Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Xero integration
Answer invoice and payment questions in Tidio with the Xero record in the panel.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Xero
Answer has my invoice been paid
The Xero invoice, its due date and payment status show in Tidio, so a billing question ends in the conversation rather than in the finance queue.
Send the payment link
For an unpaid invoice, the chat can share the Xero link so the customer pays while they are already talking to you.
Handle a disputed charge with the record
The line items and any credit notes come from Xero, so an agent can see what was actually billed before agreeing anything.
Recognize the account behind the chat
The Xero contact shows outstanding balance and payment terms, which changes how a request for another discount is handled.
Overview
Xero holds the invoices, payments and credit notes that most billing questions are about. Connect Xero and Tidio with Zapier, Make or the Tidio API and the customer's invoice, its status and whether it has been paid can show in the conversation, so an agent answers instead of forwarding to finance. Credit notes and refunds stay in Xero, where the books are.
Key features
- Invoice status in the chat The Xero invoice and its payment state open with the chat.
- Payment history shown Agents see what was paid and when, from Xero.
- Invoice links sent A chat can share the Xero payment link for an invoice.
- Books stay in Xero Credit notes and refunds are raised in Xero itself.
Xero
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Xero in minutes
1
Connect Xero and Tidio with Zapier or the Tidio API
The Xero API covers contacts, invoices and payments. Authorize it in your automation tool, or run the calls from a service you host.
2
Match on the billing email
The address on the Xero contact is often not the one chatting. Ask for the invoice number when the email does not match anything.
3
Read only from the chat
Showing status is safe. Credit notes, refunds and journal entries belong in Xero, so the ledger keeps one clear story.
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We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Xero integration
Can an agent issue a refund from the chat?
No. A refund is a credit note and a payment out, and both belong in Xero where the reconciliation happens. The chat can raise a task for finance and tell the customer what to expect.
Which Xero fields should the panel show?
Invoice number, amount, due date, paid status and outstanding balance. Line item detail and anything about other customers stays in Xero.
Is it safe to expose accounting data to support agents?
Scope the connection to the contact in the conversation and to invoice level fields. Support does not need reports, bank transactions or the chart of accounts to answer a billing question.
Is the Xero integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Xero integration.