Skip to content
immiIQ

Xero integration

Your CRM and Xero, on the same page.

Connect Xero once and every fifteen minutes ImmiIQ pulls payments, contact changes and invoice updates, while invoices, receipts and payments from trust to office write back.

Start free trialView pricing

7-day free trial, no card needed

Xero

Connected 路 pulls every 15 minutes

Sync now

ImmiIQ money feed

Invoice INV-0040 路 Arjun MehtaA$3,300.00Not in Xero
Receipt RC-0007 路 Mei LinA$2,200.00Not in Xero
Trust to office 路 Daniel OkaforA$1,650.00Not in Xero

Your Xero organisation

Invoice INV-0040Not sent yet
Receipt RC-0007Not sent yet
Trust to officeNot sent yet

Last sync 8:57 am 路 next 9:12 am

An invoice, a receipt and a trust payment go across to Xero, then a part payment keyed into Xero shows as drift.

Sync a client from their Billing tab. One click makes the Xero contact and pushes what they owe.

Edit a client in Xero and it shows in ImmiIQ on the next pull. Edit them in ImmiIQ and it is pushed on the next sync. Each sync leaves one row in the audit log.

Every money door writes back. Invoices, receipts and the payment from trust to office all reach Xero.

The receipt the client got and the row your bookkeeper reconciles are the same event. Money received into trust is the client's, so it stays in ImmiIQ: only the payment to office that settles an invoice goes across. A payment applied in Xero turns the ImmiIQ invoice paid and the client's Money feed marks each row Xero knows.

Disagreements are shown, not hidden. Accounting sync lists every attempt and every invoice that differs.

Success, error, the last-seen time and the reason a failure failed, across the whole firm. A payment from trust to office posts to Xero and is never un-posted by a later correction.

See trust accounting

Questions firms ask.

What does the Xero sync cost?
It is included with Accounting, a A$29/mo add-on on Pro or Enterprise that includes the QuickBooks sync too.
Can we connect Xero and QuickBooks at once?
No. A firm connects one or the other, so the books stay one book.
How often does it sync?
Every fifteen minutes ImmiIQ pulls payment, contact and invoice updates from Xero, with no webhooks to set up. A paid invoice is announced once, not once per poll.
What access does ImmiIQ ask Xero for?
The minimum scopes - contacts and transactions, nothing else. Every sync attempt leaves an audit row naming the person, the tenant and what came back.

One set of numbers for your agents and your bookkeeper.

Start the Pro trial, then add Accounting for A$29/mo to connect Xero or QuickBooks.

Start free trialBook a walkthrough

7-day free trial, no card needed