Xero Integration Overview
LodgeKit's Xero integration keeps your accounting up to date automatically. Invoices, payments, contacts, and late fees sync to Xero so you never have to enter the same data twice. The connection uses secure OAuth 2.0 with encrypted token storage.
Before You Start
You'll need a Xero account with at least Standard user access and a LodgeKit account with Admin permissions. Make sure your Xero organisation has the correct chart of accounts set up — LodgeKit maps to your existing accounts.
Step 1: Connect to Xero
Navigate to Dashboard > Settings > Integrations and click Connect on the Xero card. You'll be redirected to Xero's login page. Sign in, select the organisation you want to connect, and click Allow Access. You'll be returned to LodgeKit with the connection confirmed.
How the OAuth Flow Works
LodgeKit uses OAuth 2.0 to securely connect to Xero. Your Xero credentials are never stored in LodgeKit — instead, we receive a token that grants limited access to your Xero data. This token is encrypted with AES-256-GCM and refreshes automatically.
Step 2: Map Your Accounts
After connecting, go to Dashboard > Settings > Accounting to configure account mapping. Map LodgeKit's income and expense categories to your accounting provider's chart of accounts. For example, map "Accommodation Revenue" to a revenue account and "Payment Received" to your bank account.
Recommended Account Mapping
Revenue accounts: Map accommodation income to a Sales revenue account (e.g. "200 - Sales"). Payment accounts: Map to your bank account (e.g. "090 - Business Account"). Tax: Map your default GST rate. LodgeKit shows you a dropdown of all your Xero accounts to choose from.
Step 3: Sync Your Data
Once mapping is complete, LodgeKit syncs data automatically. New invoices created in LodgeKit appear in Xero within minutes. Payments recorded in LodgeKit are synced as Xero payments. Guest records sync as Xero contacts.
What Gets Synced
Invoices → Xero Invoices (with line items, tax, and due dates). Payments → Xero Payments (linked to the correct invoice). Guests → Xero Contacts (name, email, phone). Late Fees → Xero Invoice line items. Refunds → Xero Credit Notes.
Sync Frequency
Changes sync within a few minutes of being made in LodgeKit. You can also trigger a manual sync from the Xero settings page. A full sync runs automatically every 2 hours during business hours.
Troubleshooting
If syncing stops, the most common cause is an expired token. Go to Settings > Integrations and check the connection status for your accounting provider. If it shows "Disconnected", click Reconnect to re-authorise. If invoices aren't appearing, check your account mapping is complete and that the invoice isn't in Draft status (only Sent invoices sync).
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