this item. |
| Sync Invoices/Credit Memos From Xero Only After Date | Prevent syncing of any Invoices and Credit Memos dated on or before this date. Since you can change this date, it is possible to have Invoice and Credit Memo records in your Maxio Platform account with dates prior to this date. To ensure integrity, if you change an Invoice/Credit Memo in Xero with a date prior to this setting AND the Invoice/Credit Memo exists in Maxio Platform, the change will sync to Maxio Platform regardless of the date setting. |
| Send Invoices/Credit Memos to Xero Only After Date | Prevent syncing any Invoices/Credit Memos created in Maxio Platform to Xero before this date. |
| Send Invoices/Credit Memos to Xero Through Date | This override option enables you to send all unsynced Invoices to Xero through the date selected. After a sync is performed, this override date is removed and the system is reset automatically to sync invoices dated through today. Use this feature to perform actions such as sending all Invoices through a future date or for an entire month. |
| Allow Xero to Generate Invoice Numbers | Typically, Maxio Platform generates invoice numbers when you create invoices. If you would rather have Xero set the Invoice Number, use this option. Xero will set the Invoice number when the Invoice is synced from Maxio Platform to Xero. You can read more about Xero invoice numbering here. Enable this option if you have the Stripe 1-Way Integration enabled and want your Stripe Invoices to sync to Xero. |
| Generate placeholders for line items received which have Items set to not sync | When checked (default setting), invoice line items received from Xero where the Item is set to not sync (in Maxio Platform) will generate a zero-value Invoice line item in Maxio Platform as a placeholder. If unchecked, such line items will be ignored and Invoices that only contain these line items will also be ignored. Note that the placeholder Line Items will have 0-amounts, but can still contribute to the Invoice Total and Balance Due fields. This is because the Invoice Total corresponds to the Xero Total for the Invoice, and the Balance Due represents the balance remaining on the Invoice in Xero. Both of these sums are computed using the actual value of all Xero Line Items, even those that use Items marked to not sync with Maxio Platform. |
| Get Payments from Xero Only After Date | Prevent syncing any payment records created in Xero to Maxio Platform before this date. |
| Send Payments to Xero Only After Date | Prevent Maxio Platform from sending payment records created before this date to Xero. |
| Send Refunds to Xero Only After Date | Prevent Maxio Platform from sending refund records created before this date to Xero. |
| Payment Account | Select the account into which payments are deposited in Xero. |
| Payment Processing Fee Bank Account | Select the bank account that payment processing fees (from Stripe, for example) are paid from. |
| Payment Processing Fee Expense Account | Select the expense account that you code payment processing fees (from Stripe, for example) to. |
| Send Payment Processing Fees to Xero Only After Date | Prevent Maxio Platform from sending payment processing fee records created before this date to Xero. |
| Send Invoice Sales Tax As | When sending Invoices to Xero, any sales tax is sent as a line item of the Item selected here. The Item must be marked Is sales tax. Only available if your account doesn't have sales tax by line item enabled. |
| Send Non-Paying Customers | Determines whether non-paying Customers (not the Paying Customer) will be sent to Xero.
|
| Send Zero Amount Invoices | Determines whether Invoices whose line items all have an amount of zero will be sent to Xero.
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| Link to Batch Payments Page | If a Xero payment is part of a batch deposit, when you click its Xero logo in Maxio you will be taken to the batch's page in Xero instead of the payment's page. This is enabled by default. |
| Append customer Number to Customer Name in Xero | To accommodate multiple Customers with the same name, check this box to create Customers in Xero as Name (Number). This is disabled by default. |
| Continue On Error | Determines how the integration handles an error while sending records to Xero.
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To connect, disconnect, or reconnect the Xero integration, see Setup the Xero Integration.
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