Plumbers & electricians · Invoicing
Send Tradify invoices to Xero automatically, and get payments back
The problem
You raise the invoice in Tradify, then type it again into Xero, then mark it paid in both places.
The result
Invoices, payments and credit notes sync between Tradify and Xero in both directions, so each job is entered once.
How to set it up: Tradify's built-in Xero integration
- In Tradify, go to Settings > Integrations > Xero and connect your Xero organisation.
- Map your accounts: Sales of Labour, Sales of Materials, Bank and Purchases. If you are unsure which Xero accounts to pick, ask your accountant before you go live.
- Raise your next invoice in Tradify as normal and check that it appears in Xero.
- Record a payment against it in Xero and check that it syncs back to Tradify.
Get AI to help you build it
Paste this into ChatGPT, Copilot, Gemini or Claude:
I'm a UK plumber using Tradify and Xero. Explain, step by step, how to connect Tradify to Xero using Settings > Integrations > Xero. Help me decide which Xero accounts to map to Sales of Labour, Sales of Materials, Bank and Purchases, and list the questions I should ask my accountant first. Don't assume features beyond what Tradify's help centre describes.
AI tools can get menu names wrong. Check against the sources below.
Before you start
- Check your account mapping with your accountant before syncing live invoices.
Integrations used
Sources
- help.tradifyhq.com/hc/en-us/articles/360019239014-Understanding-Xero-and-Tradi…
- help.tradifyhq.com/hc/en-us/articles/360039992433
Last checked 22 October 2026. Software changes; check the vendor's docs before you rely on this.