--- title: "Product Overview: Autotask to Xero Integration" description: Understanding the data flow between Operations and Finance --- [Skip to content](https://kb.clouddepot.com/knowledge/quick-overview#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en) # Product Overview: Autotask to Xero Integration ## The Cloud Depot Autotask to Xero integration is a powerful automation bridge that connects your operational engine (Autotask PSA) with your financial engine (Xero). ### Why Integrate Autotask & Xero? ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Nov-26-2025-09-55-43-4125-PM.png?width=670&height=360&name=image-png-Nov-26-2025-09-55-43-4125-PM.png) The goal of this integration is to create a **Single Source of Truth** for your business data. - **Eliminate Double Entry:** Stop manually re-keying invoices or purchase orders from Autotask into Xero. - **Reduce Human Error:** Prevent typos, incorrect GL codes, and missed line items that occur during manual transfers. - **Accelerate Cash Flow:** Sync payment data back from Xero to Autotask. Project managers can see "Paid" vs. "Overdue" statuses in real-time without asking the finance team. - **Scale Without Overhead:** Handle more clients and higher invoice volumes without increasing administrative headcount. --- ### Core Sync Capabilities #### 1. Invoice Synchronization Push approved invoices from Autotask to Xero. You can configure invoices to arrive as **Drafts** for a final review or **Approved** for immediate sending.  [Click here for more information about setting up invoice options](https://kb.clouddepot.com/knowledge/invoice-options?hsLang=en) #### 2. Contact & Customer Mapping Cloud Depot matches Autotask accounts to Xero customers using the account name. For more complex setups, you can use **User-Defined Fields (UDFs)** or **Account Number matching** to ensure the right data goes to the right customer record.  [Click here for more information on setting up a contact UDF in Autotask](https://kb.clouddepot.com/knowledge/how-do-i-specify-which-contact-details-get-synced-to-xero?hsLang=en) #### 3. General Ledger (GL) Mapping Link your Autotask GL codes directly to Xero Account Codes. This ensures your revenue and expenses are categorized correctly in your financial reports from day one. [Click here for more information about setting up your account codes](https://kb.clouddepot.com/knowledge/account-mapping-between-autotask-and-xero-1?hsLang=en) #### 4. Purchase Orders & Procurement Transfer procurement data from Autotask to Xero as either **Bills** (Accounts Payable) or **Purchase Orders**.  [Click here for more information about setting up purchase orders](https://kb.clouddepot.com/knowledge/purchase-order-setup?hsLang=en) #### 5. Payment Sync (The "Round Trip") When you reconcile a payment in Xero, Cloud Depot automatically updates the corresponding invoice in Autotask to "Paid." This keeps your service team informed about client standing without needing access to your accounting software. --- ### Advanced Customization (Optional) Tailor the integration to your specific business needs with our advanced modules: - **[Tracking Categories](https://kb.clouddepot.com/knowledge/xero-tracking-category-mapping-using-account-codes?hsLang=en):** Map Autotask data to Xero Tracking Categories for deep department-level reporting. - **[Branding Themes](https://kb.clouddepot.com/knowledge/mapping-branding?hsLang=en):** Align your Xero branding themes with Autotask templates for a consistent client experience. - **[Tax Mapping](https://kb.clouddepot.com/knowledge/tax?hsLang=en):** Ensure complex tax treatments (multi-state or international) are consistent between both platforms. - **[Product & Service Mapping](https://kb.clouddepot.com/knowledge/xero-products-and-services?hsLang=en):** Precisely map Autotask services and products to your Xero Inventory items. - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot