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Connect Xero so you can send reconciled charges from ClearSpend to Xero. ClearSpend helps you match invoices and review spend. When a charge is ready, you push it to Xero on your schedule. Open Integrations and connect from the Xero card.
One-way sync (ClearSpend → Xero). ClearSpend sends reviewed charges to Xero. Nothing is pushed automatically. You choose what to sync and when.

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Before you connect

Xero sync needs existing transactions in ClearSpend. Connecting Xero alone does not create charges for you to reconcile. It only lets you push charges that are already in your workspace. You can:
  • Work with transactions already on Transactions
  • Bring spend in first with Plaid or a statement upload
If your workspace has no charges yet, import transactions first (connect a card, upload a PDF or CSV statement, or use another transaction source). Then return here to connect Xero and sync. For full upload and import instructions, see Import transactions.

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What it does

ClearSpend does not replace Xero. It prepares charges so you can sync them when ready.

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Connect Xero

Connect from Integrations. You need Owner, Admin, or Contributor access. See Roles and permissions.
1

Open Integrations

In the sidebar, go to Integrations.
2

Open the Xero card

Under Track Spend, find the Xero card and click Connect.
3

Sign in and pick your organisation

Sign in with your Xero account, allow ClearSpend access, and choose the organisation you want to sync with. You can add more organisations later.
4

Finish sync setup

Choose the Xero account, a ClearSpend bucket, and keep the direction as ClearSpend → Xero / One Way.
When setup is done, the Xero card on Integrations shows as connected. You are ready to reconcile charges and sync them when you choose.

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How sync works

Xero sync sends reconciled charges from ClearSpend to Xero. It runs only when you click Sync to Xero.
1

Have transactions ready

Start with charges already in your workspace from Plaid, a statement upload, or earlier imports. See Import transactions if you need to bring spend in first.
Transactions table with charges ready to reconcile

Transactions: charges in your workspace before you reconcile and assign GL codes.

2

Reconcile and add a GL code

Match an invoice or receipt to each charge, finish review, and assign a chart of accounts (GL) code. Charges missing either stay in Needs Review.
Transactions table after reconciling and adding GL codes

Transactions: reconciled charges with a GL code assigned.

3

Open Ready to Sync

On Transactions, open the Ready to Sync tab. Charges with both a matched invoice and a GL code appear here. Use Sync to Xero in the toolbar when you are ready to push them.
Ready to Sync tab with Sync to Xero button

Transactions: Ready to Sync tab with the Sync to Xero button.

4

Confirm on Synced

After the push finishes, open the Synced tab. Charges that synced successfully show here.
Synced tab showing charges pushed to Xero

Transactions: Synced tab after a successful push to Xero.

For sync status tabs and readiness rules, see Sync to accounting.

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Multiple organisations

You can connect more than one Xero organisation. Each one appears on the Xero card on Integrations.

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Common questions

No. One-way sync is manual. Review charges first, then click Sync to Xero.
No. ClearSpend only sends charges when you sync them. It does not edit your books in the background.
Yes. Xero sync pushes charges that already exist in ClearSpend. If you have none yet, import transactions first (connect Plaid, upload a statement, or use another transaction source), then connect Xero.
Existing transactions in ClearSpend, a connected Xero account, a GL code on the charge, and a matched invoice. Without a GL code and matched invoice, the charge stays in Needs Review. See Sync to accounting.
On the charge row on Transactions, or from the subscription detail. A GL code is required before a charge can move to Ready to Sync.

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Disconnect

On Integrations, expand the Xero card and disconnect. Data already in ClearSpend stays in your workspace.