Accounting
Xero integration
Omni Field connects to Xero through a standard OAuth authorisation. Once connected, you map your Xero accounts and Omni Field syncs data across, so invoices raised against a job do not have to be retyped into your accounting system by hand.
What it does
- One-time OAuth connection, authorised from your own Xero login
- Fetch your Xero chart of accounts so invoice lines map to the right account
- Sync data between Omni Field and Xero
- Disconnect at any time from settings, which revokes the connection
Where it stops
- Xero is connected per account, not per user.
- Mapping accounts is a setup step. Until it is done, nothing syncs to an account it should not.
Questions
- How do I connect Xero?
- From integrations in system settings. You authorise through Xero itself, so Omni Field never sees your Xero password, and the connection can be revoked from either side.
- Can I choose which accounts things land in?
- Yes. Omni Field fetches your chart of accounts from Xero so you map invoice lines to the accounts you already use, rather than accepting a default that your bookkeeper then has to unpick.
- What happens if I disconnect?
- The connection is revoked and syncing stops. Data already in Xero stays in Xero, and data in Omni Field stays in Omni Field.