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Xero integration overview

Use our Xero native integration to keep your accounting in sync with Katana

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

Keep your accounting in sync by connecting Katana with Xero.


What does the integration do?

By connecting Katana with Xero, you can:

  • Send purchase orders (POs) to Xero as bills

  • Send sales orders (SOs) to Xero as invoices

  • Import customers and suppliers from Xero

  • Sync inventory data

  • Map tax rates between Xero and Katana


Getting started

  • Connect your Xero account to Katana by going to the Integrations Marketplace and following the Xero configuration setup.

    Screenshot showing where to find Xero in the Integrations Marketplace

Read more about connecting Xero.


Data flow between Katana and Xero

Diagram showing data flow between Katana and Xero

This ensures your accounting, customer, and supplier data stay aligned between the two platforms.


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